Integrations & M&A Analyst

Company Overview:At Composition Wealth, we are a dedicated team of financial professionals committed to providing comprehensive wealth management services to our clients while seeking sustainable growth. We value integrity, excellence, and nimbleness. We are seeking a skilled and detail-oriented Integrations and M&A Analyst to join our growing team.Job Description:You will provide analytical and project management horsepower across the firm’s integration and M&A functions, reporting to the Director of Strategic Initiatives. Your primary focus is integrating newly acquired firms onto the Composition platform. As capacity permits, you will move upstream to deal evaluation and due diligence, and then to other strategic priorities such as AI implementation and advisory growth analytics.Key Responsibilities:IntegrationsLead integration workstreams for acquired firms, owning plans and milestonesAssess acquired firms’ systems and processes and translate findings into requirementsCoordinate across investment, technology, operations, accounting, and complianceProtect data integrity through the migration of client information and financial recordsSurface risks early, report status to leadership, and improve the playbook after each closeM&A and Inorganic GrowthSupport deal evaluation, including banker-provided materials and target financial statementsBuild and maintain models and projections tied to individual acquisition opportunitiesDraft deal overview summaries and diligence questions for target managementOwn the M&A calendar and opportunity tracking in the CRM (Salesforce)Strategic Initiatives (as capacity allows)Support the firm’s AI implementation agenda: use cases, tool evaluation, and pilotsSupport advisory growth strategy and analytics, including Board and Leadership KPI reportingCore Capabilities:Flexes with the work – moves between integration execution, deal analysis, and strategic projects as priorities shiftThinks in systems – breaks messy situations into plans, dependencies, and ownersEarns trust quickly – works credibly with executives and acquired-firm principals, and challenges constructivelyDrives to done – tracks progress, raises risks early, and closes loops without being chasedQualifications:Bachelor’s degree in Finance, Accounting, Economics, or a related field3–5 years in wealth management, financial services, consulting, or bankingTrack record running multiple projects at once under competing deadlinesProficient in Excel, PowerPoint, and Word; Salesforce experience preferredWorking familiarity with AI tools a plus; Power BI or similar a plusComposition Wealth does not provide immigration-related sponsorship (e.g., H-1B, TN, STEM OPT, etc.) for this role.Why Join Us?Competitive compensation structure401(k) Plan with Employer matchingEmployer health savings accountMedical & vision insuranceContinuing education supportComposition Wealth is passionate about our people. We invest a ton of time, energy and resources in our people.