Senior Manager at Broadridge driving growth through acquisitions and partnerships. Evaluating opportunities and supporting strategic initiatives in a cross-functional team environment.
Responsibilities
Evaluation of Acquisition, Strategic Investment, and Partnership Opportunities
Develop financial models to assess and value acquisition, investment, and partnership opportunities in close collaboration with business units, sales, and finance.
Create detailed operating plans and synergy forecasts; conduct DCF, comparable company, precedent transaction, ROIC, and accretion/dilution analyses.
Contribute to all phases of business case development, including overviews, market sizing, strategic fit, financial analysis, integration planning, and partnership structure.
Prepare internal presentations for C-suite and Board approval, and assist with follow-up analyses.
Support clear and effective communication of business cases to key stakeholders, including executive leadership.
Coordinate due diligence among target companies (or potential partners), advisors, Broadridge’s diligence teams, and third-party consultants.
Prepare diligence request lists, meeting agendas, and review materials from data rooms and consultant reports.
Assist in preparing monthly integration steering committee reports and meetings.
Support the annual deal performance review process used by Broadridge leadership to evaluate acquisition outcomes.
Maintain M&A databases of public company comparables, Broadridge trading multiples, precedent transactions, and target opportunities.
Conduct market and competitive analysis to inform inorganic growth strategy, deal sourcing, and opportunity assessment.
Provide analytical and strategic support for major corporate or sales initiatives as needed.
Requirements
Bachelor’s degree required.
2–5 years of relevant experience in corporate development, investment banking, or private equity, with a strong foundation in M&A.
Working knowledge of the asset & wealth management, capital markets, and/or financial technology industries preferred.
Experience across the end-to-end transaction lifecycle, including sourcing, valuation, structuring, due diligence, negotiation, documentation, and integration.
Strong problem-solving, quantitative, and analytical abilities with advanced proficiency in financial modeling and valuation.
Demonstrated success leading or contributing to cross-functional teams.
Excellent verbal and written communication skills, with the ability to articulate complex recommendations clearly to stakeholders at all levels.
Motivated self-starter with a business-oriented, results-driven mindset.
Collaborative team player who approaches work with ownership and accountability ("principal’s mindset").
Benefits
Comprehensive benefit offerings
Paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act
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