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Job Summary:
The M&A Analyst/Associate position with EdgeCo Holdings is a newly established role that will have direct exposure to EdgeCo’s senior management. The M&A Analyst/Associate will join the corporate deal team and spend the majority of the time on corporate development initiatives with some additional work on FP&A projects as needed.
Location: Ideal candidates will be located in Pittsburgh, PA and work in a hybrid capacity.
Duties/Responsibilities:
Required Skills/Abilities:
Who We Are:
EdgeCo Holdings' is made up of several affiliated companies including AmericanTCS and NewEdge Capital Group that have been providing a suite of technology and support services to financial intermediaries and their clients, including full-service retirement plan administration, wealth management, brokerage, advisory, and trust and custody solutions for over four decades.
NewEdge Capital Group provides best-in-class technology-enabled solutions and support services to financial advisors and their clients. Comprised of NewEdge Wealth, NewEdge Advisors, and NewEdge Securities, they have over $30 billion in client assets and support over 300 financial advisors servicing several thousand households, family offices and institutions comprising more than 75,000 client accounts.
AmericanTCS was built by a dedication to innovation, integrity, and desire to help people achieve a successful financial outcome. AmericanTCS is comprised of several subsidiary companies including American Trust Custody, American Trust Retirement, American Trust Wealth, Pension Pro and Hub , together they provide industry-leading financial services to the American workforce with the mission to create financial security for all Americans. Currently, AmericanTCS has over $120 billion assets and supports over 300K retirement plans.
What We Offer:
Compensation will be comprised of a base salary and opportunity to qualify for a quarterly performance-based bonus program. EdgeCo Holdings benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance, PTO and 401(k) match (after applicable waiting periods).
Applications will be accepted on an ongoing basis.
Full Time
Business Services
$69k-87k (estimate)
05/25/2024
06/22/2024
PITTSBURGH, PA
100 - 200
2018
$10M - $50M
Business Services