Associate, Corporate Development (Mergers & Acquisitions)

Location: Hybrid position in the New York or Philadelphia office; applicants must be legally authorized to work in the U.S. without immigration sponsorship. Relocation assistance is not provided.

Salary: $90,000–$125,000 annually, plus potential annual bonus.

Company

hirify.global is a financial services company providing insurance, retirement, investment, savings, and related solutions as part of the Aegon group.

What you will do

• Support acquisitions, divestitures, reinsurance transactions, strategic investments, and partnership opportunities.
• Build financial models, valuation analyses, scenario assessments, and transaction return analyses.
• Conduct market research, competitive benchmarking, and insurance industry analysis.
• Coordinate due diligence across actuarial, finance, legal, compliance, tax, treasury, investments, risk, technology, operations, and HR functions.
• Maintain data rooms, diligence trackers, issue logs, transaction milestones, and governance materials.
• Prepare executive presentations, memoranda, recommendations, and risk summaries while partnering with internal stakeholders and external advisors.

Requirements

• Bachelor’s degree in finance, accounting, economics, business, or a related field.
• At least two years of experience in financial services, corporate development, investment banking, transaction advisory, management consulting, private equity, strategic finance, or a related field.
• Knowledge of financial modeling, valuation methodologies, discounted cash flow analysis, comparable company analysis, and precedent transaction analysis.
• Ability to analyze financial statements and understand accounting, capital, and earnings concepts.
• Ability to manage multiple projects and priorities in a fast-paced environment.
• Strong analytical, organizational, problem-solving, written, and verbal communication skills.
• Results-driven commercial and deal-maker mentality; ability to handle confidential information with professionalism and discretion.
• Proficiency in Microsoft Excel, PowerPoint, and Word.
• Legal authorization to work in the U.S. without immigration sponsorship or an employer of record for immigration employment purposes.

Nice to have

• Experience in life insurance, annuities, retirement, wealth management, asset management, reinsurance, or other financial services.
• Knowledge of statutory accounting, GAAP, capital frameworks, reserves, and earnings drivers in insurance organizations.
• Progress toward or possession of CFA, CPA, or MBA.
• Knowledge of strategic partnerships, mergers and acquisitions, capital deployment, market structure, industry trends, distribution models, and insurance product strategies.

Culture & Benefits

• Collaborative, inclusive environment focused on accountability, innovation, work-life balance, and diversity.
• Medical, dental, vision, disability, pension, 401(k) match, employee stock purchase plan, and employee discounts.
• Paid time off starting at 160 hours annually in the first year and ten paid holidays per year.
• Tuition reimbursement, career training, wellness, parental leave, adoption assistance, backup care, and employee assistance programs.
• Employee resource groups, inclusion and diversity programs, volunteer PTO, matching gifts, recognition, and referral programs.