About this role
Role Overview
- Lead research and analysis on new growth opportunities, including acquisitions, strategic investments, and integrated commercial partnerships that align to Fiserv client needs and strategic priorities
- Evaluate target positioning within industry and solution segments; assess competitive landscape, market dynamics, and key risks
- Create and maintain financial models and valuation analyses (discounted cash flow, comparable company, precedent transactions, accretion/dilution, pre/post-money scenarios) to support decision-making and business case development
- Partner with Business Unit Strategy, Product, and Finance leaders to produce financial and competitive analysis, prepare executive-level presentations, and support internal approval processes
- Manage and coordinate cross-functional due diligence and deal execution across Finance, Legal, HR, Risk, Technology, Cyber, and third-party advisors (e.g., counsel, transaction services)
- Participate in structuring, negotiating, and reviewing principal commercial and legal transaction terms and documentation (letter of intent, purchase agreements, non-disclosure agreements)
- Drive pre-closing integration planning and support post-close integration readiness, including orchestration of integration playbooks and alignment with integration PMO
- Assess and recommend process improvements for strategic initiative execution, due diligence workflows, and integration readiness
Requirements
- Bachelor’s Degree
- 4+ years experience in equity research or mergers & acquisitions (investment banking, private equity, corporate development, or other transaction advisory)
- Strong capabilities in financial modeling, forecasting, and strategic analysis, including discounted cash flow, accretion dilution, leveraged buyouts, etc.
- Experience with financial modeling best practices and industry standards
- (Great to have) Master of Business Administration (MBA) or other advanced degree
- (Great to have) Experience managing external advisors (investment banks, law firms, accounting/transaction services) through deal execution
- Must currently possess valid and unrestricted U.S. work authorization to be considered for this role
Benefits
- Fuel Your Life program to support your physical, financial, social, and emotional well-being
- Paid holidays and generous time away policies
- No-cost mental health support through Employee Assistance Programs
- Living Proof program to recognize your peers’ extra effort with points redeemable for rewards
- Eight Employee Resource Groups to foster a collaborative culture and expand your network
- Unparalleled professional growth with training, development, and internal mobility opportunities
- Medical, dental, vision, life, and disability insurance options available from day one
- Retirement planning and discounted shares with the Employee Stock Purchase Plan
- Tuition assistance and reimbursement program
- Paid parental, caregiver, and military leave