Coordinate scheduling and logistics for meetings, management presentations, and diligence sessions with internal stakeholders and external targets.
Prepare and maintain internal and external meeting agendas, notes, and follow-ups.
Assist in tracking deal pipeline activities and maintain pipeline tracking tools.
Support preliminary company and market research, including LinkedIn and public data analysis.
Assist in preparing initial bid models and valuation ranges.
Gather and organize financial statements and key performance indicators (KPIs) from target companies.
Support preparation of materials for leadership and board review.
Act as the day-to-day project manager for active diligence processes.
Track deliverables and Q&A across internal workstreams (Finance, Legal, HR, IT, Operations).
Manage the virtual data room (VDR) and ensure information requests are logged, prioritized, and addressed.
Consolidate diligence findings and updates into summary trackers and reports.
Assist in developing and tracking post-close integration plans.
Coordinate early integration workstream meetings and documentation handoffs.
Support communication between the deal team and integration leaders to ensure continuity from diligence through implementation.

Bachelor’s degree in finance, business, economics, or a related field.
2–4 years of experience in corporate development, investment banking, consulting, transaction advisory, or FP&A.
Strong analytical and financial modeling skills (Excel proficiency required).
Excellent organizational skills with the ability to manage multiple concurrent projects.
Prior experience supporting mergers and acquisitions transactions, diligence, and integrations.
Prior experience working with private equity sponsors is highly desirable.
Exposure to energy, sustainability, or consulting sectors a plus.

Corporate Strategy Manager

Key skills