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Mergers and Acquisitions Associate

Position Summary:

The Mergers and Acquisitions Associate plays a critical role in supporting the organization’s strategic growth across North America through the identification, evaluation, and execution of mergers, acquisitions, investments, and partnerships. This position collaborates with cross functional teams—including Finance, Legal, Strategy, HR and Senior Leadership—to assess feasibility and ensure successful deal execution.

The Associate is responsible for coordinating and managing due diligence processes, preparing presentations and transaction documentation, and maintaining compliance and confidentiality. The role contributes to post-merge integration activities to ensure seamless transition and value realization.

Success in this role requires effective communication skills, and the ability to manage multiple projects in a fast-paced environment while handling sensitive and confidential information. The Associate works closely with executive leadership throughout the full transaction lifecycle and plays a key role in advancing the company’s long-term growth strategy. This role has the ability to work remotely; however, travel requirements range from 25-50% of your time based on project needs, including hours outside normal operations to tour or meet with clients on property.

Essential Job Duties and Responsibilities:

  • Coordinate, manage, and participate in due diligence processes, including collaboration with cross‑functional teams and external advisors
  • Maintain, update, and organize deal documentation while ensuring compliance with requirements and internal standards
  • Collaborate with internal company departments to evaluate feasibility and ensure smooth progression of transactions
  • Assist in post‑merger integration planning and execution to support a seamless transition and value capture
  • Stay current on market trends, industry developments, and M&A best practices to inform strategic decisions
  • Prepare reports, presentations, and acquisition documentation for executive leadership and external partners
  • Support all aspects of the transaction lifecycle—including opportunity, due diligence, negotiation support, integration planning and development of documents required for acquisition
  • Coordinate internal and external communications throughout the deal process, ensuring alignment among stakeholders
  • Demonstrates sound judgment under time pressure; communicates concepts succinctly to executives
  • Builds trust and alignment with cross functional leaders to resolve diligence findings quickly

Minimum Qualifications (Experience, Skills, and Education):

  • Bachelor’s degree in Finance, Economics, Accounting, or related field. MBA is considered a plus
  • Proven experience in mergers & acquisitions, or a closely related field is desired
  • Prior experience (2–4 years) as an M&A analyst
  • Excellent project management skills
  • Able to synthesize analytical findings into clear, meaningful insights and communicate them confidently to senior leaders and external associates
  • Deliver precise written and verbal communication both internally within MEI leadership as well as when working with acquisition parties, knowing when to listen and when to contribute
  • Maintaining strict confidentiality is essential, requiring the Associate to exercise complete discretion with all sensitive materials they encounter
  • Demonstrated emotional intelligence, including the ability to navigate high‑stakes situations with composure and professionalism.
  • High attention to detail and ability to manage confidential information appropriately
  • Expertise with Microsoft Office Suite, especially Excel, PowerPoint, Planner and PBI reports
  • Exceptional analytical and problem-solving abilities, with careful attention to detail
  • Ability to work effectively with senior executives and cross-functional teams
  • Ability to manage multiple projects under tight deadlines and maintain a positive, team-oriented attitude

Physical Requirements and Working Conditions:

The M&A Associate role will perform work at home and onsite in a office environment. Will frequently use a computer, keyboard / mouse, cellular or office telephone, and regular business office equipment. Extended periods of sitting for long durations. Occasional walking over uneven terrain, accessing outdoor areas or performing work in non-temperature-controlled environments may be necessary. Infrequent lifting and/or moving objects of up to 10 lbs. Travel may be required up to 25%-50% of the time.

Additional Requirements:

Work with a Top-of-Mind Awareness for the safety of yourself and everyone at the job site. Must be able to work in a high functioning team environment. Display the highest levels of honesty, integrity, and professionalism. Take pride in your work and in the company. Communicate openly and strive for peak performance in daily tasks. Know and deliver the quality service MEI’s customers have come to expect.

Disclaimer: This job description is intended to summarize the type and level of work performed by an M&A Associate and is not an exhaustive list of all duties, responsibilities, and/or requirements. MEI reserves the right to change or modify this job description or the essential duties of the job, as necessary.

MEI is an Equal Opportunity, M/F/Disabled/Vet Preferred Employer.

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