About the Job
FS Investments (“FS”) is a global alternative asset manager dedicated to delivering superior performance and innovative investment and capital solutions. The firm manages over $75 billion in assets for a wide range of clients, including institutional investors, financial professionals and individual investors. FS Investments provides access to a broad suite of alternative asset classes and strategies through its best-in-class investment teams and partners. With its diversified platform and flexible capital solutions, the firm is a valued partner to general partners, asset owners and portfolio companies. FS Investments is grounded in its high-performance culture and guided by its commitment to building value for its clients, investing in its colleagues and giving back to its communities. The firm has more than 500 employees across offices in the U.S, Europe and Asia and is headquartered in Philadelphia.
FS is looking for a Vice President to expand its corporate development and M&A practice with a focus on financial services, specifically asset management, insurance, and specialty finance. In this role, the candidate will work closely with senior management, and as an individual contributor, to execute M&A transactions, from initial research and analysis to due diligence, financial modeling, and deal structuring. The candidate will also analyze industry trends and assess competitive landscapes, identify investment opportunities, and support internal strategy initiatives. This is an excellent opportunity for a driven individual to work on a high volume of deals and directly with the firm’s executive team. Prior experience in M&A, private equity investing, and FIG banking is a prerequisite for the role.
Key Responsibilities:
- Develop, maintain, and analyze complex financial models to support M&A transactions, venture investments, and other strategic initiatives.
- Build investment memos for select targets which include industry landscape, investment thesis, strategic rationale, target highlights, financial models of target, risks and mitigations, and structuring recommendations.
- Assist in all phases of transaction execution, including deal structuring, negotiation, documentation, and integration planning.
- Conduct comprehensive financial analysis, including valuation modeling, financial statement analysis, and benchmarking, to support deal decision-making.
- Perform industry and market research to identify potential targets and assess market dynamics, trends, and competitive landscapes.
- Lead market and competitive research, synthesize findings, and work with senior members to propose recommendations that help shape inorganic approach.
- Manage due diligence efforts by gathering and analyzing data, preparing diligence reports, and assessing risks and opportunities associated with target companies.
- Cultivate and maintain relationships with bankers, private equity funds, industry professionals, and other key stakeholders to support business development efforts and identify potential deal opportunities.
- Facilitate discussions with cross-functional teams together to identify focus areas for inorganic efforts, evaluate potential opportunities, assess how inorganic strategy can support business initiatives and drive overall goals, and make strategic recommendations.
Candidate Requirements:
- 4-7 years of experience in M&A banking, private equity investing, corporate development, or venture investing focused on financial services, and preferably asset management, specialty finance or insurance.
- A bachelor's degree in finance, accounting, applied mathematics, economics, or other business major is required, or an equivalent combination of education and experience.
- Excellent financial modeling and valuation skills, with a demonstrated track record of executing complicated financial analyses.
- Strong communication skills, including development of clear memos and presentations to senior management at the Company.
- Understanding of M&A processes for both public and private transactions, including deal sourcing/structuring, due diligence, and execution, with a proven track record of contributing to closed deals.
- Experience in performing quantitative and analytical financial modelling and detailed market analyses in private equity, venture capital, investment banking, and/or corporate development.
- Strong analytical, quantitative, and problem-solving skills.
- Exceptional attention to detail, organizational skills, and ability to manage multiple competing priorities simultaneously.
- Advanced proficiency with Microsoft Office Suite, particularly Excel and PowerPoint.
FS Investments: 30 years of leadership in private markets
FS Investments is an alternative asset manager dedicated to delivering attractive returns across private equity, private credit and real estate. Following its 2023 acquisition of Portfolio Advisors, FS Investments now manages over $80 billion for both institutional and wealth management clients around the world, drawing on 30 years of experience and more than 500 employees operating across nine global offices.
The firm’s investment professionals manage a wide range of differentiated strategies across private markets and collectively manage relationships with 300+ sponsors. FS Investments’ active partnership model creates a virtuous cycle of superior market insights and deal flow, which inform the underwriting process and help to generate strong returns.
FS is an Equal Opportunity Employer.
FS Investments does not accept unsolicited resumes from recruiters or search firms. Any resume or referral submitted in the absence of a signed agreement is property of FS Investments and no fee will be paid.
