M&A Investing Analyst - 2027 - Orion (New York, NY)

Orion Group

New York, NY

Hybrid

Who this role is best for

Candidates with a strong interest in M&A and investing, and a background in business or finance, will find this role offers hands-on deal experience and leadership development opportunities in the skilled trades industry.

Best fit for

Candidates with a strong interest in M&A and investing, and a background in business or finance, will find this role offers hands-on deal experience and leadership development opportunities in the skilled trades industry.
— “The role is a unique opportunity to gain extensive M&A deal experience and leadership skills in a fast-paced and entrepreneurial environment.”
Individuals who are eager to engage directly with business founders and develop operational acumen will thrive in this role.
— “Strong desire to partner with founders and management teams to build leading skilled trades businesses, not just invest in them.”
Candidates who value autonomy and collaborative team dynamics in a New York-based office environment will align well with Orion's culture.
— “Our junior team is given real autonomy in a collaborative, team-first culture.”

Things to consider

This role requires candidates to be authorized to work in the U.S. without visa sponsorship, limiting eligibility to U.S. citizens or residents.
— “Must be authorized to work in the U.S. without current or future visa sponsorship.”
The position demands a commitment to in-office work, with only one day per week remote.
— “based in New York City, in the office four days per week (Fridays remote)”

How to stand out

Highlight direct interaction with business founders and deal leadership experience in your resume and interview responses.
— “interact directly with sellers from day 1 and rapidly develop to lead transaction processes.”
Emphasize your ability to manage complex due diligence processes and financial modeling in your application materials.
— “financial statement analysis, financial modeling and valuation, investment committee presentations, transaction structuring”
Demonstrate your proactive leadership style and capacity to work independently with minimal supervision.
— “Proactive leader with the ability to multi-task and work under limited supervision.”

Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

completed in-depth training
led transaction processes
managed seller relationships

Typical background

financeinvestment bankingM&A

Skills & requirements

Required

Financial ModelingValuationDue DiligenceInvestment Committee PresentationsSeller Relationship Management

Preferred

MBACPA

Stack & domain

Financial ModelingValuationInvestment Committee PresentationsTransaction StructuringAccountingOperational Due DiligenceLegal Due DiligenceThird Party Advisor ManagementDebt FinancingSeller Relationship ManagementCommunicationLeadershipProblem SolvingTeamworkAttention To DetailStrategic ThinkingNullM&AInvestingFinanceBusiness

About the role

Original posting from Orion Group via Greenhouse

M&A Investing Analyst (Full-Time, 2027)
Company Overview
At Orion, we are builders. Orion Services Group is building a skilled trades company: a growing network of commercial services businesses across the United States, spanning HVAC, electrical, plumbing, building automation, and related trades. We want to be the gold standard for people in the Commercial Services trades. We are highly acquisitive, partnering with 15+ operating companies per year, and we are building a 100+ year business with an A+ team. Our culture is low ego, high performance, and deeply committed to our people, our Operating Companies, and our long-term vision.
Role Description
We are seeking a highly driven and organized critical thinker to join our investing team as a full-time analyst beginning in August 2027. The M&A Investing Analyst will have responsibilities that span the entire deal transaction process and are beyond the scope of traditional entry-level investing and finance positions, including: financial statement analysis, financial modeling and valuation, investment committee presentations, transaction structuring, Letter of Intent negotiation, accounting, operational and legal due diligence, third party advisor management (lawyers, CPAs, consultants), debt financing, and seller relationship management.
The role is a unique opportunity to gain extensive M&A deal experience and leadership skills in a fast-paced and entrepreneurial environment. The role begins with in-depth training – working directly with Orion’s senior leadership to develop skills as an investor. Investing Analysts are expected to interact directly with sellers from day 1 and rapidly develop to lead transaction processes. Our junior team is given real autonomy in a collaborative, team-first culture, and we hire analysts who want to grow into future deal leaders.
Candidate Competencies
Expected to graduate from a 4-year undergraduate program in Spring 2027 (or Winter 2026).
Strong interest in M&A, investing, business, and finance with an analytical mindset and quantitative experience.
Strong desire to partner with founders and management teams to build leading skilled trades businesses, not just invest in them.
Minimum GPA of 3.7.
Must be authorized to work in the U.S. without current or future visa sponsorship.
Strong communication and organizational skills.
Proactive leader with the ability to multi-task and work under limited supervision.
Intellectual curiosity and ability to learn quickly.
Sound strategic and critical thinking skills.
Enthusiastic team player with a positive attitude and high integrity.
Location and Compensation
This is a full-time role based in New York City, in the office four days per week (Fridays remote), with a start date in August 2027.
Base salary of $115,000 with a competitive year-end bonus package.
Successful analysts will have a significant amount of upward mobility through a variety of career paths within Orion, including the opportunity to grow into senior investing roles.

Source: Orion Group careers (Greenhouse)