Choreo

Corporate Development Analyst

Choreo

2 months ago
Charlotte, NC
Hybrid
Full Time
Junior
0 applicants
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Choreo
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About this role

The Corporate Development Analyst supports the full lifecycle of mergers, acquisitions, strategic partnerships, and growth initiatives for a wealth management firm. The role works with senior leaders and cross-functional teams to enable inorganic growth through financial analysis, market research, due diligence support, and project coordination.

Skills

Qualifications

Bachelor's Degree in Finance, Economics, or Business
Choreo

About Choreo

choreoadvisors.com

Choreo Advisors is a wealth management firm that provides integrated, planning-first advisory services for business owners, executives, families, foundations, and working professionals. They pair clients with coordinated advisor teams that deliver personalized financial planning and ongoing guidance across investments, tax, estate and risk considerations. The firm emphasizes collaborative relationships rooted in clients’ personal goals, aiming to translate wealth into long-term fulfillment.

About Choreo

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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