About Aspen Standard Wealth

Aspen Standard Wealth is building the next great national RIA platform by combining the resources of a large firm with the independence and culture of the boutique RIAs we partner with. Backed by Alpine Investors, Aspen provides permanent capital and strategic support to top wealth management firms across the country, helping them scale without sacrificing what makes them great.

Founded in 2024, Aspen is one of the fastest-growing companies in the industry, with a bold mission to become a $100B+ AUM platform in the next five years. We take a people-first approach by investing in talent, empowering local leaders, and building a culture of exceptional execution, trust, and integrity. Join us at the ground level and help shape the future of wealth management.

About Alpine Investors

Alpine Investors is a people-driven private equity firm committed to building great companies by working with, learning from, and developing exceptional people. Alpine prides itself on fostering cultures where people value empowerment, diversity, fairness, integrity, and intellectual honesty. Founded in 2001, Alpine specializes in investments in companies in the software and services industries. Alpine has over $17 billion in AUM and has offices in San Francisco, New York, and Salt Lake City.

About the Job

Aspen Standard Wealth is growing rapidly through acquisition, and we're hiring an M&A Investing Associate to support our high-velocity deal execution engine. This role is based in New York City (in-office).

If you have experience in a fast-paced, high-growth environment and strong financial modeling, diligence, and strategic evaluation skills, this could be the perfect opportunity for you.

Responsibilities

Below are the core areas of work for this role:

• Conduct comprehensive financial, operational, and strategic due diligence on prospective acquisitions.

• Build detailed financial models to evaluate returns, assess upside/downside scenarios, and identify value creation levers.

• Develop investment memos and presentation materials for Aspen and Alpine stakeholders.

• Support and eventually lead specific diligence workstreams across multiple simultaneous live deals.

• Participate in management presentations, analyst calls, and diligence meetings.

• Collaborate closely with the Alpine Investing Team, Aspen Hold Co leadership, and OpCo partners.

• Manage deal timelines, workflows, and priorities with rigor and organization.

Experiences and Functional Skills Required

• 2–4 years of professional financial services experience, ideally in investment banking.

• Strong technical and analytical capabilities, including financial modeling, commercial judgment, and scenario analysis.

• Solid understanding of accounting and corporate finance fundamentals.

• Strong executive presence and ability to engage with strong personalities.

Behaviors and Mindsets Required

• Grit and resilience: You thrive in high-pressure, fast-moving deal cycles. You maintain effectiveness and perspective under stress, setbacks, or sustained pressure.

• Ownership and accountability: You take full responsibility for outcomes, not just tasks - doing what it takes to get to the result, and owning the consequences. 

• Intellectual curiosity: You have the belief that abilities, judgment, and performance can be continually expanded through effort, feedback, and deliberate learning—and that challenge, discomfort, and failure are necessary ingredients of long-term growth. 

• High EQ: You read people and emotional dynamics accurately and interact in a way that reduces friction and keeps relationships productive. You can build confidence, reliability, integrity, and show good intent through consistent words, actions, and follow-through.

Aspen Benefits

Aspen Standard Wealth offers a comprehensive benefits package designed to support employee health, financial security, and overall well-being. Full-time employees in this role are eligible for:

• Medical, Dental, and Vision Insurance

• Health Savings Account (HSA) with employer contributions

• Commuter Benefits

• 401(k) Plan with a 4% employer match

• Unlimited Paid Time Off (PTO)

• Life Insurance Coverage

These benefits are intended to provide meaningful support across health, financial planning, and work-life flexibility.

Aspen Standard Wealth is an equal-opportunity employer and welcomes applicants from all backgrounds.