M&A Investing Analyst

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.