2025 Charles Schwab Corporate Finance Development & Strategy Internship (Graduate Only)

Charles Schwab • San Francisco, CA

281d • $30 - $37

About The Position

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Throughout the 9-week paid internship, there will be inspiring opportunities that welcome you into the Schwab culture and immerse you into your role. The interactive program focuses on a variety of opportunities which feature a business track project, an intern cohort project, learning activities, volunteering in the community, a dedicated intern leader, networking, and exploring your unique personal strengths! Come “challenge the status quo” for the Summer of 2025 and learn what it means to be the next generation of Schwab change makers! The Corporate Development team at Schwab is a part of the Corporate Development & Strategy function in the Finance organization. The team supports the inorganic growth strategy of the firm by analyzing and executing acquisitions, divestitures, and strategic investments. In recent years, the Corporate Development team has been very active and successfully completed numerous transactions, including the acquisition of the assets of USAA's Investment Management Company and the all-stock acquisition of TD Ameritrade. These transactions created a large-scale, full-service investment firm with world-class solutions and unlocked meaningful financial benefits for our stockholders. We expect to continue to remain active in the evaluation and execution of transactions going forward. As a member of the Corporate Development team, the Corporate Development intern will assist in preparing detailed financial analysis of mergers and acquisitions, divestitures, and strategic investments, help in preparing presentations which outline the strategic and financial rationale for transactions, partner with cross-functional teams across Schwab, work with the business enterprises, functional areas (e.g., Legal, Technology, Operations, Intellectual Property, Human Resources, etc.) and other areas of Finance on the analysis and execution of acquisitions, divestitures, and strategic investments, and conduct strategic industry analysis and landscape studies.

Requirements

• Enrolled in a PhD. or master's degree program in a technical or quantitative field.
• Ability to work full time (40 hours) and be on-site at the San Francisco Schwab location for the duration of the 9-week program (June 9 to August 8, 2025).

Nice To Haves

• Experience with financial modeling and Bloomberg resources and tools.
• Background exposure to business and strategy analytics.
• Optimism and curiosity with a keen sense of purpose and awareness.
• Resourcefulness and flexibility, enjoying cross-functional partnerships and collaboration.
• An innovative and questioning demeanor, seeking better ways to do things and exceeding client expectations.
• Outstanding communication skills (written and oral).
• Excellent organizational skills to manage multiple priorities.

Responsibilities

• Assist in preparing detailed financial analysis of mergers and acquisitions, divestitures, and strategic investments.
• Help in preparing presentations outlining the strategic and financial rationale for transactions.
• Partner with cross-functional teams across Schwab.
• Work with business enterprises and functional areas (e.g., Legal, Technology, Operations, Intellectual Property, Human Resources, etc.) on analysis and execution of transactions.
• Conduct strategic industry analysis and landscape studies.

Benefits

• Paid internship for 9 weeks.
• Target total compensation of $30-37/hour.

What This Job Offers

• Career Level: Intern
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Master's degree