2027 M&A Intern - Chicago, IL
About The Position
Wealthspire is hiring a 2027 M&A Intern in Chicago, Illinois, for its 10-week Summer Intern Program. The internship provides a challenging, meaningful opportunity to support the M&A team through day-to-day responsibilities and projects that build industry knowledge. The position is in person three days per week and remote two days per week. The intern will learn how the M&A team evaluates prospects in the RIA and business management industries and will contribute to financial analysis, diligence, deal evaluation, and post-close integration and monitoring. The internship offers exposure to the financial services industry and the M&A function while developing skills relevant to a future career. The hourly pay range is $25.00–$27.00. The final base salary depends on factors including experience, credentials, education, certifications, skill level, position scope, and geographic location. The position may also be eligible for performance-based incentives.
Requirements
- Pursuing an undergraduate degree in a related field.
- Genuine interest in investment research or investment consulting and a desire to learn more about the financial services industry.
- Strong analytical skills and keen attention to detail.
- Strong organization and time-management skills.
- Ability to work independently and collaboratively in a collegial environment.
- Excellent verbal and written communication skills.
- Knowledge of and experience with Microsoft Office products, including Word, PowerPoint, and Excel.
Nice To Haves
- Rising junior or senior preferred.
Responsibilities
- Learn what attributes make prospects attractive for M&A in the RIA and business management industries.
- Analyze CIMs/CIPs and summarize materials for the corporate development team.
- Prepare initial analysis using prospect financials and compare results with Wealthspire benchmarks.
- Participate in initial calls with prospective target companies.
- Learn about the deal approval process.
- Create analyses using financials, AUM, and pro forma information for various deliverables.
- Participate in departmental diligence processes.
- Assist in creating presentations used throughout the diligence process.
- Assist in creating deal evaluation materials.
- Assist in creating the flow of funds.
- Learn about the integration and monitoring process.
- Participate in the integration kickoff call immediately after close.
- Assist in creating the opening balance sheet.
- Participate in ongoing monitoring of businesses after closing.
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What This Job Offers
Career Level
Intern
