Intern – Corporate Strategy & Development
At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward!
We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity, and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.
Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team.
As a Corporate Development & Strategy Intern on the Corporate Development & Strategy team, you’ll play a pivotal role by investigating impact of relevant industry trends, tracking growth performance of key competitors as well as identifying & evaluating potential acquisition targets.
In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this Corporate Development & Strategy Intern role, we are seeking a candidate with proven work ethic, good interpersonal skills and an interest in corporate development & strategy to help advance our understanding of the competitive environment & grow inorganically. If you are a hard-working, ambitions student interested in corporate strategy, this may be an opportunity for you!
Responsibilities:
- Research and identify potential acquisition targets.
- Participate in due diligence of potential acquisition targets.
- Research external industry landscape for competitive & market trends and present key opportunities & threats.
- Investigate growth performance of key competitors in wealth management space.
- Help advance strategic deliverables including performing analyses & synthesizing research to inform recommendations.
Requirements:
- Must be a Rising Sophomore or Junior
- Experience with Microsoft Office (Excel, Word, PowerPoint), Financial Modeling (Preferred)
About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's1 with 145+ offices2 across the country and entrusted by 1.3 million clients to manage more than $245 billion in assets.3
Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
© 2023 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819
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1 The Barron’s 2023 Top 100 RIA Firms list, an eight-year annual ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.
2 Edelman Financial Engines data, as of Dec. 31, 2022.
3 Edelman Financial Engines data, as of Sep. 30, 2023.
