Description

Corporate Development Analyst (Hybrid-Boston, MA)

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.

We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.

Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.

As an Analyst on the Corporate Development Team, you’ll play a pivotal role by supporting the analysis, planning and execution of M&A, business development and financial transactions. Your ability to quickly synthesize data to understand the core drivers of any commercial scenario will be critical to advising the executive team upon strategic inorganic and material organic initiatives.

For this Analyst role, we need someone who is motivated with proven analytical abilities, attention to detail and excellent communications skills to help find, diligence and acquire RIAs. If you are a fast learner looking to further build your knowledge of M&A and financial analysis, this may be an opportunity for you!

Responsibilities

Directly source companies by building prospecting lists based on proprietary research Build initial deal summaries based on CIMs, public data, and other available materials Participate in due diligence processes involving consultants, lawyers, and other service providers Develop investment memoranda and post-merger integration documents Manage administrative processes such as the signing of NDAs, call, and meeting scheduling

Requirements

Strong written and verbal communication skills Strong organizational and analytical skills with high attention to detail and accuracy Proficiency with data analysis and data visualization using Microsoft excel Proficiency with Microsoft PowerPoint Basic accounting knowledge and understanding of the three major financial statements - a plus but not required M&A experience - a plus but not required

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $78,000 - $104,100. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

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's 1 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2 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.

For more information, please visit EdelmanFinancialEngines.com.

2024 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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Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [email protected]. #J-18808-Ljbffr