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Corporate Development Analyst

Corporate Development Analyst

Edelman Financial EnginesBoston, MA, United States
2 days ago
Job type
  • Full-time
Job description

Overview

Corporate Development Analyst (Hybrid-Boston, MA). Edelman Financial Engines (EFE) guides people with the financial advice they need to thrive. Our culture is grounded in our CORE values : Client First, One Team, Respectful Candor, and Endless Curiosity. If you are inspired by purpose-driven work and a collaborative, values-led culture, 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 on 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

Qualifications

  • 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 is a plus but not required
  • M&A experience is a plus but not required
  • Compensation and Benefits

    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 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 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 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets. Our approach combines advanced methodology and proprietary technology with the attention of a dedicated personal financial planner.

    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.

    For California residents, please see the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information.

    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 contacting your recruiter or HRQ@EdelmanFinancialEngines.com.

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    Analyst Corporate Development • Boston, MA, United States