Corporate Development Analyst

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

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.

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