2027 M&A Intern
Wealthspire
Chicago, ILFresher5h agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 1 year · Bachelor's degree
- Must know
- ExcelMicrosoft Office
- Work
- On-site in Chicago · internship
- Pay
- $25–$27 an hour
- Skill demand
- Excel43%Microsoft Office25%of 100 similar entry-level jobs posted in the US this week
- Listed
- Nov 12, 2026 · still open
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About the Role
Wealthspire is a leading wealth management, retirement advisory, and business management firm. This 10-week Summer Intern Program is designed to provide students with a challenging and meaningful experience supporting the M&A team. The position involves day-to-day responsibilities and a variety of projects that will allow interns to enhance their industry knowledge. The role is in-person three days a week and remote two days per week.
Location
500 W. Madison Street, Suite 1700, Chicago, IL, 60661
Key Responsibilities
- Gain an understanding of what attributes make prospects attractive for M&A, specifically in the RIA and business management industries
- Analyze CIMs / CIPs and summarize materials for the corporate development team
- Create initial analysis based on prospect financials and compare to Wealthspire benchmarks
- Participate in initial calls with prospective target companies
- Gain an understanding for the deal approval process
- Create analysis based on the financials, AUM, and pro forma for use in various deliverables
- Participate in the departmental diligence processes
- Assist in the creation of various presentations used throughout the diligence process
- Assist in the creation of deal evaluation materials
- Assist in the creation of the flow of funds
- Gain an understanding of the integration / monitoring process
- Participate in the integration kick off call immediately after close
- Assist in the creation of the opening balance sheet
- Participate in the ongoing monitoring of businesses after closing
Qualifications
- Rising junior or senior preferred
- Pursuing an Undergraduate degree in a related field
- Genuine interest in investment research or investment consulting and desire to learn more about the financial services industry
- Strong analytical skills with a keen attention to detail, organization skills and time management skills
- Ability to work independently and collaboratively in a collegial environment with excellent verbal and written communication skills
- Knowledge and experience with Microsoft Office products such as Word, PowerPoint and Excel
The hourly range for this position is $25.00 – $27.00 per hour.