M&A Summer Analyst – Hybrid Internship in Finance

Aon plc; Chicago (IL); Hybrid; USD 34,000 - 37,000; Full time

Job summary

Wealthspire Advisors LLC in Chicago is seeking a Summer Intern to support the M&A team. The role blends in-person collaboration with remote work, offering hands-on experience in investment research and corporate development.

The internship targets rising juniors or seniors pursuing an undergraduate degree, with a keen interest in financial services and strong analytical and communication skills. The program includes meaningful projects and exposure to CIMs, CIPs, and deal processes.

Qualifications

• Rising junior or senior preferred.
• Pursuing an Undergraduate degree in 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.

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
• Participating 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

Skills

Analytical skills

Communication skills

Attention to detail

Time management

Independence & teamwork

Education

Undergraduate degree (related field)

Tools

Microsoft Office

Job description

Wealthspire Advisors LLC in Chicago is seeking a Summer Intern to support the M&A team. The role blends in-person collaboration with remote work, offering hands-on experience in investment research and corporate development.

The internship targets rising juniors or seniors pursuing an undergraduate degree, with a keen interest in financial services and strong analytical and communication skills. The program includes meaningful projects and exposure to CIMs, CIPs, and deal processes.