Merger & Acquisitions Intern

EP Wealth Advisors, LLC • Torrance, CA

2d • $23 - $25

About The Position

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as of December 31, 2025, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers. The EP M&A Internship Program provides hands-on experience in deal sourcing, business development, and transaction execution. As an intern, you'll gain: Personalized mentorship on resume building, cover letters, and interview prep. Coaching on networking and succeeding in a hybrid work environment. Skill development workshops to enhance your professional competencies. M&A Process: invaluable opportunity to develop financial acumen, network with experienced professionals, and gain direct exposure to the M&A process You'll work closely with the Associates and Director gaining real-world exposure to the M&A process. This immersive experience will allow you to learn from a team that thrives on integrity, entrepreneurship, excellence, and a sense of community.

Requirements

• Currently enrolled in a BA/BS program; preference given to rising juniors and seniors
• Excellent written and verbal communication skills
• Strong client‑service orientation and interpersonal skills
• Ability to maintain strict confidentiality and handle sensitive information appropriately
• High level of accuracy and strong attention to detail
• Ability to manage multiple responsibilities and meet competing deadlines
• Professional demeanor and strong sense of accountability

Responsibilities

• Business Development: Maintaining and updating the CRM, tracking prospect engagement, and preparing outreach materials.
• Market Research: Identifying potential acquisition targets and compiling prospect lists.
• Deal Execution: Assisting with due diligence and supporting transactions in later stages.
• Collaboration: Engaging with team members to understand and participate in deal flow.

What This Job Offers

• Career Level: Intern