Corporate Development Intern at AssetMark in Concord, CA

Summary: AssetMark is a wealth management platform dedicated to supporting financial advisors and their clients. They are seeking a Corporate Development Intern to assist in the evaluation and execution of acquisitions, strategic investments, and partnerships, while gaining hands-on experience in corporate development. Responsibilities: - Pipeline support & opportunity tracking - Support the VP, Corporate Development in maintaining pipeline trackers/dashboards, target lists, and screening materials (status updates, next steps, meeting prep) - Conduct market, company, and competitor research; summarize findings into crisp one-pagers and slide-ready insights - Support outreach and meeting workflows by preparing background research, agendas, notes, and action-item follow-ups for internal and external meetings (e.g., bankers, investors, potential partners/targets) - Assist with the deal process by organizing information and analyses that support evaluation and diligence (e.g., business profiles, customer/market research) - Support preparation of executive-ready materials (PowerPoint and written updates) with a premium on accuracy, clarity, and consistency - Help maintain strong “deal hygiene” (version control, file organization, task lists) so workstreams stay organized and moving - Support data rooms, information requests, and diligence trackers—ensuring requests are logged, materials are organized, and teams have what they need - Coordinate logistics across internal partners (Finance, Legal, Compliance, Tax, Product, Technology, Operations, HR) and external advisors as needed (scheduling, document routing, follow-ups) Required Qualifications: - Currently pursuing a Bachelor's degree in Finance, Economics, Business, or a related field (undergraduate only) - Minimum GPA: 3.5 (or equivalent) - Candidates must be legally authorized to work in the US to be considered - Hybrid work requirement (hard requirement): This is a hybrid role based in Concord, CA; candidates must be able to work on-site on a regular cadence - Strong Excel and PowerPoint capabilities (or the ability to ramp quickly); comfort working with data and producing clean work product - Strong research and synthesis skills; ability to turn messy inputs into clear, structured summaries - High attention to detail and strong organization (you double-check facts, numbers, and formatting) - Professional communication skills and discretion with sensitive information - Coachable and curious—eager to learn and quick to apply feedback - High ownership and reliability—follows through, anticipates needs, and takes pride in being someone the team can count on - Strong work ethic and flexibility—comfortable supporting time-sensitive deadlines when deal timelines accelerate Preferred Qualifications: - No formal M&A experience required; prior internships in finance, strategy, consulting, investment management, or related fields are a plus - Demonstrated interest in corporate development, M&A, strategy, wealth management, wealthtech, and/or fintech - Bonus points for business-related extracurriculars (e.g., investment club, case competitions) and leadership roles on campus Required Skills: Excel, PowerPoint, Market research, Competitor research, Financial analysis, High attention to detail Benefits: Flex Time or Paid Time Off and Sick Time Off, 401K – 6% Employer Match, Medical, Dental, Vision – HDHP or PPO, HSA – Employer contribution (HDHP only), Volunteer Time Off, Career Development / Recognition, Fitness Reimbursement, Hybrid Work Schedule