About the Role

As an Associate, you will collaborate with project teams to conduct financial analysis, write client-ready materials, and maintain client relationships. You will also be responsible for identifying client issues, developing strategies for resolution, and staying updated on industry trends. The position requires effective communication and the ability to manage multiple engagements.

About You

Required:

Bachelor’s degree in Finance or Accounting.
3-5 years of experience in investment banking, transaction advisory, or financial consulting.
Strong written and verbal communication skills.
Proficiency in Microsoft Word, Excel, and PowerPoint.

Preferred:

Master’s degree in Finance or Accounting.
Professional designations such as CPA, CVA, ASA, CFA, or FINRA licenses.
Experience in developing and delivering presentations.

MarshBerry – Helping Clients Learn, Improve & Realize Value MarshBerry is a global leader in financial services and consulting dedicated to helping insurance brokerages, and firms in the wealth management industry, achieve sustained growth and value for every stage of ownership. With a legacy spanning over 40 years, MarshBerry offers an extensive suite of services, including Investment Banking (Merger & Acquisition Advisory; Capital Raising), Financial Consulting (Strategic Planning; Valuations; Perpetuation Planning), Organic Growth Consulting (Leadership, Sales & Talent Solutions), Executive Peer Exchange, Agency Network and Market Intelligence and Performance Benchmarking. For more information, visit www.MarshBerry.com. *Investment banking services in the USA offered through MarshBerry Capital, LLC, Member FINRA and SIPC, and an affiliate of Marsh, Berry & Company, LLC, 28601 Chagrin Blvd, Suite 400, Woodmere, OH 44122 (440) 354-3230.

Associate, Investment Banking & Consulting

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About the Role

About You

Benefits