Investment Banking Analyst - Summer

Investment Banking Analyst – Summer 2027

Marsh Berry, a subsidiary of Lincoln International, is growing! We are seeking a Financial Analyst to join our team. We have a people-first, fast-paced, collaborative culture with plenty of opportunity for growth. Marsh Berry has been successful in achieving growth objectives because of the trust our clients place in our talented team of professionals, and all Marsh Berry colleagues play a critical role in directly or indirectly cultivating those trusted relationships.

Marsh Berry provides an environment where employees can learn, improve, and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.

Position Summary:

Marsh Berry is seeking an Investment Banking Analyst, based in either our Beachwood OH, Grand Rapids MI, Plano TX, or Dana Point CA office. This position is intended for candidates seeking full-time employment, beginning in Summer 2027, with an anticipated start date of July 6, 2027. The Investment Banking Analyst is responsible for analyzing client business and financial documents and preparing financial models to support merger and acquisition advisory, business valuation, due diligence, and financial consulting projects.

Responsibilities:

• Collaborates as a key member of project teams in fulfillment of merger and acquisition advisory, valuation, due diligence, and financial consulting projects including financial analysis and models, fact finding, data gathering, analysis, report writing, and value determination.
• Responsible for researching, compiling and analyzing various metrics these may include statistics needed for valuation reports, and/or research needed for articles and presentations.
• Completes projects in desired timeframe prioritizing work following guidelines and metrics provided to complete multiple projects simultaneously.
• Develops client relationships by maintaining positive rapport with clients during projects.
• Supports client business performance improvement initiatives by providing analysis and recommendations for improved business and financial performance, in keeping with "proven practices" industry standards.
• Support new business generation through reactive methods to introduce our products and services.
• Cultivates and maintains effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all Marsh Berry services.
• Any other special projects, tasks or duties as assigned.

Selection Criteria:

• Bachelor's degree in Business, Finance, Accounting, or a related field, completed or expected to be completed prior to the July 6, 2027 start date. Master's degree is a plus.
• 1–3 years of relevant experience through internships, co-ops, or other work experience in investment banking, transaction advisory, corporate development, assurance services, financial consulting, or financial services.
• Proficient with technology;
  Microsoft Word, Excel, Power Point and Access or similar database.
• Strong analytical and problem solving skills; techniques to identify and resolve issues in a timely manner.
• Strong communication skills; both written and verbal with demonstrated creativity with regard to work.
• Exceptional organization skills; using systematic methods to perform work and creativity to recommend or create new work methods or procedures.
• Ability to multi-task; able to complete simultaneous projects and responsibilities with extreme attention to detail according to required timelines and deadlines.
• Ability to work extended hours as needed. Some travel will be required.

Base salary target for CA: $85,000 - $95,000

Working at Marsh Berry:

Who We Are:

Marsh Berry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all.

What…