Business Intelligence Analyst

Marsh Berry, a subsidiary of Lincoln International, is growing! We are seeking a Senior Data 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.

Marsh Berry is currently seeking a Senior Data Analyst for our Beachwood, OH office. The Senior Data Analyst will translate complex information into clear, actionable insights for internal teams and external clients. This role combines hands-on data stewardship, detailed analysis, research and writing, and continuous improvement of the metrics, methodologies and tools that support Marsh Berry’s Intellectual Capital products and services.

The ideal candidate is proactive, self-motivated, curious and client-focused, with an interest in learning deal transaction terminology and processes and private markets.

This is a hybrid position. The identified candidate will work in the office Monday through Thursday with the option to work remotely on Friday's.

• Maintain, validate and enhance proprietary Marsh Berry datasets, ensuring data quality, consistency, completeness and confidentiality.
• Conduct fact finding, data gathering and detailed analysis; identify trends and synthesize findings into accurate, client-ready reports, presentations and written summaries.
• Support internal and external client projects, benchmarking analyses, market research, surveys and special data requests from scoping through delivery.
• Develop a strong understanding of Marsh Berry’s data, methodologies, products and services.
• Identify opportunities to improve existing data, workflows, methodologies and reporting; proactively recommend new metrics, analyses and ways to make insights more useful.
• Complete projects in desired timeframe utilizing prioritization skills to keep multiple projects progressing on target.
• Perform special projects and other tasks as assigned.

• Bachelor’s Degree in Accounting, Finance, Economics, Statistics or Mathematics preferred; equivalent combinations of education and experience will be considered.
• 2-5 years of experience collecting, managing and analyzing data; prior experience in finance, investment banking or consulting is a plus.
• Strong proficiency in Microsoft Office, particularly Excel and PowerPoint; experience with PowerBI is a plus.

• Analytical and critical-thinking skills, with a proactive approach to identifying issues and improving processes.
• Curiosity, initiative and self-motivation, with the ability to prioritize work and make sound decisions independently.
• Strong attention to detail and commitment to delivering accurate, client-ready work on schedule.
• Client-focused mindset and strong written and verbal communication skills, including the ability to synthesize technical findings for different audiences.
• Ability to handle confidential, sensitive, and proprietary information with sound judgment and discretion, ensuring client and company data is protected.

Marsh Berry is a global leader in investment banking and strategic consulting for the financial services industry. With over 40 years of experience, Marsh Berry empowers firms in insurance brokerage & distribution, wealth advisory & retirement planning and accounting & tax practices to…