Investment Banking Intern - Summer

Investment Banking Intern - Summer 2027

Position Summary:

Marsh Berry is currently seeking an Investment Banking Intern for Summer 2027, based in either our Beachwood, OH, Grand Rapids, MI, Plano, TX, or Dana Point, CA offices. The Investment Banking Intern is responsible for analyzing client business data and financial documents and entering data into financial models to support merger and acquisition advisory, business valuation, due diligence, and financial consulting projects for Marsh Berry's Investment Banking and Consulting Team.

The Intern will also fulfill ad hoc data and research requests.

• Collaborates as a 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.
• Analyzes data from client financial statements and enter it into Marsh Berry models.
• Transforms data from various formats into standardized format and chart of accounts.
• Completes projects in desired timeframe prioritizing work and following guidelines and metrics provided to complete multiple projects simultaneously.
• 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.
• Performs any other special projects, tasks or duties as assigned.

• Students pursuing a Bachelor's Degree in Finance or Accounting at the Senior level.
• Highly proficient with Microsoft Excel, Word, PowerPoint, and Outlook.
• Working knowledge of financial statements and financial and accounting data.
• Strong analytical and problem‑solving skills.
• Strong communication skills; both written and verbal with demonstrated creativity with regard to work.
• Exceptional organization skills and ability to multi‑task; able to complete simultaneous projects and responsibilities with extreme attention to detail according to required timelines and deadlines.
• Must be legally authorized to work in the United States without requiring sponsorship now or in the future.