Associate, Investment Banking & Consulting

MarshBerry•New York, NY

23h•Hybrid

About The Position

MarshBerry is growing! We are seeking an Associate to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry 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. Job Details Position Summary: MarshBerry is currently seeking an Associate based in New York City office . The Associate will fulfill merger and acquisition advisory, business valuation, due diligence, and financial consulting projects. The Associate will also be responsible for developing relationships with existing clients and new prospects, identifying opportunities, and selling projects.

Requirements

Bachelor’s degree in Finance or Accounting, Master’s degree preferred.
3-5 plus years of experience in investment banking, transaction advisory, corporate development, assurance services, financial consulting, or financial services.
Experience consulting and advising clients on operational, financial, and strategic issues.
Experience developing and delivering effective presentations to small and large audiences.
Strong written communication skills are also required.
Demonstrated business acumen; ability to quickly grasp new business concepts and issues.
Ability to develop relationships with clients and prospective clients.
Proficient with technology; including Microsoft Word, Excel and Power Point.
Analytical, with proactive problem-solving skills: Capability to identify and resolve issues in a timely manner.
Organized with strong attention to detail while being able to successfully manage multiple engagements.
Ability to travel approximately 25-40% of the time.
Ability to work flexible and/or extended hours as needed.
This position will also require passing of required licensing exams to become a registered representative of our affiliated broker dealer within a short time period after hire.

Nice To Haves

Additional professional designations, certifications or licenses are a plus, such as, CPA, CVA, ASA, CFA, and FINRA licenses.

Responsibilities

Collaborate as member of project teams in fulfillment of merger and acquisition advisory, valuation, due diligence, and financial consulting projects including financial analysis and models, CIM writing, deal structuring and negotiations, oversight of the day-to-day deal process, and successful closing of transaction or project.
Research, write, and structure client ready work.
Conduct quality review of project components, develop timelines and ensure that they are met.
Review and provide input to the work of Financial Analysts to ensure quality and completion.
Identify issues affecting clients/prospects and develop strategies to effectively resolve these issues.
Resolve problems identified and proactively find solutions for clients.
Maintain the client relationship to ensure successful project execution on financial consulting and M&A advisory engagements.
Publish articles on transaction advisory, diligence, financial consulting, valuation, and other topics affecting the insurance distribution and wealth management industries.
Stay abreast of industry trends and changes, incorporating best practices in the development of services, deliverables, quality standards, policies, and programs.
Cultivate and maintain effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.
Other special projects, tasks or duties as assigned.