Investment Banking Analyst - Summer 2027
About The Position
MarshBerry, a subsidiary of Lincoln International, is growing and seeking a Financial Analyst to join their team. They offer a people-first, fast-paced, collaborative culture with opportunities for growth. MarshBerry provides an environment where employees can learn, improve, and realize their career goals, offering competitive benefits, hybrid work schedules, new challenges, and learning experiences. The Investment Banking Analyst position is based in Beachwood OH, Grand Rapids MI, Plano TX, or Dana Point CA. This role is intended for candidates seeking full-time employment, beginning in Summer 2027, with an anticipated start date of July 6, 2027. The analyst will be 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.
Requirements
- 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.
- 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.
Nice To Haves
- Master’s degree is a plus.
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 MarshBerry services.
- Any other special projects, tasks or duties as assigned.
Benefits
- competitive benefits
- hybrid work schedules
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
