MarshBerry ยท 18 hours ago
Associate, Transaction Advisory
Woodmere, OH
Full-time
Hybrid
Mid Level
3+ years expMarshBerry is a growing company seeking a Transaction Advisory Associate to join their team. The Associate will be responsible for buyside merger and acquisition advisory, due diligence, and financial consulting projects while developing relationships with clients and identifying growth opportunities.
Financial ServicesManagement Consulting
Responsibilities
Collaborate as member of project teams in fulfillment of transaction advisory engagements, including financial analysis and models, fact finding, data gathering, analysis, report writing, and value determination
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 transaction advisory consulting engagements
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
Qualification
Required
Bachelor's degree in Finance or Accounting
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
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
Organized with strong attention to detail while being able to successfully manage multiple engagements
Ability to travel approximately 10-25% 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
Preferred
Master's degree
Additional professional designations, certifications or licenses such as CPA, CVA, ASA, CFA, and FINRA licenses
Benefits
Competitive benefits
Hybrid work schedules
New challenges
Learning experiences
Company
MarshBerry
MarshBerry is a management consulting firm.
51-200 employees
H1B Sponsorship
MarshBerry has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2023 (1)
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Atlas Merchant Capital
2025-09-10Acquired
2022-01-18Private Equity
Leadership Team
Kris Figueroa
Chief Financial Officer
Allison Dassani
Director, Chief Operating Officer of Financial Advisory
Recent News
2025-10-09
Company data provided by crunchbase