MarshBerry · 5 months ago
Associate, Investment Banking & Consulting
New York, New York, United States
Full-time
Onsite
Mid Level
3+ years expMarshBerry is a growing company seeking an Associate to join their team in New York City. The Associate will be responsible for fulfilling merger and acquisition advisory, business valuation, due diligence, and financial consulting projects while developing relationships with clients and identifying new opportunities.
Financial ServicesManagement Consulting
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
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: 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
Preferred
Master's degree
Additional professional designations, certifications or licenses are a plus, 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
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