Associate, Transaction Advisory

MarshBerry is growing! We are seeking a Transaction Advisory 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 a Transaction Advisory Associate based in our Beachwood OH, Grand Rapids MI, Plano, or TX office. The Associate will fulfill buyside merger and acquisition advisory, due diligence, and financial consulting projects. The Associate will also be responsible for developing relationships with existing clients and new prospects, identifying opportunities, and supporting the growth of the practice. 

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.

Selection Criteria

Education & Experience:

• Bachelor’s degree in Finance or Accounting, Master’s degree preferred.
• Additional professional designations, certifications or licenses are a plus, such as, CPA, CVA, ASA, CFA, and FINRA licenses.
• 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.

Other:

• 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 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.

Working at MarshBerry

Who We Are:

MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all.

What We Do:

MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following:

• Crain’s Best Employers in Ohio
• The Nation’s Best and Brightest in Wellness
• North Coast 99
• Top Work Places - The Plain Dealer
• Weatherhead 100
• West Michigan’s Best and Brightest Companies to Work for

To learn more about MarshBerry, visit www.marshberry.com.

We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.