Associate Financial Advisory

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 NY 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.

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 daytoday 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 on financial consulting and M&A advisory engagements.
• Publish articles on transaction advisory diligence financial consulting valuation and other topics affecting the insurance distribution system.
• 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.
• Target Salary for NY: $120140K
  
  

Selection Criteria

Education & Experience:

• Bachelors degree in Finance or Accounting Masters degree preferred.
• Additional professional designations certifications or licenses are a plus such as CPA CVA ASA CFA and FINRA licenses.
• 35 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 problemsolving 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 2540 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 peertopeer 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.

Its 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:

• Crains Best Employers in Ohio
• The Nations Best and Brightest in Wellness
• North Coast 99
• Top Work Places The Plain Dealer
• Weatherhead 100
• West Michigans Best and Brightest Companies to Work for

To learn more about MarshBerry visit www.marshberry.

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.