Transaction Advisory Intern (Summer 2026)
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Job Location:
Woodmere, NY - USA
Monthly Salary:
Not Disclosed
Posted on:
25-09-2025
Vacancies:
1 Vacancy
Job Summary
MarshBerry is growing! We are seeking a Transaction Advisory Intern 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 Intern based in either our Beachwood OH Grand Rapids MI or Plano TX offices. The Transaction Advisory Intern will support buy-side transaction advisory including pre-LOI vetting quality of earnings analysis working capital calculations financial due diligence and operational risk assessments. The Intern will also fulfill ad hoc data and research requests.
Responsibilities:
- Collaborates as a 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.
- Analyze data from client financial statements and enter it into MarshBerry models.
- Convert data from various formats into standardized format and chart of accounts.
- Complete projects in desired timeframe prioritizing work and following guidelines and metrics provided to complete multiple projects simultaneously.
- 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.
Selection Criteria
Education & Experience:
- Students pursuing a Bachelors Degree in Finance or Accounting at the Senior level.
- Highly proficient with technology; Microsoft Excel Word PowerPoint and Outlook.
- Working knowledge of financial statements and financial and accounting data.
Other:
- Strong analytical and problem-solving skills.
- Strong communication skills; both written and verbal with demonstrated creativity with regard to work.
- Exceptional organization skills and ability to multi-task; able to complete simultaneous projects and responsibilities with extreme attention to detail according to required timelines and deadlines.
- Must be legally authorized to work in the United States without requiring sponsorship now or in the future.
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.
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 .
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.
Required Experience:
Intern
Key Skills
- Microsoft Office
- Public Relations
- Google Docs
- Data Collection
- MailChimp
- Microsoft Word
- Dermal Fillers
- Microsoft Powerpoint
- Research Experience
- Microsoft Excel
- Adobe Photoshop
- Writing Skills
About Company
Realize your firm’s value with insurance agency consulting from MarshBerry. We are experts in brokerage consulting & can help you with m&a due diligence, debt & equity capital raising, sales training & much more. Our insurance business consultants will create a customized approach to ... View more
