Job Description

MarshBerry, a subsidiary of Lincoln International, is growing! We are seeking an Investment Banking 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 of 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. Position Summary MarshBerry is currently seeking an Investment Banking Intern for Summer 2027, based in either our Beachwood OH, Grand Rapids MI, Plano TX, or Dana Point CA offices. The Investment Banking Intern is responsible for analyzing client business data and financial documents and entering data into financial models to support merger and acquisition advisory, business valuation, due diligence, and financial consulting projects for MarshBerry’s Investment Banking and Consulting Team. The Intern will also fulfill adhoc data and research requests. Responsibilities Collaborate as a member of project teams in fulfillment of merger and acquisition advisory, valuation, due diligence, and financial consulting projects 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. 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. Complete any other special projects, tasks or duties as assigned. Selection Criteria Education & Experience Students pursuing a Bachelor’s 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. Equal Opportunity Employer Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr

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