2028 PMCF Investment Banking Summer Analyst

Plante Moran; Southfield (MI); On-site; USD 41,000 - 58,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

Flexible Time Off

Holidays

Job summary

PMCF, an affiliate of Plante Moran, seeks a detail-oriented student to contribute to analytical and data-driven components for M&A transactions. You will perform financial modeling, industry research, and assist in preparing selling documents with charts and visuals.

You will also help assemble due diligence materials, NDAs, engagements letters, and management presentations, gaining exposure to a professional services environment and a broad middle-market client base.

Qualifications

• Detail-oriented student with problem solving, communication, and analytical skills.
• Thorough financial statement analysis skills.
• Ability to work independently and in a team with initiative and confidentiality.
• Demonstrates leadership qualities; driven to succeed.
• Solid proficiency in Microsoft Office applications (Word, Excel, PowerPoint).
• Preferred: Prior accounting or finance related internships.
• Pursuing a Bachelor’s or Master’s degree in Accounting or Finance (or similar field) at an accredited college or university.
• Academic success (minimum GPA 3.0).
• Program designed for students returning to school after the internship; candidates finishing degree during internship encouraged to apply.

Responsibilities

• Provide analytical and data-driven components for the development of M&A transactions.
• Perform financial modeling including historical data entry, forecasting, and valid/credible assumptions.
• Conduct industry and company research and data analysis.
• Assist in preparing selling documents, charts, and visuals with financial data.
• Contribute to drafting information requests, due diligence lists, NDAs, proposals, and presentations.

Skills

Detail-oriented

Analytical

Problem solving

Communication

Teamwork

Leadership

Microsoft Office

Education

Bachelor’s or Master’s in Accounting or Finance

GPA ≥ 3.0

Completed intro accounting/finance courses

Pursuing degree and returning to school after internship

Tools

Microsoft Excel

PowerPoint

Word

Job description

Count on us. Our \"we-care\" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.

PMCF, a U.S. registered broker/dealer, is an investment bank providing merger and acquisition services to middle market companies throughout North America, Europe and Asia. As an affiliate of Plante Moran, one of the dozen largest accounting and professional services firms in the nation, we deliver an intimate knowledge of the middle market coupled with an array of services that rivals large, international investment banks.

Simultaneously, we maintain a culture of independence and senior-level involvement that supports our middle-market clients and their financial needs.

Who We Are.

PMCF is an investment bank providing merger and acquisition services to middle market companies throughout North America, Europe and Asia. Since being formed in 1995, our investment banking team has served a wide array of clients, including individual and family-owned businesses, large public companies, and private equity firms.

Our Team Of Professionals Has More Than 230+ Years Of Industry Experience And Is Organized By Industry, With Specializations In Industrials, Plastics & Packaging, Business Services, Technology & Software, Consumer/Food/Retail, And Healthcare. We Bring Up-market Analysis, Strategy, And Capability To The Middle Market By

• Fostering a deep and trusting relationship with each client.
• Providing continuous senior level involvement throughout the process.
• Identifying potential impact risk factors and creating mitigating strategies.
• Leveraging the deep industry experience.
• Providing on-the-ground global coverage through our international colleagues through Corporate Finance International.

As an affiliate of Plante Moran, one of the dozen largest accounting and professional services firms in the nation, we deliver an intimate knowledge of the middle market coupled with an array of services that rivals large, international investment banks.

Simultaneously, we maintain a culture of independence and senior-level involvement that supports our middle-market clients and their financial needs.

Your role.

You’ll Help Provide Analytical And Data Driven Components For The Development Of M&A Transactions. Your Work Will Include, But Not Be Limited To

• Financial modeling including entering historical financial information, forecasting future periods and developing sound assumptions after checking the model for validity and correctness.
• Industry and company research and analysis of data.
• Some preparation of the selling document text which may include the creation of charts and other visuals, financial data and formatting.
• Additional written communication responsibilities may include involvement in assembling, developing, and/or editing information requests, due diligence lists, confidentiality agreements, engagements letters, proposals and management presentations.

The Qualifications.

• Detail-oriented student with problem solving, communication, and analytical skills
• Thorough financial statement analysis skills.
• The ability to work independently and also in a team environment, with a high degree of initiative, poise, and confidentiality
• Demonstrates leadership qualities; driven to succeed
• Solid technical proficiency in Microsoft Office applications (i.e. Word, Excel, PowerPoint)
• Preferred: Prior accounting or finance related internships
• Pursuing a Bachelor’s or Master’s degree in Accounting or Finance (or similar field) at an accredited college or university.
• Academic success (a minimum cumulative GPA of 3.0).
• Completion of introductory accounting and finance courses.
• This internship program is designed for students currently pursuing a degree and planning to return to school following the internship. Candidates who will complete their degree requirements before or during the internship are encouraged to apply for our entry-level opportunities.

This is a non-exempt position, so you may have to work hours that exceed the standard 40-hour work week. This position may require some travel.

What makes us different?

Expertise. Integrity. Results.

These qualities have led middle-market companies to put their trust in PMCF. Our professional team offers creative instincts and opportunities to grow and thrive in an environment that is both challenging and rewarding.

• We live and work by the Golden Rule
• We offer a work-life balance that is generally not available with large investment banks
• We have a promote from within mentality with opportunities for advancement

PMCF is committed to a diverse workplace.We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.PMCF is an Equal Opportunity Employer.

PMCF maintains a drug-free workplace.

We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.

The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent.

Under Colorado’s Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.

The compensation range for this role in CO, IL, OH, and MA is: $36.00 - $36.00