Operations Associate

MarshBerry a subsidiary of Lincoln International is growing! We are seeking an Operations 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 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 Operations Associate based in our Beachwood OH headquarters.

The Operations Associate supports the IBC teams operational financial and strategic initiatives to help the IBC team achieve their goals. The Operations Associate will support the Director of Operations to drive continuous improvement and efficiency to all aspects of operations ensuring IBC services are delivered effectively and consistently. They will handle staffing and workload management to ensure projects are staffed effectively. They will work cross-functionally with the services teams including Finance HR Marketing Compliance and IBC practice teams.

Responsibilities:

• Assist in implementing operational processes tools and workflows to improve efficiency and consistency across IBC services.
• Manage project staffing including tracking team capacity making project assignments and maintaining visibility into project pipeline and workload distribution.
• Communicate with project leads to ensure alignment on deadlines priorities and resource needs.
• Maintain and continuously improve standard operating procedures templates and documentation.
• Develop maintain and distribute recurring operational and performance reports (KPIs utilization pipeline project status etc.)
• Build dashboards and reports to track progress against strategic and business plan goals.
• Assist with budgeting forecasting and tracking of team financial performance.
• Collaborate with Finance to ensure accurate data inputs reporting and alignment.
• Support the execution of strategic initiatives and annual business plan priorities.
• Track progress on key initiatives and prepare updates for leadership.
• Assist in coordinating strategic planning activities (materials timelines data gathering).
• Conduct research and analysis to support new initiatives and business opportunities.
• Collaborate with services teams including Finance HR Marketing Compliance and IBC practice teams.
• 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.

Selection Criteria

Education & Experience:

• Bachelors degree in Business Finance Economics or related field.
• Additional Professional Designations or Certifications desired.
• 2-5 years of experience within operations preferably within investment banking consulting or financial services.
• Advanced proficiency in Microsoft office especially Excel.

Other:

• Strong analytical and problem-solving skills.
• Excellent organizational skills with strong attention to detail.
• Excellent project management; with analytical organizational and problem-solving abilities.
• Strong communication skills: both written and verbal with demonstrated creativity with regard to work.
• Demonstrated industry business acumen; ability to grasp new business concepts and issues.
• Ability to travel up to 25% of the time; includes overnight and limited weekend travel.
• Ability to work flexible and/or extended hours as needed.

Working at MarshBerry

Who We Are:

MarshBerry is a global leader in investment banking and strategic consulting for the financial services industry. With over 40 years of experience MarshBerry empowers firms in insurance brokerage & distribution wealth advisory & retirement planning and accounting & tax practices to achieve long-term growth maximize value and navigate every stage of ownership. Core offerings includeInvestment Bankingservices such asMerger & Acquisition AdvisoryandCapital Raising as well asFinancial ConsultinginStrategic PlanningValuations andPerpetuation Planning. MarshBerry also provides specialized support inOrganic Growth ConsultingExecutive Peer Exchange Agency Network andMarket Intelligence & Performance Benchmarking. For more information visit.

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 an agency network 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:

• North Coast 99
• Top Work Places The Plain Dealer
• Best Companies Group - Inclusive Workplace
• Crains Fast 50
• Healthy Business Council of Ohio Healthy Worksite

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:

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