Plante Moran

2027 P&M Corporate Finance - Investment Banking Entry Level

Plante Moran$90K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Detail-oriented with strong problem-solving, communication, and analytical skills
  • Proficient in thorough financial statement analysis
  • Ability to work independently and collaboratively, maintaining confidentiality and initiative
  • Demonstrates leadership qualities with a drive for success
  • Solid technical skills in Microsoft Office, particularly Excel, Word, and PowerPoint
  • Preferred: Previous experience in accounting or finance internships
  • Bachelor's or Master's degree in Accounting or Finance with a minimum GPA of 3.0
  • Completion of foundational accounting and finance courses

Responsibilities

  • Assist in financial modeling, including historical data entry and future forecasting
  • Conduct industry and company research and data analysis
  • Prepare selling document texts, including charts and visuals
  • Involvement in written communication tasks such as developing information requests and due diligence lists
  • Edit and assemble confidentiality agreements, engagement letters, and management presentations

Benefits

  • Comprehensive health, dental, and vision insurance
  • Disability and life insurance coverage
  • Flexible Time Off and recognized holidays
  • 401(k) plan with flexible benefits options
  • Travel expense reimbursement for business-related activities
  • Pension plan for eligible staff
  • Discretionary bonus plan for qualifying employees
  • Health insurance options for some contingent staff and limited paid sick leave
Full Job Description
Applications are accepted on an ongoing basis.

Within our investment banking group, our team focuses on providing merger and acquisition services to companies throughout North America and Europe. Since our inception, we have successfully completed more than 250 financial advisory engagements for a wide array of clients in virtually every business sector

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
  • Bachelor's or Master's degree in Accounting or Finance at an accredited college or university.
  • Academic success (a minimum cumulative GPA of 3.0).
  • Completion of introductory accounting and finance courses.


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 travel.

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.

The compensation range for this role in CO, IL, OH, and MA is: $90,000.00 - $90,000.00

About Plante Moran

Plante Moran is a professional services firm that provides audit, tax, consulting, and wealth management services to businesses, individuals, and nonprofits. The firm was founded in 1924 and is headquartered in Southfield, Michigan. Plante Moran has over 3,000 professionals working in more than 20 offices throughout the United States and internationally. The firm is known for its commitment to client service and has been recognized for its quality of work and workplace culture. Plante Moran is also committed to sustainability and has implemented a number of initiatives to reduce its environmental impact.
Learn more about Plante Moran
Size
3,000 employees
Industry

More Jobs at Plante Moran

More Finance & Insurance Jobs

  • Controller
    $110K — $120K *
    I & A Recruiting
    Crystal Lake, IL 60014 (Mchenry County)
  • Partner
    $200K — $500K+*
    Confidential Company
    Los Angeles, CA 90001 (Los Angeles County)
  • Old National Bank
    Workflow Automation Lead
    $98K — $199K *
    Old National Bank
    Indianapolis, IN 46227 (Marion County)
  • Old National Bank
    Application Developer III
    $98K — $199K *
    Old National Bank
    Lake Elmo, MN 55042 (Washington County)
  • Old National Bank
    Banking Center Manager
    $60K — $121K *
    Old National Bank
    Marshall, MN 56258 (Lyon County)

Find similar 2027 P&M Corporate Finance - Investment Banking Entry Level jobs: