Investment Banking Entry Level

Plante Moran

Entry-level investment banking analyst supporting M&A advisory for middle-market companies at Plante Moran. Building financial models, researching industries, and preparing transaction materials.

Posted 8/5/2026full-timeSouthfield • Colorado, Illinois, Massachusetts, Ohio • 🇺🇸 United StatesEntry Level💰 $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong analytical and financial modeling capabilities, with proficiency in financial statement analysis and the ability to prepare comprehensive financial documents. Possesses effective communication and problem-solving skills, along with a detail-oriented approach to M&A transactions.

Highest-signal resume keywords

Financial ModelingFinancial Statement AnalysisMicrosoft Office ProficiencyAnalytical SkillsLeadership Qualities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingFinancial Statement AnalysisData AnalysisForecastingDue DiligenceDocument PreparationConfidentiality AgreementsEngagement LettersProposalsManagement Presentations

Soft Skills

Detail-OrientedProblem-SolvingCommunicationTeamworkInitiative

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPoint

Industry Keywords

M&A TransactionsInvestment BankingMiddle-Market CompaniesAccountingFinance

About the role

Key responsibilities & impact

Provide analytical and data-driven components for M&A transactions
Build financial models by entering historical financial information, forecasting future periods, and developing assumptions
Check financial models for validity and correctness
Conduct industry and company research and analyze data
Prepare selling document text, charts, visuals, financial data, and formatting
Assemble, develop, and edit information requests, due diligence lists, confidentiality agreements, engagement letters, proposals, and management presentations
Work with investment banking professionals serving middle-market companies

Requirements

What you’ll need

Detail-oriented student with problem-solving, communication, and analytical skills
Thorough financial statement analysis skills
Ability to work independently and in a team environment
High degree of initiative, poise, and confidentiality
Demonstrated leadership qualities and drive to succeed
Solid technical proficiency in Microsoft Office, including Word, Excel, and PowerPoint
Preferred: prior accounting or finance-related internships
Bachelor’s or Master’s degree in Accounting or Finance at an accredited college or university
Minimum cumulative GPA of 3.0
Completion of introductory accounting and finance courses
Ability to work hours exceeding the standard 40-hour work week when necessary
Position may require travel
Legally authorized to work in the United States without sponsorship, except qualified bilingual Japanese-English or Chinese-English candidates

Benefits

Comp & perks

“We-care” culture focused on growth, well-being, and career support
Health insurance
Dental insurance
Vision insurance
Disability insurance
Life insurance
Flexible Time Off
Various pre-determined holidays
401(k) plan
Flexible benefits plans
Business-related travel expense reimbursement
Lodging reimbursement for business-related use
Meal reimbursement for business-related use
Pension plan for eligible administrative and paraprofessional staff
Discretionary bonus plan for eligible staff
Contingent staff may elect health insurance
Limited paid sick time for contingent staff
Flexible and balanced working environment under the “Workplace for Your Day” model