P&M Corporate Finance - Investment Banking Entry Level (2025)
Make your mark. 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.
Who we are.
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. 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.
- Developing supported positioning points aligned with value drivers and growth opportunities.
- 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.
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, engagement 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.
Education
- 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.
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.
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.
PMCF enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.
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 maintains a drug-free workplace.
Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of applications received, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of PMCF.
The specific statements above are not intended to be all-inclusive.
PMCF Advisors, LLC, an affiliate of Plante & Moran, PLLC, is an Equal Opportunity Employer. It is our policy to provide equal employment opportunity to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, handicap or veteran's status, or status within any other protected group.
Salary Class
Compensation information posted is based on a position being located in the state of CO. Please review position location for applicable geographic location.
Colorado monthly base range is as follows:
$7,500.00-$7,500.00
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. These standard offerings are effective on the first of the month following your start date. 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 balance fund, 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 Interns and Contractors the option to elect health insurance under our contingent staff medical plan as of the 1st of the month following 60 days of employment in addition to limited paid time sick time. Seasonal staff are not eligible for benefits.
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 the documentation.
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