Insero Advisors, LLC

United States
180 Total Employees
Year Founded: 1972

Teams at Insero Advisors, LLC

17 Days AgoSaved
In-Office
Rochester, NY, USA
Professional Services • Consulting • Financial Services
Provides comprehensive office and administrative support, including document preparation and formatting, mail merges, scheduling, client database setup, electronic filing, reception, mail handling, travel coordination, supply management, event support, and voicemail administration. Requires strong Microsoft Office skills, attention to detail, confidentiality, organization, multitasking, and at least two years of administrative experience.
22 Days AgoSaved
In-Office
Rochester, NY, USA
Professional Services • Consulting • Financial Services
Paid summer 2027 business analyst internship supporting private equity and corporate due diligence. Responsibilities include gathering information through executive interviews and secondary research, analyzing findings, and producing qualitative summaries to guide client investment decisions. Interns will learn due diligence processes while developing communication, organization, and analytical skills in a hybrid work environment.
Professional Services • Consulting • Financial Services
Conduct executive interviews and secondary research, synthesize findings, and prepare client-ready diligence reports and investment memos. Review project scopes, engagement background, and deliverables while analyzing qualitative information to support clients’ investment decisions.