Teams at Insero Advisors, LLC

Manages commercial financial statement and employee benefit plan audits, including planning engagements, reviewing work papers and financial statements, evaluating internal controls, preparing audit programs and budgets, communicating audit issues, and supporting Partners. Builds client relationships, coaches and evaluates audit staff, allocates resources, resolves problems, and ensures audit work meets firm standards and deadlines.

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.

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.