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Supports valuation engagements for businesses, assets, and financial instruments across industries. Responsibilities include learning client operations, applying financial models and methodologies, assisting with varied client engagements, developing analytical and finance skills, collaborating with teams, managing multiple priorities, participating in professional development, and traveling to client sites as needed.

Performs financial due diligence for buy-side and sell-side M&A transactions across multiple industries. Responsibilities include managing data rooms, analyzing financial information and large datasets, building Excel analysis packages, identifying client insights, participating in client and deal-team meetings, and managing deadlines. The associate collaborates with internal and offshore teams while developing project management, leadership, communication, and client-service skills.

Supports client risk advisory engagements by assessing business and IT processes, internal controls, enterprise and third-party risks, SOX compliance, and internal audit plans. The intern documents processes, analyzes data, identifies trends, visualizes results, and uses analytics, automation, and AI tools. Responsibilities also include collaborating with clients and teams, recommending process improvements, supporting business development, and managing assigned work to timelines and budgets.

Develops and executes industry-specific B2B marketing strategies, content roadmaps, thought leadership, integrated campaigns, events, and market-facing programs. Partners with industry leaders, service-line marketing, field marketing, communications, and sales enablement teams to translate buyer needs into compelling content and campaigns. Manages priorities, timelines, resources, performance measurement, and optimization while using AI-enabled marketing tools to improve research, planning, content development, and workflows.

Develops and activates industry-specific B2B marketing strategies, content, thought leadership, integrated campaigns, events, and market-facing programs. Partners with industry leaders, service line marketing, field marketing, communications, and sales enablement teams. Owns content roadmaps, campaign execution, stakeholder coordination, performance measurement, and optimization while using AI-enabled tools to improve research, planning, content development, and workflows.

Manages IT risk, internal audit, IT SOX, controls assessments, and technology risk engagements for insurance and financial services clients. Leads project delivery, client relationships, business development, quality reviews, staff development, and audit testing. Applies COBIT, NIST, ISO, insurance regulatory expectations, and expertise in access controls, security architecture, network security, databases, and operating systems to identify and mitigate technology risks.

Conduct internal audits, risk assessments, control testing, SOX and compliance reviews for insurance and financial-services clients. Assess process effectiveness, develop recommendations, support control design and implementation, and manage engagement plans, timelines, budgets, and reporting. Supervise and mentor associates and interns while delivering client engagements and applying internal-control frameworks such as COSO and IIA IPPF.

Leads domestic and international royalty, licensing, participation, and contract compliance audits from planning through settlement support. Responsibilities include interpreting agreements, directing fieldwork, analyzing financial and operational records, identifying recoveries, preparing executive reports, managing client and third-party relationships, using analytics and visualization tools, and supervising audit staff. The role also oversees budgets, staffing, schedules, risk-based audit selection, quality reviews, and continuous improvement across a global portfolio.

Execute and report on IT risk, internal audit, SOX, and internal control engagements for insurance and financial services clients. Assess IT control design and operating effectiveness across insurance systems, ERP platforms, infrastructure, cybersecurity, GRC, and IAM environments. Help clients improve risk management and control programs while coordinating project tasks, analyzing business and technology risks, collaborating across service lines, meeting performance metrics, and delivering high-quality client service.

Manages insurance-focused risk and controls consulting engagements, including process reviews, SOX compliance, internal audits, control testing, risk assessments, process optimization, and technology-enabled analytics. Oversees project financials, scheduling, quality, client relationships, business development, and staff development. Advises insurance and financial services clients on internal control, compliance, fraud prevention, cost reduction, and operational effectiveness.