Business Analyst Intern

Position Summary

The Business Analyst Intern will support strategic initiatives and analytical projects across IMA Advisors during a 10-week summer internship. The role provides exposure to a range of business activities, including growth strategy, M&A and partner integration, financial and operational analysis, and process improvement.

Working alongside members of the IMA Advisors team, this role will contribute to clearly defined projects through research, data analysis, preparation of presentations, and project coordination. The internship is designed to provide practical experience applying classroom concepts to real business decisions while developing analytical, communication, and problem-solving skills.

This role is ideal for a rising junior or senior pursuing a degree in business, finance and/or accounting, economics, analytics, or a related field who is interested in corporate finance, strategy, M&A, or business analytics. As an intern, your time will be divided between a core program shared with the entire cohort and specialized work, projects, and programming as described below.

Key Responsibilities

Strategic Projects & Analysis

Support defined strategic and operational projects under the guidance of team members and business leaders.
Conduct research and organize information to support business initiatives and decision-making.
Assist with developing analyses, presentations, project plans, and other project deliverables.
Participate in project meetings and help track key activities, deadlines, and follow-up items.

M&A & Partner Integration

Gain exposure to the M&A process by supporting selected due diligence and integration activities.
Assist with collecting, organizing, and analyzing financial and operational information related to prospective or recently acquired partners.
Support integration planning and tracking across functions such as finance, IT, HR, and operations.
Help prepare integration materials, status updates, and supporting analyses.
Assist with documenting processes and identifying lessons learned or opportunities for improvement.

Data & Financial Analysis

Analyze financial, operational, and business data using Excel and other available tools.
Assist with identifying trends, summarizing findings, and developing insights from data.
Support financial and business analyses related to growth initiatives, operating performance, resource allocation, and other strategic priorities.
Help organize and improve recurring analyses, reporting, and business processes.

Communication & Collaboration

Prepare clear and concise PowerPoint presentations, Excel analyses, and written summaries.
Communicate findings and project updates to team members and, when appropriate, business leaders.
Collaborate with colleagues across IMA Advisors and other functional areas.
Ask thoughtful questions, incorporate feedback, and develop an understanding of how different functions contribute to the business.

Qualifications

Currently pursuing a bachelor’s degree in business, finance and/or accounting, economics, analytics, or a related field, with preference for rising juniors or seniors.
Strong academic record and demonstrated interest in corporate finance, strategy, M&A, business analytics, or related areas.
Working knowledge of Microsoft Excel and PowerPoint, with an interest in further developing those skills.
Strong analytical and problem-solving skills, including comfort working with quantitative information.
Strong attention to detail and commitment to producing accurate work.
Ability to organize assignments, manage deadlines, and balance multiple priorities with appropriate guidance.
Clear written and verbal communication skills.
Curiosity and willingness to learn unfamiliar concepts, industries, and business processes.
Collaborative, dependable, and receptive to feedback.
Previous work or internship experience in professional services or a similar environment preferred.

What You Can Expect

Exposure to strategic initiatives within a growing financial services organization.