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Advisory Summer Internship

  • Internship
    Summer Internship
  • Consulting
    Banking & Finance
  • Chicago

AI generated summary

  • The candidate must be working towards an undergraduate business degree in Finance or Accounting with a GPA of 3.5 or above, have completed their third year of the bachelor's program, be proficient in PowerPoint, Word, and Excel, possess excellent communication skills, be able to work on multiple projects, have professionalism and integrity, and showcase a positive attitude and client presence. Additionally, they must be authorized to work in the US and have investment banking experience. Local candidates are preferred.
  • The Advisory Summer Intern will be responsible for assisting with client presentations, conducting research, creating marketing documents, analyzing intellectual property portfolios, and providing general administrative support. They will interact with high-level clients and management teams, update client databases, and participate in client interactions by phone and in person.


  • Working towards an undergraduate business degree in Finance or Accounting with a GPA of 3.5 or above
  • Completed third year of bachelor's program or higher
  • Advanced user of PowerPoint, Word and Excel
  • Excellent oral and written communication skills
  • Ability to work on multiple projects at one time
  • High degree of professionalism, integrity, and flexibility
  • Great attitude and client presence
  • Applicants for employment in the US must possess work authorization which does require sponsorship by the employer for a visa.
  • Preferred Qualifications:
  • Local candidates preferred (relocation package is unavailable)
  • Investment banking experience through internships and/or coursework


  • Draft PowerPoint client presentations and pitch books
  • Perform technology, industry, and company-specific research
  • Create and edit Executive Summaries, proposals and other marketing documents
  • Interact with high level clients and management teams
  • Assist with intellectual property landscape analysis
  • Assist with in-depth analysis of IP portfolios
  • Draft reports, letter or memoranda
  • Update client database
  • Client interaction by phone and in person
  • General administrative/support duties
  • Other Duties:
  • Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.


Mission & Purpose

Established in 2003, Ocean Tomo, LLC provides Financial Expert, Management Consulting, and Advisory services related to intellectual property (IP) and other intangible assets; corporate accounting investigations; regulatory and reporting obligations; solvency and restructuring; and contractual or competition disputes. Practice offerings address economic damage calculations and testimony; accounting investigations and financial forensics; technology and intangible asset valuation; strategy and risk management consulting; mergers and acquisitions; debt and equity private placement; and IP brokerage. Intangible assets comprise 90 percent of business value but are also subject to significant impairment due to enterprise and regulatory compliance risk. Ocean Tomo assists clients – corporations, law firms, governments, and institutional investors – in realizing Intellectual Capital Equity® value broadly defined. Ocean Tomo is a part of J.S. Held, a global consulting firm that provides specialized technical, scientific, financial, and advisory services.