Description

Associate - Investment Banking

Location: Chicago, IL

A growing investment banking platform is seeking an Associate to support the execution of M&A, capital raising, and strategic advisory assignments. This role offers significant exposure to transaction execution, client interaction, financial analysis, and business development initiatives across a variety of industries.

Responsibilities

• Perform financial analyses and valuation work to support advisory transactions and strategic recommendations.
• Review and provide guidance on analyst work product.
• Conduct industry, company, and market research to support live transactions and business development efforts.
• Lead due diligence processes, financial analysis, and transaction documentation.
• Prepare client presentations, marketing materials, information memoranda, and transaction-related deliverables.
• Identify and proactively address transaction challenges while communicating key issues to senior team members.
• Assist in developing strategic frameworks, internal resources, and business development materials.
• Participate in client meetings, management presentations, and transaction discussions.
• Help improve internal processes and workflows to drive efficiency.
• Support recruiting, training, and mentorship efforts for junior team members.
• Build relationships with clients and senior executives throughout the transaction process.

Qualifications

• Bachelor's degree required.
• 4+ years of professional experience, including 1-3 years of investment banking, M&A advisory, corporate finance, transaction advisory, or related experience.
• Strong understanding of accounting, corporate finance, and valuation methodologies.
• Excellent financial modeling and analytical skills.
• Advanced proficiency in Microsoft Excel, PowerPoint, and Outlook.
• Strong project management and organizational skills with the ability to manage multiple priorities simultaneously.
• Excellent written and verbal communication skills.
• Ability to thrive in a fast-paced, client-focused environment.
• FINRA licenses (or the ability to obtain them within a specified period after joining) preferred.

Ideal Candidate

• Highly motivated and detail-oriented professional.
• Strong client-facing and interpersonal skills.
• Entrepreneurial mindset with a desire to contribute to a growing platform.
• Proven ability to perform under pressure and meet tight deadlines.
• Interested in building a long-term career in investment banking.