Investment Banking Analyst

About This Role

This role is for an experienced investment banking analyst to join a leading middle-market investment bank. The position offers extensive experience across multiple industries and transaction types, including mergers & acquisitions, financings, restructuring, and valuations. Analysts work on small deal teams and interact directly with senior-level bankers, client executives, private equity firms, and other investors.

Responsibilities

• Play a key role in creating pitches as well as transaction-related marketing documents (e.g., confidential information memorandum, management presentations, etc.)
• Primary responsibilities include modeling (valuation, merger, company projections, analyzing large data sets), research, analyzing and summarizing industry and company dynamics, compiling potential buyer/investor lists, etc.
• Interact with clients, potential buyers and investors
• Assist with all aspects of business development
• Contribute to periodic newsletters and industry pieces

Requirements

• At least one year of prior experience working at an accounting, consulting, or valuation firm, commercial bank, or in a similar role that involved extensive financial modeling
• Strong financial modeling skills
• Strong accounting and financial statement analysis skills
• Excellent communication skills, both written and verbal
• Strong analytical and problem-solving skills
• Detail-oriented
• Strong work ethic
• Team player who works well within a small team environment but shows independence and resourcefulness in executing tasks
• Advanced Microsoft Office skills, including Excel, PowerPoint and Word
• Strong undergraduate and graduate academic performance
• Undergraduate degree in finance, accounting, business or economics is preferred

Nice to have:

• Candidate ideally possesses a Series 79 and Series 63 license

Important Details

• Locations: Chicago and nationwide
• Contract: two to three-year program, with opportunity to remain as an associate for high-performing analysts

About the Company

A leading middle-market investment bank based in Chicago.