Investment Banking Associate/Senior Analyst

Investment Banking - Experienced Analyst / Associate

Business Services | Chicago

Key Responsibilities

• Build and review financial models (DCF, LBO, comps, merger) and perform detailed valuation and financial analysis
• Prepare and deliver client materials, including pitch books, management presentations, and transaction documentation
• Support execution of M&A, equity, and debt transactions, including due diligence and process coordination
• Conduct industry research and contribute to strategic insights and business development efforts

Role Differentiation

Experienced Analyst (~3 years)

• Execute core modeling, valuation, and analytical workstreams across transactions
• Draft client deliverables with increasing independence and attention to detail
• Support transaction processes and collaborate closely with Associates and senior bankers
• Build sector knowledge and develop client-ready communication skills

Experienced Associate

• Lead transaction workstreams, including model oversight and deliverable quality control
• Manage Analysts, timelines, and coordination across internal and external stakeholders
• Engage more directly in client communication, meetings, and presentations
• Contribute to business development, idea generation, and strategic advisory efforts

Qualifications

• Bachelor's degree required; relevant experience in investment banking, corporate finance, or related field (Analyst ~3 years; Associate ~4-6 years or equivalent)
• Strong financial modeling, valuation, and analytical capabilities
• Excellent communication, organizational, and multitasking skills
• High attention to detail, professionalism, and ability to perform in a fast-paced environment