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.

Please Stay Alert to Potential Scams
We would like to remind you that eFinancialCareers is a job board and does not conduct hiring or ask for payment or any financial details as part of the job application process.
If you receive any suspicious messages claiming to be from us or a hiring company, we urge you not to click on any links and not to reply to the message itself.
Instead, please report the message to our support team at support@efinancialcareers.com.
It is advisable to always verify job offers directly with the hiring company.