Associate | M&A and Capital Advisory
Investment Banking Senior Analyst / Associate
Location: Minneapolis, MN
Company Overview
Our client is a middle-market advisory and investment platform specializing in complex and highly structured transactions. The firm advises closely held, founder-and family-owned businesses on a range of strategic initiatives, including M&A, ESOP, and capital markets transactions. In addition to its advisory capabilities, the platform maintains an affiliated investment strategy, allowing for a differentiated, aligned approach when structuring and executing transactions.
Role Overview
The team is seeking a Senior Analyst / Associate to support transaction execution and contribute to a growing, entrepreneurial platform. This is a highly collaborative, hands-on role offering exposure across a variety of deal types and meaningful responsibility throughout the transaction lifecycle.
Key Responsibilities
- Support execution of M&A, ESOP, and capital raising transactions
- Build and review financial models, including cash flow modeling and valuation analyses
- Analyze historical and projected financial performance
- Prepare client-facing materials (CIMs, presentations, marketing materials)
- Assist with due diligence, process management, and overall deal execution
- Work closely with senior bankers and help mentor junior team members
Qualifications
- 2+ years of experience in investment banking, private equity, or leveraged finance
- Strong technicalskillset, including:
- Valuation analysis
- Financial modeling (DCF, cash flow modeling)
- Excellent communication and project management skills
- Ability to manage multiple workstreams in a fast-paced environment
- Entrepreneurial mindset with a high level of ownership and attention to detail
- Bachelor's degree in Finance, Accounting, Economics, or a related discipline
If you're interested in learning more, please apply today and a member of our team will reach out with more information!
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.