Senior Analyst/Associate
Investment Banking - Experienced Analyst / Associate
Global 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
FAQs
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