Investment Banking Associate, Global Services
Investment Banking Associate - Global Services
Location: Chicago, IL
Overview
A leading global investment banking platform is seeking an Investment Banking Associate to join its Global Services coverage team in Chicago. This role is suited for a lateral hire with strong sell-side M&A experience and the ability to operate independently in fast-paced transaction environments. The Associate will play a key role in executing M&A and strategic advisory assignments for services-oriented businesses, with exposure to senior bankers and clients.
Responsibilities
- Support senior bankers in the execution of sell-side M&A, buy-side advisory, and strategic transactions, with a primary emphasis on sell-side mandates
- Lead financial modeling and valuation analyses, including DCF, transaction comps, trading comps, and LBO analyses
- Prepare client-facing materials such as pitch decks, confidential information memoranda (CIMs), management presentations, and board materials
- Coordinate due diligence processes and manage interactions with internal partners, clients, and third parties
- Oversee and review analyst work product, providing guidance and quality control
- Develop a strong understanding of client businesses, industry dynamics, and transaction rationales
- Support business development efforts and idea generation initiatives
Qualifications
- 3-6 years of lateral investment banking experience
- Demonstrated strength in sell-side M&A execution within investment banking
- Strong financial modeling, valuation, and analytical skills
- Experience covering services-based businesses required; exposure to technology-enabled or tech-adjacent services businesses is a plus
- Solid understanding of the core analytics and value drivers of technology and services models
- Ability to manage multiple workstreams under tight deadlines while maintaining attention to detail
- Strong written and verbal communication skills
- Bachelor's degree required; MBA or equivalent advanced degree is a plus
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