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!
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