Associate - Private Equity Advisory & Operational Consulting
Associate - Strategic Advisory & Transactions
A rapidly growing middle-market advisory platform is seeking an Associate to join its team in Chicago, New York, Dallas, or Los Angeles. This role offers exposure across transaction advisory, M&A, restructuring, performance improvement, valuation, and CFO advisory engagements, working directly with senior leadership and clients on complex strategic, financial, and operational initiatives.
Key Responsibilities
- Support transaction, restructuring, and operational improvement engagements across a diverse client base.
- Build and analyze financial models including three-statement models, DCFs, LBOs, forecasting, and value creation analyses.
- Assist with M&A, capital raising, turnaround, and transformation projects.
- Prepare client-facing materials including presentations, financial updates, board materials, and marketing documents.
- Conduct financial and operational analysis to support strategic decision-making.
- Collaborate closely with senior professionals in a fast-paced, entrepreneurial environment.
Qualifications
- 1.5+ years of experience in investment banking, consulting, private equity, transaction services, valuation, or a related analytical role.
- Strong financial modeling and analytical skill set.
- Excellent communication and presentation abilities.
- Proven ability to thrive in a client-facing, high-performance environment.
- Bachelor's degree with a strong academic background.
What Makes This Opportunity Unique
- Broad exposure across advisory, transaction, and operational engagements rather than a single service line.
- Direct interaction with senior leadership and key stakeholders.
- Significant opportunities for professional development and accelerated career growth.
- Entrepreneurial, collaborative culture with exposure to high-impact middle-market projects.
FAQs
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