Job Title: Associate
Department: Investment Banking
Reports To: Vice President, Investment Banking
FLSA Status: Exempt
Location: Hybrid - Chicago, IL
Base Compensation: $83,000-$112,000 USD
Bonus Eligible: Yes
Investment Banking roles are eligible for deal-based bonuses.
Investment Banking Associate - Job Description
Role Overview:
Associates play a central execution role on M&A sell-side and buy-side engagements, managing the day-to-day workflow of active transactions while mentoring Analyst-level team members. Associates are expected to operate with increasing independence across deal processes and client interactions.
Responsibilities:
• Support day-to-day transaction execution including process management, buyer/seller communication, and diligence coordination
• Produce high-quality financial analyses including operating model builds, pro forma capitalization structures, and sensitivity analyses
• Draft, review, and refine CIMs, management presentations, and offering materials
• Manage data room organization, due diligence trackers, and third-party advisor coordination
• Review and provide guidance on Analyst work product of active engagements
• Support Managing Directors, Directors, and VPs in developing pitch materials and new business opportunities
Requirements:
• Bachelor's degree required. Preferred majors include Finance, Accounting, and Economics.
• MBA preferred; CFA, CPA, or other relevant professional designation viewed favorably.
• 2-4 years of investment banking experience, with demonstrated exposure to M&A advisory.
• Series 79 and Series 63 licenses required.
• Mastery of core valuation methodologies and deal process mechanics.
• Strong written and verbal communication skills with client-facing capability.
• Ability to manage multiple concurrent engagements and deliver under tight timelines.
