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Investment Banking Associate

Chicago, IL, United States
  • Investment Banking

Position Title: Associate

Location: Chicago, IL

This firm is a leading middle-market investment bank headquartered in Chicago. They are currently seeking to hire an experienced associate for its Chicago office. We offer our deal team members the opportunity to gain extensive experience across multiple industries and transaction types, including mergers & acquisitions, financings, and valuations. They work on small deal teams, interface directly with senior-level client executives and bankers, and play an active role in the entire transaction process from pitch to closing.


  • Manage transaction execution under the direction of a Managing Director
  • Play a critical role in day-to-day client interaction
  • Take a leadership role in creating pitches as well as transaction-related marketing documents (e.g., confidential information memorandum, management presentations, etc.)
  • Interact with potential buyers and investors
  • Assist with all aspects of business development
  • Review the work product of junior resources
  • Manage and train junior staff
  • Contribute to periodic newsletters and industry pieces


  • Proven project management and leadership skills
  • Strong financial modeling skills
  • Strong accounting and financial statement analysis skills
  • Excellent communication skills, both written and verbal
  • Strong analytical and problem-solving skills
  • Detail oriented
  • Team player who works well within a small team environment but shows independence and resourcefulness in executing tasks
  • Advanced Microsoft Office skills, including Excel, PowerPoint and Word
  • Candidate ideally possesses a Series 79 and Series 63 license

Background Preferences:

  • At least three years of relevant experience (e.g., investment banking, valuation, commercial banking, corporate development, etc.)
  • An MBA is preferred but not necessary

Job Info

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  • Job Type: 
    Recruiter Posted
  • Job Start Date: 
  • Location: 
    Chicago, IL, United States