Investment Banking Associate

Position Summary

The Technology / Business Services team in Chicago is a rapidly growing and strategically important team within a leading investment bank. Associates play an integral role in developing and strengthening client relationships and are active participants throughout the lifecycle of transactions.

Junior team members partner closely with senior leadership, gaining meaningful exposure while contributing to high-impact work.

Essential Responsibilities

• Lead day-to-day project management and support execution across advisory and financing transactions
• Develop and oversee financial and accounting analyses; identify and evaluate M&A and financing opportunities
• Analyze market trends, competitive dynamics, and public company financials to inform strategic recommendations
• Build and review complex financial models across a range of corporate finance scenarios
• Perform detailed financial and valuation analysis using both standard and proprietary methodologies
• Review historical financial performance and support forecasting and projection development
• Synthesize insights from analyses, forecasts, and research into client-ready presentations
• Conduct due diligence to assess business models, risks, and key assumptions
• Support transaction execution, including preparation of marketing materials such as teasers and CIMs
• Contribute to pitch materials and idea generation efforts

Preferred Qualifications

• Demonstrated maturity and ability to collaborate with senior executives and stakeholders
• Strong organizational skills and ability to work independently in a fast-paced environment
• Excellent analytical capabilities with high attention to detail
• Strong written and verbal communication skills
• Effective project and process management abilities
• 3-5 years of prior sell-side advisory experience is required