Investment Associate

The Equus Group; Chicago (IL); On-site; USD 120,000 - 140,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A financial services firm is seeking an experienced Investment Associate in Chicago to support the deal lifecycle, from sourcing to execution. The ideal candidate has 2-4 years of experience in finance, strong financial modeling skills, and outstanding communication abilities. This role offers exposure to senior leadership and the chance to contribute to meaningful deals within a growing investment platform.

Qualifications

• 2-4 years of experience in investment banking, private equity, transaction advisory, or related finance roles.
• High level of professionalism, integrity, and intellectual curiosity.
• Experience preparing client-ready materials.

Responsibilities

• Support all aspects of the deal lifecycle, including sourcing and execution.
• Build and maintain detailed operating and valuation models.
• Prepare investment committee materials.

Skills

Financial modeling

Valuation skills

Analytical skills

Communication skills

Problem-solving

Education

Bachelor’s degree in finance, accounting, economics, or related field

Job description

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This range is provided by The Equus Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$120,000.00/yr - $140,000.00/yr

Direct message the job poster from The Equus Group

Our client is a middle-market private equity firm focused on partnering with founder-owned and entrepreneur-led businesses across a range of industries. They specialize in control buyouts, management partnerships, and strategic growth investments. The team operates with an entrepreneurial, collaborative mindset and is known for a disciplined investment approach, strong operational support, and a long-term value creation strategy. This role offers the opportunity to work directly with senior leadership, gain meaningful deal exposure, and contribute to a growing, high-performing investment platform.

Key Responsibilities

• Support all aspects of the deal lifecycle, including sourcing, financial modeling, valuation analysis, due diligence, and execution.
• Build and maintain detailed operating, LBO, and valuation models.
• Conduct industry research, competitive analysis, and market mapping to support investment theses.
• Prepare investment committee materials, including presentations, memos, and supporting financial analyses.
• Coordinate with external advisors, management teams, and internal partners throughout the transaction process.
• Assist in portfolio company monitoring, including KPI tracking, performance analysis, and value-creation initiatives.
• Contribute to firm-wide projects, strategic initiatives, and process improvements as needed.

Qualifications

• 2–4 years of experience in investment banking, private equity, transaction advisory, or related finance roles.
• Strong financial modeling and valuation skills, with the ability to build robust, error-free models from scratch.
• Excellent analytical and problem-solving capabilities paired with sound business judgment.
• Outstanding communication skills, both written and verbal, with experience preparing client-ready materials.
• Proven ability to manage multiple workstreams in a fast-paced, deal-driven environment.
• High level of professionalism, integrity, and intellectual curiosity.
• Bachelor’s degree in finance, accounting, economics, or related field required; CFA or progress toward one is a plus.

The Equus Group is an Equal Opportunity Employer and takes pride in maintaining a diverse environment. We do not discriminate in recruitment, hiring, training, promotion, or any other employment practices for reasons of race, color, religion, gender, national origin, age, sexual orientation, marital or veteran status, disability, or any other legally protected status.

Seniority level

Associate

Employment type

Full-time

Job function

Finance and General Business

Industries

Financial Services and Investment Management

Benefits

• Medical insurance
• Vision insurance
• 401(k)

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