Investment Banking Analyst

Lensa; Minneapolis (MN); Hybrid; USD 60,000 - 99,000; Full time

Job summary

Lensa is seeking an Investment Banking Analyst to support M&A transactions in Minneapolis. Candidates will develop financial models, conduct research, and assist in preparing confidential materials. This entry-level position requires a Bachelor's degree and relevant experience, offering a competitive salary and benefits in a hybrid work environment.

Benefits

8 health plan options

401(k) savings plan

Flexible time off

Employee Assistance Program

Qualifications

• Minimum of 2-3 years experience in investment banking.
• SIE Exam, Series 79, and Series 63 licenses must be acquired within 120 days.
• Ability to manage multiple projects and learn quickly.

Responsibilities

• Support investment banking team on M&A transactions.
• Prepare financial models and conduct company research.
• Assist in presentations and client engagements.

Skills

Financial modeling

Quantitative analysis

Research

Project management

Education

Bachelor’s degree in business, finance, accounting, or economics

Job description

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Lensa is the leading career site for job seekers at every stage of their career. Our client, Wipfli, is seeking professionals in Minneapolis, MN. Apply via Lensa today!

Overview

At Wipfli, people count.

At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.

We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.

People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

Responsibilities

Responsibilities

• Support investment banking team on the execution of M&A transactions.
• Assist in preparation of confidential information memos, pitch materials, and presentations.
• Develop and maintain complex financial models to perform various financial and valuation analyses.
• Conduct comprehensive and in-depth company and industry research.
• Play a key role in supporting origination, opportunity evaluation, and deal execution.
• Occasional travel, to client sites.
  
  

Qualifications

Knowledge, Skills and Abilities

• Bachelor’s degree required with a major in business, finance, accounting, or economics preferred.
• Minimum of 2-3 years of previous experience in investment banking.
• SIE Exam, Series 79, and Series 63 licenses must be acquired within 120 days of employment.
• Quantitative and data-based skills, including experience in valuation and financial modeling.
• Ability to learn quickly and ability to manage several projects at once.
• Must reside in or around the Twin Cities and able to commute to the office.
• Willing to maintain a hybrid schedule of at least 4 days in office.
  
  

Alaina Lister, from our recruiting team, will be guiding you through this process. Visit herLinkedIn (https://www.linkedin.com/in/alaina-lister-0182161b9/) page to connect!

Additional Details

Additional Details

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at [e-mail].

Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $60,000 to $99,000 with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.

Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.

Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance.

Job LocationsUS-MN-Minneapolis

Job ID 2024-6326

Category Other

Remote No

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  IT Services and IT Consulting

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