Investment Banking Associate

Engtal; Chicago (IL); On-site; USD 100,000 - 130,000; Full time

Job summary

A well-established middle market investment bank in Chicago is seeking an Investment Banking Associate to support M&A and capital markets transactions within its Financial Institutions Group. The ideal candidate will have 2–5 years of investment banking experience, strong modeling and valuation skills, and a background in finance-related fields. This role offers high visibility with senior bankers and a clear path to become a Vice President.

Qualifications

• 2–5 years of prior investment banking experience is required.
• Experience working on closed transactions is preferred.
• Strong modeling and valuation skills are essential.

Responsibilities

• Build financial models and valuation analyses for FIG transactions.
• Prepare pitchbooks, CIMs, management presentations, and board materials.
• Support sell-side M&A, buy-side advisory, and capital raise processes.
• Conduct industry research across financial institutions sectors.
• Coordinate diligence with clients, buyers, lenders, and advisors.
• Mentor Analysts and review work product.

Skills

Financial modeling

Valuation analysis

Industry research

Mentoring

Education

Bachelor’s degree in Finance, Accounting, Economics, or similar

Job description

We are partnered with a well-established middle market investment bank seeking an Investment Banking Associate to join its Financial Institutions Group (FIG) in Chicago.

This role will work closely with senior bankers on live M&A and capital markets transactions across sectors including asset management, insurance, fintech, specialty finance, depositories, and financial technology services.

The team has a strong pipeline and offers meaningful execution responsibility, client exposure, and a clear path to VP.

Responsibilities

• Build financial models and valuation analyses for FIG transactions
• Prepare pitchbooks, CIMs, management presentations, and board materials
• Support sell-side M&A, buy-side advisory, and capital raise processes
• Conduct industry research across financial institutions sectors
• Coordinate diligence with clients, buyers, lenders, and advisors
• Mentor Analysts and review work product

Requirements

• 2–5 years of prior investment banking experience REQUIRED
• Experience working on closed transactions
• Strong modeling and valuation skills
• Bachelor’s degree in Finance, Accounting, Economics, or similar

Why This Role

• Strong FIG deal flow in the middle market
• High visibility with senior bankers
• Clear path to VP
• Chicago-based team with strong culture