Mergers and Acquisitions Analyst

SBI Partners; Chicago (IL); On-site; USD 110,000 - 170,000; Full time

Job summary

SBI Partners in Chicago seeks a Senior M&A Analyst to join a newly formed, private equity-backed platform and work directly with senior leadership on an acquisition-driven growth plan. The role splits ~50% M&A, 25% FP&A development, 25% other strategic work, offering hands-on exposure to transactions and financial infrastructure.

You will build financial models, evaluate opportunities, coordinate diligence, and support FP&A processes while collaborating across finance, operations, business

Qualifications

• 3+ years of relevant experience in investment banking, private equity, or corporate development.
• Strong financial modeling, analytical, and problem-solving skills
• Advanced Excel and PowerPoint capabilities
• Comfortable leveraging AI and other technology tools to improve efficiency and analysis
• Bachelor's degree required; advanced degree a plus

Responsibilities

• Evaluate acquisition opportunities and help manage the M&A pipeline
• Build financial models, valuations, and investment analysis
• Prepare investment packages and materials to support acquisition decisions
• Coordinate financial and operational diligence
• Assist with proposals, LOIs, purchase agreements, and other transaction-related documents
• Support the development of FP&A processes, reporting, forecasting, and analysis
• Partner across finance, operations, business development, and strategy

Skills

Financial modeling

Analytical thinking

Problem solving

Advanced Excel

PowerPoint

Team collaboration

Education

Bachelor's degree in relevant field

Tools

Excel

PowerPoint

AI tools

Job description

SBI Partners has been engaged on a search for a Senior M&A Analyst to join a newly formed, private equity-backed platform headquartered in Chicago.

This is a unique ground-floor opportunity to join a growing organization at an early stage and work directly with senior leadership as the company executes an acquisition-driven growth strategy.

The role will have significant exposure across M&A, finance, operations, and strategy. Approximately 50% of the position will focus on M&A, 25% on building out FP&A capabilities, and 25% "other".

Key Responsibilities

• Evaluate acquisition opportunities and help manage the M&A pipeline
• Build financial models, valuations, and investment analysis
• Prepare investment packages and materials to support acquisition decisions
• Coordinate financial and operational diligence
• Assist with proposals, LOIs, purchase agreements, and other transaction-related documents
• Support the development of FP&A processes, reporting, forecasting, and analysis
• Partner across finance, operations, business development, and strategy
• Take on additional strategic projects as the platform continues to scale

Qualifications

• 3+ years of relevant experience in investment banking, private equity, or corporate development.
• Strong financial modeling, analytical, and problem-solving skills
• Advanced Excel and PowerPoint capabilities
• Comfortable leveraging AI and other technology tools to improve efficiency and analysis
• Bachelor's degree required; advanced degree a plus

Why This Opportunity

This is not a traditional analyst seat within a large corporate environment. The person joining will have an opportunity to get involved at the ground level of a newly formed platform, work closely with senior leadership, and gain hands-on exposure to both acquisitions and the financial infrastructure required to scale the business.

The role offers a combination of transaction experience, FP&A, and broader strategic exposure that is difficult to find in a typical M&A or finance position.