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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
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.