Investment Banking Associate jobs at Brown Gibbons Lang & Company - 744 jobs
Investment Banking Associate
Brown Gibbons Lang & Company 4.0
Investment banking associate job at Brown Gibbons Lang & Company
Brown Gibbons Lang & Company (BGL) is a leading independent investmentbank and financial advisory firm focused on the global middle market. We advise private and public corporations and debt and equity sponsors on mergers and acquisitions, divestitures, capital markets, financial restructurings, valuations and opinions, real estate, and other strategic matters. On every engagement, our clients receive senior-level attention from experienced bankers who bring a wealth of industry knowledge, transaction expertise, and deep relationships with key players in a broad range of industries.
Job Description
InvestmentBankingAssociates at Brown Gibbons Lang & Company have a strategic position and will oversee the preparation of financial analyses, conduct due diligence, develop offering presentation materials, and participate in the structuring and execution of a wide variety of transactions. InvestmentBankingAssociates assume an integral role in transaction execution and client interaction, as well as participation in marketing efforts and identifying prospective clients.
InvestmentBankingAssociate Responsibilities:
BGL InvestmentBankingAssociates enjoy a high level of involvement at every stage of the transaction and frequently interact with senior level bankers and management of client companies. They are active contributors during every phase of the transaction process and are integral to each transaction team. Additionally, Associates work closely with senior bankers to assist with their new business efforts.
InvestmentBankingAssociates at BGL act as primary processors of transactions and proposals. Associates are expected to master all aspects of transaction execution, including new business presentations, financial modeling and analysis, industry research, and preparation of other written materials.
Associates are required to have the ability to work on two to three transactions at any one time. As they become more experienced, Associates will be expected to manage transactions along with senior bankers and help coordinate the activities of team members, clients, attorneys, and accountants.
Job Responsibilities:
Supporting senior bankers in transaction execution and client management
Performing financial analysis
Identifying potential investors, buyers, acquisition targets or merger partners
Conducting industry research
Participating in new business development
Cultivating analyst development
Qualifications
Candidates for this position should be dynamic, highly-motivated individuals with a sincere enjoyment of their work and should demonstrate a commitment to excellence in all tasks and to the growth of the firm as a leader in the middle market.
Successful candidates possess the following characteristics:
Bachelor's Degree required, MBA preferred
Two or more years of previous experience in InvestmentBanking
Outstanding academic record
Strong accounting and financial modeling knowledge and experience
Excellent interpersonal skills
Excellent written and verbal communication skills
Ambitious team player with commitment to excellence
Additional Information
We have InvestmentBanking opportunities available in our Cleveland, OH and Chicago, IL offices.
$96k-141k yearly est. 3d ago
Looking for a job?
Let Zippia find it for you.
Investment Banking Senior Analyst
Brown Gibbons Lang & Company 4.0
Investment banking associate job at Brown Gibbons Lang & Company
Brown Gibbons Lang & Company (BGL) is a leading independent investmentbank and financial advisory firm focused on the global middle market. We advise private and public corporations and debt and equity sponsors on mergers and acquisitions, divestitures, capital markets, financial restructurings, valuations and opinions, real estate, and other strategic matters. On every engagement, our clients receive senior-level attention from experienced bankers who bring a wealth of industry knowledge, transaction expertise, and deep relationships with key players in a broad range of industries.
Job Description
BGL is hiring an InvestmentBanking Senior Analyst to work at our office in downtown Cleveland. Analysts at BGL are entrusted with a high level of responsibility as important contributors to the transaction team. Our analysts work closely with Associates and Senior Bankers in the preparation of presentation materials and analysis and frequently interact with clients.
The job is fast-paced and the learning curve is steep, as Analysts work closely with clients and internal teams across multiple transactions.
Analyst Responsibilities:
Conducting industry research.
Interacting with senior bankers and executives from client companies in preparation and presentation of transaction materials.
Ensuring the accuracy and adherence to the firm's quality standards of all presentation materials and analyses.
Supporting the firms' marketing and recruitment activities.
Qualifications
Analyst Qualifications:
Candidates for this position should be dynamic, highly motivated individuals with a sincere enjoyment of their work and should demonstrate a commitment to excellence in all tasks and to the growth of the firm as a leader in the middle market.
Successful candidates possess the following characteristics:
Bachelor's Degree required
One years' experience in an InvestmentBanking Analyst position
Outstanding academic record
Strong accounting and financial modeling knowledge and experience
Excellent interpersonal skills
Excellent written and verbal communication skills
Ambitious team player with commitment to excellence
Additional Information
All your information will be kept confidential according to EEO guidelines.
$77k-118k yearly est. 60d+ ago
Hedge Fund Investment Analyst
Callan 4.3
Chicago, IL jobs
As a hedge fund investment analyst in Callan's Alternatives Consulting group, you will contribute to the investment capabilities of the hedge fund consulting team and work collaboratively with Callan's institutional clients and consultants to implement hedge fund/diversifier portfolios. Hedge fund and diversifier strategies include multi-strategy, long/short equity, event driven, systematic macro, discretionary global macro, CTAs, reinsurance/ILS, and other strategies. You will report to the head of the Alternatives Consulting group.
What's Unique About This Role?
Your primary focus will be conducting research on hedge fund strategies (directs and funds-of-funds) for clients, with a primary focus on quantitative analysis. Your secondary focus will be monitoring hedge fund risk and performance. You will play a key role in interfacing with hedge fund managers and Callan consultants and clients.
Please note: This position will be based in one of Callan's office locations listed above and working a hybrid (office/home) schedule with a minimum of three (3) days a week in the office.
Primary Duties Manager Research
Collaborate with other members of the Hedge Fund Consulting team to conduct comprehensive quantitative and qualitative research on prospective investments in hedge fund (directs and funds-of-funds), and diversifier strategies
Compile research materials to review with the hedge fund consulting team, internal Callan oversight committees, and Callan clients
Assist in presenting research analysis and findings to clients
Manager and Portfolio Monitoring
Compile monthly and quarterly performance, risk, and qualitative monitoring reports for consultants and clients
Attend regular manager meetings, virtually and on-site, and post summary notes to Callan's internal database
Assess the current market environment and industry trends to help guide hedge fund/diversifier portfolio implementation, and contribute to Callan's monthly and quarterly hedge fund market trend presentations
Manager Sourcing
Develop a research coverage strategy (market map) to identify high-interest strategies for designated hedge fund/diversifier sectors and contribute to Callan's intellectual capital
Proactively identify attractive fund investment opportunities appropriate for Callan's clients
Coordinate and lead manager meetings and post meeting notes to Callan's internal database on a timely basis
Research and Education
Contribute to topical research on topics of interest pertaining to hedge funds and diversifiers
Job Skills & Requirements Skills:
Works constructively with colleagues in the group and across the broader organization
Possesses strong written and verbal communication skills
Responds to internal and external requests in a timely and efficacious manner
Characteristics:
Maintains an effective and professional relationship with clients and managers, and with a high degree of integrity
Follows a rigorous and consistent research process with strong attention to detail to ensure client recommendations and reports are consistently high quality
Education and Experience:
Bachelor's degree or equivalent, preferably in finance, economics, or a related discipline
Minimum two years of demonstrated experience in evaluating and monitoring hedge fund and diversifier strategies, hedge fund/diversifier manager research, strategic planning, and portfolio construction, in an investment management or institutional advisory capacity, with an emphasis on leading client relationships
Progress towards, or completion of, CFA and/or CAIA program preferred
Compensation, Benefits & Training
At Callan, you can expect:
A generous compensation and benefits package, including base salary, bonus, 401(k) matching, profit sharing, health/medical/dental/vision benefits, monthly communications stipend, tuition assistance, and more
Training for all Callan databases, research, and other systems
Access to team-building events, community outreach opportunities, and wellness events
$65,000 - $85,000 a year
The range listed represents what we reasonably expect to pay for this role at the time of this posting. Depending on the qualifications and level of work experience of the ideal candidate, we may ultimately pay more or less than the posted range and may be modified in the future.
As an employee-owned firm, Callan is committed to giving long-term, successful professionals an opportunity to become equity partners. Visit ********************** to learn more about Callan's culture, benefits, and more.
About Callan
Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan provides advisory services to institutional investor clients with more than $3 trillion in total assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners.
Callan has roughly 200 employees and is headquartered in San Francisco with five additional offices throughout the U.S. Learn more about us at ***************
Callan is an equal-opportunity employer. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.
Research shows that some candidates tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage everyone to apply for positions even if they do not necessarily check every box outlined in the job description. Callan believes that our organization and culture are made stronger through a broad array of perspectives and experiences.
#J-18808-Ljbffr
Bring your Expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
Job Summary
As a Senior Associate on the Commercial & InvestmentBanking Reputation Risk Team, you provide timely review and assessment of client or prospect matters before transactions are executed, and help safeguard the reputation of JPMorgan Chase. You work closely with colleagues across Commercial & InvestmentBanking, Business Banking, and Asset Wealth Management Reputation Risk Offices to address cross-line of business issues. You help us manage risk and contribute to a dynamic, collaborative environment with frequent opportunities to learn and grow.
Job Responsibilities
+ Ensure timely review and execution of significant client and prospect information related to live transactions.
+ Develop impactful, in-depth presentation decks for executive management.
+ Provide support across a broad array of projects and escalations, especially the team's pipeline of work in-process.
+ Analyze and synthesize data to inform risk assessments.
+ Communicate findings clearly and concisely in written and verbal formats.
+ Manage competing priorities and deadlines with strong organizational skills.
+ Demonstrate initiative and self-direction in a fast-paced environment.
Required Qualifications, Capabilities, and Skills
+ Bachelor's degree.
+ Minimum 3 years of experience in financial services, risk management, compliance, or legal.
+ Strong data mining, management, and analytical skills.
+ Proficiency in Microsoft PowerPoint, Excel, and SharePoint.
+ Clear and concise written and verbal communication skills.
+ Excellent interpersonal skills and ability to build strong partnerships.
+ Strong organizational and project management skills.
+ Ability to manage competing priorities under tight deadlines.
+ Intellectual curiosity and proven ability to learn quickly.
+ Ability to pivot across diverse topics and issues.
+ High degree of initiative and ability to work well under pressure.
Preferred Qualifications, Capabilities, and Skills
+ Previous reputation risk or credit risk experience.
+ Experience supporting executive management.
+ Familiarity with cross-Line of Business collaboration.
+ Advanced data analysis skills.
+ Experience in a fast-paced, dynamic environment.
+ Strong problem-solving abilities.
+ Demonstrated adaptability to new topics and challenges.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investmentbanking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Chicago,IL $90,250.00 - $145,000.00 / year
$90.3k-145k yearly 32d ago
Commercial & Investment Bank Executive Search Associate
Jpmorgan Chase 4.8
Chicago, IL jobs
We are seeking an experienced associate to join our team with a heavy focus on talent research. As a Researcher Senior Associate on the Commercial & InvestmentBank Recruiting (CIB) Team, you will be responsible for leading efforts across the CIB business. You will partner closely with seasoned recruiters and business leaders. You will be responsible for the identification, engagement and successful recruitment of banker talent, and supporting the business in achieving its strategic objectives. This is a heavy project oriented position using research tools like LinkedIn, Zoom Info, the internet, phone and other research tools. In addition to working on open roles, you will also be tasked with ongoing, opportunistic candidate engagement, development, and presentation.
**Job Responsibilities**
+ Support through research, a team of end-to-end talent acquisition process, create and implement research on talent acquisition strategies
+ Provide guidance to recruiters, human resources (HR) partners & hiring managers on market intelligence
+ Source qualified candidates through a wide variety of channels, and provide a positive candidate experience with frequent and timely communication throughout the talent acquisition process; share manager feedback
+ Help evaluate, interview and present qualified candidates to hiring managers and solicit feedback on candidates to refine talent acquisition strategy as applicable
+ Partner with seasoned recruiters, HR colleagues, and finance to anticipate upcoming needs and strategize pipelines
+ Proactively share innovative solutions to add value, anticipate needs, and streamline the process for the client
+ Demonstrate expert level of understanding of talent acquisition needs by participating in client meetings, being aware of changes within the business, acting as a subject matter expert for areas of talent acquisition responsibility as well as managing hiring manager/candidate expectations
+ Educate candidates on the career growth potential, benefits, compensation philosophy and many advantages of employment, selling both the firm and the opportunity
+ Conduct appropriate compensation expectation conversations with both hiring managers and candidates to ensure closure of offers
+ Understand diversity goals and provide education to hiring managers in order to ensure and present a diverse candidate slate
+ Utilize the complete functionality of the applicant tracking system and maintain data integrity and controls
**Required Qualifications, Capabilities, and Skills**
+ A Bachelor's degree
+ 2+ years of experience in a research capacity at a fast paced corporate environment or talent acquisition agency
+ Exceptional written and verbal communication skills with strong Excel and PowerPoint & database management experience
+ Able to work independently in a dynamic environment of change, challenge and multiple deadlines and priorities, high attention to detail
+ Possess a controls mindset; understand employment laws and regulations
+ Superior multitasking, project management and presentation skills coupled with business acumen
+ Prior experience handling sensitive/confidential information
+ Strong time management skills, and the ability to consistently prioritize and re-prioritize
**Preferred Qualifications, Capabilities, and Skills**
+ Strong Phone Research experience
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investmentbanking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Chicago,IL $80,750.00 - $123,000.00 / year
$80.8k-123k yearly 60d+ ago
2026 Investment Banking Summer Associate Program - Chicago, Industrials Group
Jefferies 4.8
Illinois jobs
What you can expect
Jefferies' lean deal team structure affords Summer Associates the opportunity to work closely with senior bankers on pitches and live deals while overseeing Summer Analysts' work product. Tasks go well beyond performing fundamental analysis and research into companies and markets. A Summer Associate is expected to understand market implications, identify key industry and product trends and provide input on pitch and deal material to enhance client deliverables. Summer Associates add value to the team from day one. They are expected to think creatively and pursue their projects with excellence, a collaborative spirit, and with the highest levels of integrity.
Following an enriching orientation and training program, Summer Associates will begin working on their day-to-day responsibilities, with support from colleagues serving as both instructors and mentors throughout the 10-week engagement. Jefferies' collegial program also offers a series of social and educational events to further enhance your professional development and grow your network. These events help Associates develop lasting personal and professional relationships with peers and senior bankers that will serve as the foundation for a successful career. As a way to help maximize your experience with us, Summer Associates receive formal performance reviews.
Summer Associate responsibilities may include, but are not limited to:
Performing and reviewing financial valuation, discounted cash flow and comparable companies multiples-based analyses
Building and using financial models
Preparing pitch books and live deal materials, such as offering memorandums and prospectuses
Conducting industry and product research
Analyzing detailed corporate and financial information
Participating in the execution of financings, M&A and restructuring and recapitalization transactions
What we look for in a candidate
We look for candidates who are eager to make an impact by doing real, hands-on work and participate on active deal teams. Successful Jefferies' Summer Associates will be able to multitask and manage a variety of projects simultaneously. Candidates must demonstrate professionalism and client management skills together with strong technical, written, and verbal communication skills. The work is fast paced, intense and intellectually stimulating. The ability to work under pressure and tight deadlines, be adaptable and work both independently and as part of a team are essential traits of a successful candidate. You should have a strong academic background and in the process of completing the first year of a two-year MBA degree or equivalent. Although a background in accounting or finance is helpful, we hire Summer Associates who have studied a variety of disciplines.
Eligible candidates must be graduating with an MBA between December 2026 and June 2027.
WORK WITH US - InvestmentBanking opportunities exist across the U.S.
Jefferies' Chicago office covers industrial services, multi-industrials and capital goods clients. The group focuses on M&A and also offers a full suite of public & private equity and debt products. The deal team has executed over $100bn of M&A transactions over the past 15 years. The group currently consists of ~10 bankers ranging from Analyst to Managing Director and is growing rapidly. They also partner closely with the broader Diversified Industrials team, located in New York. The team does in-house execution and has an emphasis on career development, focusing on growing talent internally. Summer Associates will have every opportunity to be part of the team and operate as a full-time Associate.
ABOUT US
Jefferies is a leading global, full-service investmentbanking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.
At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law.
The salary for this role is $175,000, pro-rated.
We are seeking a highly skilled and experienced InvestmentBankingAssociate to join our dynamic Mid Cap InvestmentBanking team in Chicago.
As an Associate in our Mid Cap InvestmentBanking group, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investmentbanking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
Job Responsibilities
Develop content for strategic meetings with clients regarding M&A or capital market transactions
Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
Provide leadership, mentorship and supervision to Associates and Analysts
Participate in graduate recruiting
Required qualifications, capabilities, and skills
Prior work experience in an investmentbanking front office role.
A well-rounded academic background from a top tier educational institution.
Strong financial modelling skills
Understands transaction cycle and the steps in the process and is execution oriented.
Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
Self-directed, highly motivated, and able to work independently
Bring your Expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
Job Summary
As a Senior Associate on the Commercial & InvestmentBanking Reputation Risk Team, you provide timely review and assessment of client or prospect matters before transactions are executed, and help safeguard the reputation of JPMorgan Chase. You work closely with colleagues across Commercial & InvestmentBanking, Business Banking, and Asset Wealth Management Reputation Risk Offices to address cross-line of business issues. You help us manage risk and contribute to a dynamic, collaborative environment with frequent opportunities to learn and grow.
Job Responsibilities
Ensure timely review and execution of significant client and prospect information related to live transactions.
Develop impactful, in-depth presentation decks for executive management.
Provide support across a broad array of projects and escalations, especially the team's pipeline of work in-process.
Analyze and synthesize data to inform risk assessments.
Communicate findings clearly and concisely in written and verbal formats.
Manage competing priorities and deadlines with strong organizational skills.
Demonstrate initiative and self-direction in a fast-paced environment.
Required Qualifications, Capabilities, and Skills
Bachelor's degree.
Minimum 3 years of experience in financial services, risk management, compliance, or legal.
Strong data mining, management, and analytical skills.
Proficiency in Microsoft PowerPoint, Excel, and SharePoint.
Clear and concise written and verbal communication skills.
Excellent interpersonal skills and ability to build strong partnerships.
Strong organizational and project management skills.
Ability to manage competing priorities under tight deadlines.
Intellectual curiosity and proven ability to learn quickly.
Ability to pivot across diverse topics and issues.
High degree of initiative and ability to work well under pressure.
Preferred Qualifications, Capabilities, and Skills
Previous reputation risk or credit risk experience.
Experience supporting executive management.
Familiarity with cross-Line of Business collaboration.
Advanced data analysis skills.
Experience in a fast-paced, dynamic environment.
Strong problem-solving abilities.
Demonstrated adaptability to new topics and challenges.
$72k-107k yearly est. Auto-Apply 34d ago
Commercial & Investment Bank Executive Search Associate
Jpmorganchase 4.8
Chicago, IL jobs
We are seeking an experienced associate to join our team with a heavy focus on talent research.
As a Researcher Senior Associate on the Commercial & InvestmentBank Recruiting (CIB) Team, you will be responsible for leading efforts across the CIB business. You will partner closely with seasoned recruiters and business leaders. You will be responsible for the identification, engagement and successful recruitment of banker talent, and supporting the business in achieving its strategic objectives. This is a heavy project oriented position using research tools like LinkedIn, Zoom Info, the internet, phone and other research tools. In addition to working on open roles, you will also be tasked with ongoing, opportunistic candidate engagement, development, and presentation.
Job Responsibilities
Support through research, a team of end-to-end talent acquisition process, create and implement research on talent acquisition strategies
Provide guidance to recruiters, human resources (HR) partners & hiring managers on market intelligence
Source qualified candidates through a wide variety of channels, and provide a positive candidate experience with frequent and timely communication throughout the talent acquisition process; share manager feedback
Help evaluate, interview and present qualified candidates to hiring managers and solicit feedback on candidates to refine talent acquisition strategy as applicable
Partner with seasoned recruiters, HR colleagues, and finance to anticipate upcoming needs and strategize pipelines
Proactively share innovative solutions to add value, anticipate needs, and streamline the process for the client
Demonstrate expert level of understanding of talent acquisition needs by participating in client meetings, being aware of changes within the business, acting as a subject matter expert for areas of talent acquisition responsibility as well as managing hiring manager/candidate expectations
Educate candidates on the career growth potential, benefits, compensation philosophy and many advantages of employment, selling both the firm and the opportunity
Conduct appropriate compensation expectation conversations with both hiring managers and candidates to ensure closure of offers
Understand diversity goals and provide education to hiring managers in order to ensure and present a diverse candidate slate
Utilize the complete functionality of the applicant tracking system and maintain data integrity and controls
Required Qualifications, Capabilities, and Skills
A Bachelor's degree
2+ years of experience in a research capacity at a fast paced corporate environment or talent acquisition agency
Exceptional written and verbal communication skills with strong Excel and PowerPoint & database management experience
Able to work independently in a dynamic environment of change, challenge and multiple deadlines and priorities, high attention to detail
Possess a controls mindset; understand employment laws and regulations
Superior multitasking, project management and presentation skills coupled with business acumen
Prior experience handling sensitive/confidential information
Strong time management skills, and the ability to consistently prioritize and re-prioritize
Preferred Qualifications, Capabilities, and Skills
Strong Phone Research experience
As an Associate in M&A you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investmentbanking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
Job Responsibilities
Develop content for strategic meetings with clients regarding M&A transactions
Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
Provide leadership, mentorship and supervision to Associates and Analysts
Participate in graduate recruiting
Required qualifications, capabilities, and skills
3 years prior work experience:
in an investmentbanking front office role
in a relevant role at a top tier consulting firm (financial, commercial, or operational due diligence)
Bachelor's degree
Strong financial modelling skills
Understands transaction cycle and the steps in the process and is execution oriented
Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
Self-directed, highly motivated, and able to work independently
As an Associate in M&A you will be a key player in our business strategy and execution. You will participate in the \"full cycle\" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investmentbanking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
**Job Responsibilities**
+ Develop content for strategic meetings with clients regarding M&A transactions
+ Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
+ Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
+ Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
+ Provide leadership, mentorship and supervision to Associates and Analysts
+ Participate in graduate recruiting
**Required qualifications, capabilities, and skills**
+ 3 years prior work experience:
+ in an investmentbanking front office role
+ in a relevant role at a top tier consulting firm (financial, commercial, or operational due diligence)
+ Bachelor's degree
+ Strong financial modelling skills
+ Understands transaction cycle and the steps in the process and is execution oriented
+ Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
+ Self-directed, highly motivated, and able to work independently
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investmentbanking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Chicago,IL $175,000.00 - $225,000.00 / year
We are seeking a highly skilled and experienced InvestmentBankingAssociate to join our dynamic Mid Cap InvestmentBanking team in Chicago. As an Associate in our Mid Cap InvestmentBanking group, you will be a key player in our business strategy and execution. You will participate in the \"full cycle\" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investmentbanking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
**Job Responsibilities**
+ Develop content for strategic meetings with clients regarding M&A or capital market transactions
+ Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
+ Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
+ Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
+ Provide leadership, mentorship and supervision to Associates and Analysts
+ Participate in graduate recruiting
**Required qualifications, capabilities, and skills**
+ Prior work experience in an investmentbanking front office role.
+ A well-rounded academic background from a top tier educational institution.
+ Strong financial modelling skills
+ Understands transaction cycle and the steps in the process and is execution oriented.
+ Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
+ Self-directed, highly motivated, and able to work independently
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investmentbanking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Chicago,IL $175,000.00 - $225,000.00 / year
We are seeking exceptional Associate Interns to join our InvestmentBanking team in Chicago. Associate interns will join our highly collaborative team responsible for providing advisory services to private equity firms and corporate clients with an emphasis on sell-side M&A advisory engagements. The team focuses on high growth segments of the market, including Software, Commercial, Business and Technology Services. Associates will have the opportunity to work with colleagues across M&A advisory team, including Atlanta, Boston, and New York.
Guggenheim offers an unparalleled opportunity to work as part of small transaction teams on major strategic assignments providing meaningful exposure to senior bankers and client representatives. Candidates should be top performers who are willing to work hard in an unstructured environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued.
Our 10-week internship program is designed for students interested in pursuing a career in investmentbanking with an emphasis on M&A advisory. The program includes formal training, mentoring programs, networking and social events, community service events and a strategic advisory project that provide our interns with a unique experience and invaluable look into our culture and the investmentbanking business.
Interns become important members of our deal teams and work as a junior associate on a variety of interesting strategic advisory assignments. You will have significant exposure to senior bankers and client representatives as well as the ability to create meaningful relationships with junior bankers.
In a client services business like ours, our team members are the product, the service and the offering. We will provide best-in-class InvestmentBanking training-formal and hands-on-as you develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more.
We are seeking highly motivated individuals with exceptional quantitative and communication skills looking to jump-start their career through hands-on training and experience at a growing firm. The InvestmentBanking unit will source most of its full-time associate class from the internship program.
Essential Job Functions
* Support deal teams in developing, maintaining and using financial models
* Perform financial and valuation analysis such as discounted cash flow analysis, multiple valuation analysis
* Perform company and industry research and gain in-depth understanding of sector trends, client challenges and strategies in order to develop innovative and creative solutions for our clients
* Prepare client presentations and interacting with senior bankers, clients, lawyers and accountants
* Develop an in depth understanding of M&A deal processes
Preferred Qualifications
* Commitment to meet the demands of high volume and high-end client services
* Effective communicator - verbal, written and virtual
* Excellent analytical skills and attention to detail
* Strong interest in problem solving and client services
* Highly organized, with the initiative and ability to multitask and work with limited supervision on a team
* Resourcefulness, intellectual curiosity, enthusiasm and a genuine interest in finance
* Desire to join a rapidly growing, entrepreneurial platform
* Demonstrable experience with Microsoft Excel, PowerPoint and Outlook
* Significant level of maturity and the ability to work under pressure as a part of a small team with top company executives and senior management
* Interest in working in Chicago long term
Basic Qualifications
* No jobseeker will be considered if these basic qualifications are not met
* Must be:
* On track to receive MBA or J.D. degree in Spring 2027
Salary Details
* A salary based on an annual rate of $175,000 per year.
* The base salary amount represents the anticipated salary for this position. Actual base salaries may vary depending on factors such as location and experience. The salary listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.
About Us:
Guggenheim Securities is the investmentbanking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston.
For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ******************************************* or ************.
$175k yearly Auto-Apply 60d+ ago
Associate, Investment Banking - Industrials
Stout Risius Ross 4.1
Chicago, IL jobs
At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team.
Impact You'll Make:
Stout is seeking an experienced Associate to join our InvestmentBanking group, specifically within the Industrials team. This role will focus on leading day-to-day transaction execution for middle-market mergers and acquisitions (M&A) and capital raising. The Associate will play a pivotal role in driving the firm's M&A and Capital Markets advisory efforts while gaining extensive deal process experience by collaborating with senior bankers and serving as a critical resource in client coverage, prospecting, and engagement execution.
This role offers Associate the opportunity to strengthen their technical skills, build client relationships, and gain valuable exposure to transaction processes while working alongside experienced professionals across the firm.
What You'll Do:
Collaborate with practice leaders and sector leaders within investmentbanking to secure and execute M&A transactions
Coordinate and perform business due diligence on clients and prospective opportunities
Conduct comprehensive valuation exercises for companies and business units
Prepare and deliver high-quality presentation materials for internal and external stakeholders
Take a leadership role in all phases of the transaction process, ensuring successful execution and client satisfaction
Attend client meetings and actively contribute to discussions
What You Bring:
A minimum of 2 years of relevant experience in investmentbanking, private equity, or financial analysis
Advanced proficiency in Excel, PowerPoint, Word, and other Microsoft Office applications
Exceptional academic credentials from a top-tier university
Ability to think critically and demonstrate excellent written and verbal communication skills
Strong transaction process orientation and attention to detail.
Highly proficient financial analysis and modeling skills
Self-starter with the ability to thrive in an entrepreneurial, fast-paced, and demanding environment
Collaborative team player capable of working effectively within intimate deal teams
How You'll Thrive:
Cultivate a positive, team-oriented approach that fosters collaboration and shared success.
Demonstrate accountability and reliability by consistently delivering high-quality results and meeting expectations.
Exhibit an entrepreneurial mindset and a commitment to excellence in all aspects of your work.
Build meaningful relationships and leverage strong interpersonal skills to create trust and drive outcomes.
Communicate effectively and respond promptly, ensuring clarity and alignment with stakeholders.
Bring intellectual curiosity and a keen attention to detail to problem-solving and decision-making.
Apply advanced analytical and quantitative skills to uncover insights and drive data-informed strategies.
Leverage a deep understanding of the sell-side execution process to navigate complex transactions and achieve optimal results.
Why Stout?
At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life.
We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve.
We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals.
Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives.
Learn more about our benefits and commitment to your success.
*****************************************
The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job.
Stout is an Equal Employment Opportunity.
All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law.
Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.
A reasonable estimate of the current range is $145,000 - $175,000 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - *****************************************.
Solutions for Today's Challenges. Vision for Tomorrow's Opportunities.
Join William Blair, the Premier Global Partnership.
Execute in-depth analyses to support new business development, transaction execution and the delivery of investmentbanking products and services to clients and prospects. Perform extensive research and financial modeling, apply valuation methods, and complete due diligence activities. Work closely with client staff to advance projects, gathering necessary information, conveying complex financial modeling outcomes and presenting analysis results. Provide training and mentorship to less experienced staff.
Responsibilities include but may not be limited to:
Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions. Utilize creative approaches to analyses that illustrate key concepts/messages. Carefully review and provide guidance to Analysts' work.
Build advanced financial models to value potential and actual clients and/or industries, leveraging broad understanding of valuation and broad finance/accounting topics. Demonstrate thorough knowledge of multiple client sectors. Assimilate information to perform insightful analyses.
Lead due diligence, research, analysis and documentation of potential and live transactions. Anticipate potential deal issues and pass concerns through to team members in real time.
Actively participates in presentation development and hypothesis testing to highlight financial analysis and research results.
Develop, produce and deliver proposals and presentations to clients and prospects, which exhibit broad knowledge of IB product solutions and underlying components. Engage, with analysts, in the development of marketing materials that highlight the competitive advantage of William Blair.
Actively participate in client meetings and drafting sessions.
Research and expand expertise of industries and/or sectors. Leverage knowledge to target certain clients or industries. Monitor key industry drivers. Offer insights into business trends in sector to facilitate processes. Evaluate and improve BIC content.
Identify improvements to processes and propose solutions to complete tasks more efficiently.
Take ownership of client relationships. Foster effective dialogue with finance and accounting staffs to facilitate processes. Anticipate needs and challenges and provide seamless solutions.
Demonstrate an understanding of macro factors related to client industry, investmentbanking products and potential implications.
Act as “on the job” trainer for analysts, providing constructive feedback. Focus on improving the quality of analyst and summer intern work product. Ensure senior team knows the valuable contributions of all team members.
Ensure all activities are in compliance with applicable rules, regulations, policies and procedures.
Additional responsibilities as requested.
QUALIFICATIONS:
Bachelor's Degree required
Prior investmentbanking experience required; 1+ years experience as an InvestmentBankingAssociate preferred
Detail oriented with strong analytical abilities
Excellent mathematical, writing, verbal and computer skills
Ability to adapt to new tasks with little notice
Ability to manage expectations of senior bankers while working on multiple projects simultaneously
Effective leadership and coaching skills
Strong desire to win
Sound judgement
Deep, sophisticated understanding of accounting and finance
Commitment to satisfying internal and external customers
SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment
Travel required: approximately 10% to 30%
#LI-MW1
A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position.
This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives.
Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits.
Salary Range$175,000-$175,000 USD About Our Firm
William Blair strives to attract qualified candidates who specialize in investmentbanking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, Asia, and Australia. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com.
William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v
Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.
Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.
Download William Blair's privacy policies for job applicants:
California Consumer Privacy Act Privacy Notice (CCPA)
General Data Protection Regulation Privacy Notice (GDPR)
Contact us should you have any questions or concerns.
$175k-175k yearly Auto-Apply 29d ago
Investment Banking Associate - Private Capital Markets
William Blair 4.9
Chicago, IL jobs
William Blair's Private Capital Markets (PCM) group is a team of capital raising experts dedicated to advising and delivering bespoke, non-control capital solutions to our clients. Providing advisory services to clients including both sponsor- and founder-backed companies across a wide range of industries and at all stages of the business lifecycle - early / growth companies; middle-market companies; and scaled mature companies. Whether a client is looking for growth capital, acquisition funding, shareholder liquidity, or to refinance debt, the PCM group leverages our deep investor relationships across junior capital, structured equity, minority equity, growth equity, and pre-IPO crossover investors to deliver creative, bespoke solutions that achieve our client's objectives. The PCM group's understanding and expertise in all types of private capital help our clients navigate opaque and creative financing markets on a daily basis.
As an Associate in Private Capital Markets, you will execute in-depth analyses to support new business development, transaction execution and the delivery of investmentbanking products and services to clients and prospects. This role performs extensive financial modeling, capital structure analysis, research and completes due diligence activities. The selected individual will work closely with client staff to advance projects, gather necessary information, convey complex financial modeling outcomes and present analysis results. In addition, an Associate provides training and mentorship to less experienced staff.
Responsibilities may include but are not limited to:
Perform extensive financial analysis including capital structure analysis, cash flow modeling, and sensitivity analysis to support junior capital / structured equity, minority equity, or growth equity capital raises. Utilize creative approaches to illustrate key concepts / messages to internal teams, prospects, and clients.
Build advanced three statement financial models to assess financial performance, cash flow and sensitize different capital structures / solutions to achieve the client's objectives. Leverage broad understanding of different business models, finance / accounting topics and sources of capital.
Demonstrate strong understanding of private capital markets, including market trends, key structures, and key investors / players.
Lead due diligence, research, analysis and documentation of potential and live transactions. Anticipate potential deal issues and pass concerns through to team members in real time.
Research current and prospective client companies, comparable companies and transactions, and industries; monitor and research capital markets, trends and investors; update private capital markets databases.
Develop, produce and deliver proposals and presentations to clients and prospects, which exhibit broad knowledge of IB product solutions and underlying components. Engage, with analysts, in the development of pitch materials that highlight the competitive advantage of William Blair.
Identify improvements to processes and propose solutions to complete tasks more efficiently.
Create relationships with clients and foster effective dialogue with finance and accounting staffs to facilitate efficient processes. Anticipate needs and challenges and provide seamless solutions.
Act as "on the job" trainer for analysts, providing constructive feedback. Focus on improving the quality of analyst and summer intern work product. Ensure senior team knows the valuable contributions of all team members.
Ensure all activities are in compliance with applicable rules, regulations, policies and procedures.
Additional responsibilities as requested.
Qualifications:
Bachelor's Degree required.
Prior investmentbanking experience required; capital markets or investing / lending experience is a plus.
Advanced financial modeling skills required. Build detailed, fully-integrated financial models to construct financial projections and test their feasibility, analyze the impact of proposed transactions on capital structures, cash flows, debt service requirements, compliance with and financial covenants, and differences in GAAP and tax treatments, etc.
Experience analyzing financial statements and related data to assess historical and projected financial performance for client companies and prospects.
Required SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment.
Detail oriented with strong analytical abilities.
Effective leadership and coaching skills.
Committed to satisfying internal and external customers.
Ability to manage expectations of senior bankers, other deal team members, and clients while working on multiple projects simultaneously.
Excellent mathematical, writing, verbal and computer skills.
#LI-CG1
$99k-134k yearly est. Auto-Apply 60d+ ago
2026 Investment Banking Summer Associate Program (Chicago) - Early Careers
Wells Fargo Bank 4.6
Chicago, IL jobs
2026 InvestmentBanking Summer Associate
Wells Fargo Corporate & InvestmentBanking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500.
A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investmentbanking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients.
The 10-week Summer Associate Program is designed for MBA students between their first and second year. You'll be aligned to a product or industry group and immediately contribute to active client engagements. The program includes immersive training, project-based learning, senior leader engagement, and networking opportunities across business lines. You will be part of a focused, high-performing team that supports clients through strategic transactions and capital raising. From day one, you will engage in live projects, build relationships with clients and senior bankers, and contribute to the work that helps our clients achieve their objectives in today's dynamic environment.
What to Expect
The program begins with seven weeks of comprehensive training in Charlotte, covering financial accounting, credit analysis, valuation, and modelling.
Following training, you will step directly into deal execution and client advisory work. Your responsibilities may include:
Building valuation models and supporting transaction execution
Conducting company and industry research
Preparing client materials and pitch presentations
Participating in diligence sessions, client meetings, and internal discussions
Collaborating with senior bankers on engagements across sectors and geographies
Supporting the development of junior team members
Throughout the program, you will receive hands-on coaching, mentorship, and ongoing feedback to support your development.
Is This Program Right for You?
We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike.
Required Qualifications
2+ years of investmentbanking program experience or equivalent, demonstrated through work, military service, training, or education
Desired Qualifications
MBA with an expected graduation date of December 2026 to June 2027
Strong verbal and written communication skills
Ability to operate effectively both independently and in teams
Advanced Microsoft Office (Excel, PowerPoint, Word) skills
Track record of leadership or involvement in professional or academic initiatives
Program Locations
Positions are available in Chicago.
Pay Range:
IL (Chicago): $175,000 Yearly
This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
Salary is just one component of Wells Fargo's total rewards package. Depending on the role, a Wells Fargo's employee may be eligible for additional forms of compensation, such as sales incentives, discretionary bonuses, and/or equity in the company in the form of Restricted Stock Units (RSUs).
$126,400.00 - $262,600.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
31 Jan 2026
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Solutions for Today's Challenges. Vision for Tomorrow's Opportunities.
Join William Blair, the Premier Global Partnership.
Our Leveraged Finance Group is a team of dedicated debt advisory bankers focused on delivering an optimal financing outcome for each client's specific situation. We provide conflict-free advisory and arrangement services for middle-market companies across a wide range of industries and transaction types, along with trusted, objective advice on how best to structure debt issues, and are skilled at negotiating key terms of debt agreements, often working in conjunction with our private equity placement professionals to provide single-source solutions for our clients' capital requirements. Whether the objective is to finance an acquisition, refinance an existing facility, support growth with additional capital, or provide liquidity to existing shareholders, our team leverages a broad lender network to deliver the best financing solution available in the market. These relationships, along with our group's extensive experience and proprietary 360° view of the leveraged finance market, allow us to provide our clients with a full menu of product options.
We know you have choices on how you spend your summer but encourage you to apply for William Blair's 2027 InvestmentBanking Leveraged Finance Group Summer Analyst Program. Take the opportunity to build on the fundamentals of your academic background, gain practical knowledge to help prepare you for your next steps and be part of an organization that fosters innovation and invests in our most important asset, our people.
The summer program provides all summer analysts with unique opportunities to:
Work alongside current analysts, associates, and VPs over the course of the 9-week program
Take on all functions of a full-time analyst
Receive direct client exposure in a culture of collaboration and accountability
Analyze financial statements and related data to assess historical financial performance, current conditions, and outlook for client companies and prospects
Build detailed, fully integrated three-statement financial models to analyze the impact of alternative transactions and capital structures on cash flows, covenant cushions, and investor rates of return
Assess information required to perform all pertinent analyses; compile information request lists and track information gathered; assist lenders and investors in their due diligence processes
Draft offering memorandums, management presentations, and other communications with clients and investors
Participate in client meetings and drafting sessions
Support client relationship development by forming a detailed understanding of client needs and challenges, providing professional/responsive service, and anticipating client needs
Research current and prospective client companies, comparable companies and transactions, and industries; monitor and research capital markets; update client and debt/equity databases
Qualifications:
Pursuing undergraduate bachelor's degree with anticipated graduation between December 2027 - June 2028
Cumulative GPA of 3.5 or above preferred (but open to all applicants)
Undergraduate major: all majors considered
Strong analytical and quantitative skills
General understanding of accounting and finance
Exceptional verbal and written communication skills
Strong computer skills, specifically Microsoft Excel, Word, and PowerPoint
You are adaptable in an ever-changing environment and can manage through change with a high degree of emotional maturity
You are highly motivated, detail oriented, and thrive in a collaborative environment
Willingness to be located in Chicago
Throughout the 9-week program, summer analysts are evaluated for opportunities in our full-time class, upon graduation.
Once you have submitted your application, you will receive a link to complete our pre-interview assessment, Suited, which will need to be completed within 48 hours. Please monitor your spam folder, as the email may get caught in spam filters.
William Blair is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.
Application Deadline:
Apply before January 22nd to be considered for this opportunity.
A reasonable estimate of the current base salary range at time of posting is below.
Salary Range$110,000-$110,000 USD About Our Firm
William Blair strives to attract qualified candidates who specialize in investmentbanking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, Asia, and Australia. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com.
William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v
Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.
Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.
Download William Blair's privacy policies for job applicants:
California Consumer Privacy Act Privacy Notice (CCPA)
General Data Protection Regulation Privacy Notice (GDPR)
Contact us should you have any questions or concerns.
$110k-110k yearly Auto-Apply 29d ago
2027 Investment Banking Summer Analyst Program - Chicago, Mergers & Acquisitions Group
Jefferies 4.8
Illinois jobs
ABOUT US
Jefferies is a leading global, full-service investmentbanking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.
What you can expect
Jefferies InvestmentBanking Summer Analysts have the unique opportunity to gain insight into a global, client-focused investmentbank and experience an entrepreneurial environment where employees have the opportunity to make an immediate impact and are rewarded for performance. Our Summer Analysts are exposed to Jefferies' full range of top-tier investmentbanking products and leading industry expertise by working closely with senior bankers on pitches and live deals. Our lean deal team structure will not only provide you with unparalleled hands-on experience, it will help you develop lasting personal and professional relationships with peers and senior bankers that will serve as the foundation for a successful career.
Following an enriching orientation and training program, Summer Analysts will begin working on their day-to-day responsibilities, with support from colleagues serving as both instructors and mentors throughout the 10-week engagement. Jefferies' collegial program also offers a series of social and educational events to further enhance your professional development and grow your network. As a way to help maximize your experience with us, Summer Analysts receive formal performance reviews.
In addition to performing fundamental analysis and research into companies and markets, Summer Analysts are challenged to think creatively, offer their input, and make valuable contributions to the team from day one. As with everyone at Jefferies, Summer Analysts are expected to pursue their projects with excellence, a collaborative spirit, and with the highest levels of integrity.
Summer Analyst responsibilities may include, but are not limited to:
Performing financial valuation, discounted cash flow and multiples-based analyses
Building and using financial models
Preparing pitchbooks and live deal materials, such as offering memorandums and prospectuses
Conducting industry and product research
Analyzing detailed corporate and financial information
Participating in the execution of financings and M&A transactions
What we look for in a candidate
We look for candidates who are eager to make an impact by doing real, hands-on work and participating on active deal teams. Successful Jefferies Summer Analysts are able to multitask and manage a variety of projects simultaneously. Candidates must demonstrate professionalism and client management skills together with strong technical, written and verbal communication skills. The work is fast paced, challenging and intellectually stimulating. The ability to work under pressure and tight deadlines, be adaptable and work both independently and as part of a team are essential traits of a successful candidate. You should have a strong academic background and be completing the junior year of a four-year Bachelor's degree or equivalent program. Although a background in accounting or finance can be helpful, we hire Summer Analysts who have studied a variety of subject areas.
*You must be graduating from December 2027 to June 2028*
Jefferies' Chicago M&A Group offers comprehensive advisory services to clients in the Biotechnology and Pharmaceuticals sectors globally. As a member of the Chicago M&A team, you will engage with some of the most innovative and dynamic public and private companies within Healthcare, gaining exposure to buyside, sellside, activism/shareholder defense, and strategic alternatives situations. Our team is committed to fostering the growth and development of our junior members, and maintaining a fast-paced, collaborative environment with the opportunity to learn directly from senior bankers. The Head of Americas M&A leads the team and is based in Chicago. We work closely with our colleagues in the Jefferies Healthcare Group across our United States and international offices.
At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law.
The salary for this role is $110,000 (pro-rated for the 10-week internship program).
$64k-84k yearly est. 30d ago
2027 Investment Banking Summer Analyst Program - Chicago, Industrials Group
Jefferies 4.8
Illinois jobs
ABOUT US
Jefferies is a leading global, full-service investmentbanking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.
What you can expect
Jefferies InvestmentBanking Summer Analysts have the unique opportunity to gain insight into a global, client-focused investmentbank and experience an entrepreneurial environment where employees have the opportunity to make an immediate impact and are rewarded for performance. Our Summer Analysts are exposed to Jefferies' full range of top-tier investmentbanking products and leading industry expertise by working closely with senior bankers on pitches and live deals. Our lean deal team structure will not only provide you with unparalleled hands-on experience, it will help you develop lasting personal and professional relationships with peers and senior bankers that will serve as the foundation for a successful career.
Following an enriching orientation and training program, Summer Analysts will begin working on their day-to-day responsibilities, with support from colleagues serving as both instructors and mentors throughout the 10-week engagement. Jefferies' collegial program also offers a series of social and educational events to further enhance your professional development and grow your network. As a way to help maximize your experience with us, Summer Analysts receive formal performance reviews.
In addition to performing fundamental analysis and research into companies and markets, Summer Analysts are challenged to think creatively, offer their input, and add value to the team from day one. As with everyone at Jefferies, Summer Analysts are expected to pursue their projects with excellence, a collaborative spirit, and with the highest levels of integrity.
Summer Analyst responsibilities may include, but are not limited to:
Performing financial valuation, discounted cash flow and multiples-based analyses
Building and using financial models
Preparing pitchbooks and live deal materials, such as offering memorandums and prospectuses
Conducting industry and product research
Analyzing detailed corporate and financial information
Participating in the execution of financings and M&A transactions
What we look for in a candidate
We look for candidates who are eager to make an impact by doing real, hands-on work and participating on active deal teams. Successful Jefferies Summer Analysts are able to multitask and manage a variety of projects simultaneously. Candidates must demonstrate professionalism and client management skills together with strong technical, written and verbal communication skills. The work is fast paced, challenging and intellectually stimulating. The ability to work under pressure and tight deadlines, be adaptable and work both independently and as part of a team are essential traits of a successful candidate. You should have a strong academic background and be completing the junior year of a four-year Bachelor's degree or equivalent program. Although a background in accounting or finance can be helpful, we hire Summer Analysts who have studied a variety of disciplines.
*You must graduate December 2027-June 2028*
WORK WITH US - InvestmentBanking opportunities exist across the U.S.
Chicago, IL
Jefferies' Chicago office covers industrial services, multi-industrials and capital goods clients. The group focuses on M&A and also offers a full suite of public & private equity and debt products. The deal team has executed over $100bn of M&A transactions over the past 15 years. The group currently consists of ~10 bankers ranging from analyst to Managing Director and is growing rapidly. The team does in-house execution and has a focus on career development starting at the analyst level - all bankers are direct analyst promotes. Summer interns will have every opportunity to be part of the team and operate as a full-time analyst.
At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law.
The salary for this role is $110,000 (pro-rated for the 10-week internship program).
$64k-84k yearly est. 30d ago
Learn more about Brown Gibbons Lang & Company jobs