Mizuho | Greenhill - Investment Banking Associate - Industrials & Diversified Industries (Chicago) page is loaded## Mizuho | Greenhill - Investment Banking Associate - Industrials & Diversified Industries (Chicago)locations: Chicagotime type: Full timeposted on: Posted Todayjob requisition id: R6452Greenhill:Greenhill, a part of Mizuho Americas, provides M&A, restructuring, and private capital advisory capabilities across the Americas, Europe, and Asia.Job Summary:Greenhill's Chicago based Investment Banking group is seeking an Investment Banking Associate 1 or Associate 2 to join their expanding team. This group has a strong focus in Industrials & Diversified Industries and primarily focuses on M&A transactions.Greenhill Investment Banking Associates are directly involved in the design, origination, structuring and execution of mergers & acquisitions, including both buy-side, sell-side and other strategic advisory mandates for existing and prospective clients. An Associate is expected to understand the implications, identify key industry and product trends and provide input on pitch and deal materials to enhance the ultimate deliverable to our clients.Associates are assigned to a variety of projects and are given a broad range of responsibilities, some of which include:* Conduct extensive quantitative economic, industry and company research and analysis* Draft and prepare pitch books with detailed industry materials* Conduct and model a broad range of corporate finance alternatives and due diligence for client transactions including buy-side M&A, sell-side M&A and other strategic advisory mandates* Financial modeling, valuation, comparable & relative value analyses and market-specific analyses including building discounted cash flow, comparable companies, precedent transactions, leveraged buyout and merger combination models* Facilitate and coordinate idea generation and solutions development with relevant groups across Mizuho | Greenhill* Develop and prepare client presentations and materials with a focus on quality, accuracy and timeliness* Assist in the evaluation, preparation, due diligence and execution of M&A transactions* Assist in the development and continued cultivation of client relationships Qualifications:* Bachelor's degree in finance or economics and a minimum of 3 years investment banking, corporate finance, and M&A experience with a top tier Investment Bank OR an MBA concentrating on Finance or Economics* Knowledge of corporate finance, securities, financial markets and risk & pricing analysis* Experience in Industrials & Diversified Industries Investment Banking a strong plus* Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions* Ability to manage multiple projects simultaneously* Maturity and good judgement in handling confidential and sensitive information* Ability to work under pressure and adhere to tight deadlines* Strong written and oral communication skills and ability to convey ideas* Creativity and intellectual curiosity* Ability to work independently and must be able to work effectively in a team environment NOTE: This is not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with this job. Additionally, the contents of this Job Description may be modified or expanded by the Bank over time.The expected base salary ranges from $175K - $225k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.#LI-Onsite#GHLGreenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.We are looking for candidates who want to contribute to our entrepreneurial culture where people at all levels are inspired to share ideas. Our creativity sets us apart, and our perseverance drives results in creating bespoke, client-focused solutions.
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$175k-225k yearly 3d ago
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Head of Finance
Pear Suite
Finance consultant job in Chicago, IL
Why Pear Suite?
Pear Suite is a mission-driven healthcare technology company transforming how community-based care is delivered. Our platform empowers community health workers, doulas, and other frontline providers with tools to coordinate care, track outcomes, and improve health equity. We partner with organizations serving Medicaid and Medicare populations, delivering social and preventive care at scale.
About the role
We're seeking a Head of Finance to build and lead our finance function. This is both a strategic and hands-on role: you'll guide financial planning, reporting, and decision-making while rolling up your sleeves to manage the day-to-day. You'll oversee one direct report and partner closely with our executive team to ensure strong financial health as we scale.
What you'll do
Lead all aspects of finance, including book keeping, FP&A, budgeting, and forecasting.
Partner with leadership to develop financial strategy, pricing models, and growth scenarios.
Oversee monthly close, financial reporting, and compliance requirements.
Manage cash flow, expenses, and vendor relationships.
Build scalable financial processes, tools, and controls appropriate for a high-growth SaaS startup.
Provide data-driven insights and dashboards to inform business decisions.
Mentor and manage one direct report, fostering professional development.
Serve as the go-to finance partner for cross-functional teams (sales, operations, people, product).
Qualifications
7+ years of progressive finance/accounting experience, ideally with startup or SaaS exposure.
Minimum 3 years of experience in healthcare or healthtech sectors.
Demonstrated success in optimizing revenue cycle management (RCM) and driving financial performance (strongly preferred).
Strong understanding of SaaS metrics (ARR, CAC, LTV, churn, etc.).
Proven success in FP&A, forecasting, and business partnering with leadership teams.
Experience with capital and debt financing strategies to support company growth.
Skilled in strategic Board of Director engagement, to include preparation and presentation of financial insights.
Experience managing small teams and developing direct reports.
Comfort balancing strategic thinking with hands-on execution.
Excellent communication skills-you can make finance clear and actionable for non-finance leaders.
CPA, CFA, or MBA is a plus.
What we offer
The compensation range for this position is $140,000-$180,000
A mission driven culture that values innovation, collaboration and growth
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$140k-180k yearly 6d ago
Tax - Investment Funds Associate (5+ yrs) - Am Law 50 Firm
McCormack Schreiber Legal Search
Finance consultant job in Chicago, IL
Our client, a prestigious international law firm, has an active need for a tax lawyer with substantial experience handling matters related to fund formation to join its tax practice in Chicago as an associate. The firm's tax practice focuses on all aspects of US and UK tax law and advises on thousands of transactions annually across a variety of sectors, including technology, life sciences, energy, telecommunications and real estate.
Highlights
Nationally ranked as one of the best companies to work for
Recognized by Fortune for charitable endeavors and pro bono work
Named in People magazine's Companies That Care list for its compassion towards employees
Industry-leading technology
Responsibilities
Advise clients on tax matters related to fund formation, primary and secondary investments, and joint ventures
Qualifications
5+ years of tax experience representing fund sponsors and investors, particularly with venture funds and private equity funds
Large law firm experience preferred
Top academic credentials
Location
Chicago, IL (Hybrid)
Compensation
The anticipated base salary range for this position is $365,000+.
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$82k-141k yearly est. 6d ago
Hedge Fund Investment Analyst
Callan 4.3
Finance consultant job in Chicago, IL
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.
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A leading insurance firm is seeking an Executive Underwriter in Chicago focused on wholesale brokerage growth. The role involves underwriting new and renewal business, negotiating terms, and developing marketing strategies. The ideal candidate should possess a business degree and at least 7 years of underwriting experience, including strong analytical and interpersonal skills. The position is essential for driving new business and ensuring profitable renewals in the Financial Lines sector.
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$109k-127k yearly est. 7d ago
Financial Analyst
GGP
Finance consultant job in Chicago, IL
The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership.
Responsibilities
Analyze current and past financial data and performance to make recommendations on profit enhancement
Consistently analyze financial information based on both routine and ad-hoc reports
Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators
Communicate financial insights suggesting business issues to management
Qualifications
Bachelor's degree in Accounting, Economics, or Finance or equivalent experience
0 - 3 years' financial analysis and modeling experience
Advanced knowledge of Excel
$52k-78k yearly est. 2d ago
Financial Analyst | Onsite in North Aurora, IL
Vaco By Highspring
Finance consultant job in Chicago, IL
***Finance Analyst***
***Onsite in North Aurora, IL - 60542***
MUST HAVE:
Strong manufacturing finance experience.
Cost accounting exposure.
About the role:
We are seeking a highly motivated and detail-oriented Senior Finance Analyst to join our finance team in a dynamic industrial manufacturing environment. This role is ideal for a professional with finance experience supporting manufacturing operations and who also possesses a strong understanding of accounting principles. The Senior Finance Analyst will serve as a key liaison between business operations and the corporate finance team (accounting, finance, and shared services), taking ownership of forecasting, reporting, and financial process understanding and documentation as well as hands-on collaboration with operation and sales to help drive profitability. The ideal candidate is a self-starter with a driven personality, capable of working independently while contributing to cross-functional collaboration. This position offers significant growth potential for individuals looking to advance their career in a fast-paced, team-oriented setting.
Responsibilities:
Financial Reporting & Compliance:
Support the Corporate Accounting team with month-end close procedures (e.g., accruals review, freight analysis, etc…) and assist in balance sheet and P&L review throughout the close process to ensure accuracy.
Ensure compliance with GAAP and internal accounting policies.
Support internal and external audits with documentation and analysis as needed.
Assist in month-end and year-end close processes.
Cost Accounting & Manufacturing Support:
Analyze production costs, inventory valuation, and cost variances.
Collaborate with operations and supply chain teams to optimize cost efficiency.
Monitor work-in-progress (WIP), raw materials, and finished goods inventory.
Perform detailed margin analysis utilizing ERP data and Power BI aggregations.
Prepare variance analysis and review with finance, operations, engineering, and sales teams to help drive profitable decision-making.
Forecasting & Business Support:
Support the finance function to help prepare monthly reporting and assist in conducting thoughtful analysis of results.
Lead the preparation of weekly, monthly, and quarterly business reporting packages.
Provide financial insights and analysis to support strategic decision-making.
Cross-Functional Collaboration:
Act as a liaison between accounting, finance, sales, and operational teams.
Participate in cross-functional initiatives such as ERP upgrades and process improvements.
Support business unit leaders with ad hoc financial analysis and reporting.
Team Leadership & Development:
Collaborate with the corporate accounting team and shared services group and contribute to a culture of continuous improvement across teams within the brand and beyond.
Share best practices across departments and support knowledge transfer.
Qualifications:
Bachelor's degree in Accounting, Finance, or related field.
3-5 years of progressive accounting and/or finance experience.
Experience in industrial manufacturing or with manufacturing clients during public accounting tenure with a strong underpinning in cost accounting principles for manufacturing.
Strong understanding of GAAP, cost accounting, and financial planning.
Proficiency in ERP systems (currently using Infor VISUAL and CSI/SyteLine), Microsoft 365, Planful and Power BI.
Excellent analytical, organizational, and communication skills.
$52k-78k yearly est. 4d ago
Senior Financial Analyst
Walgreens 4.4
Finance consultant job in Deerfield, IL
Provides strategic business partnering and financial support to the Clinical Trials team, serving as a key finance contact for operational and leadership stakeholders. Responsibilities include performing monthly P&L analysis and supporting close activities, such as preparing budget-to-actual variance analysis and commentary, developing flash revenue reports with customer- and project-level detail, and recording accurate revenue and expense accruals.
Leads financial analysis of customer project profitability and supports the billing function through ongoing collaboration. Conducts periodic and ad-hoc project reviews comparing revenue and billings to costs incurred, including detailed analysis of internal labor hours, project margins versus targets, and performance against budget upon completion.
Supports the annual planning and long-range forecasting process by partnering with the business to develop budgets and three-year financial projections. Participates in planning discussions covering revenue, personnel, and non-personnel expenses, and builds driver-based forecasts for revenue by service line and expenses by category to support informed decision-making and strategic planning.
Job Responsibilities:
Develops complex financial models to support management decision-making related to new product development, product portfolio analysis, profitability of new opportunities, capital investments, revenue models, profit margin analysis, and impact of regulatory changes. Defines financial requirements for new products and features. Analyzes and summarizes the division's financial statements, expenses, and records.
Develops recommendations for management decision-making.
Performs moderate to complex financial analysis including conducting research and identifying, designing and implementing applications and tools to fulfill reporting and analysis needs. Runs various scenarios through models and interprets financial impact. Measures financial results against budget and forecast.
Assists in the development of the long-range financial plans and continuously analyzes operating financial results. Works closely with other departments within Walgreens to ensure that strategic initiatives are achieved.
May assist in the development of the annual budget and analyzes actual and budgeted figures on an ongoing basis. Creates and maintains detailed budgeting templates.
With minimal guidance from management, assesses analytical tools and various formats of data availability and researches and builds new programs that allow for various lines of data to be incorporated so financial modeling analysis of multiple program impact becomes more efficient and allows for more in depth analysis and review resulting in improved recommendations and solutions for the business. Where standard tools are insufficient, utilizes statistical analysis software (SAS) to model and analyze data as requested.
Reviews monthly financial operating results for each assigned business unit, identifying key trends, variances, and areas of improved performance. Works with other departments in Walgreens for account reconciliation.
Provides information and assistance to management regarding expenditures, purchases and other costs of doing business.
As requested, answers complex request for proposal (RFP) questions related to new business and client renewals for a variety of different programs. Responsible for ensuring data integrity and accuracy of information provided to RFP questions.
Performs ad hoc analysis and forecasts for internal management team and external customers.
Provides guidance and training to associate analysts and analysts on financial modeling, data extraction techniques, budgetary considerations, and recommends best practices on pulling and refining data. As needed provides explanation to team regarding intricate web of data and how assumptions on one program or project may impact other programs or projects that are not specifically in scope during an analysis.
About Walgreens
Founded in 1901, Walgreens (****************** proudly serves nearly 9 million customers and patients each day across its approximately 8,500 stores throughout the U.S. and Puerto Rico. Walgreens has approximately 220,000 team members, including nearly 90,000 healthcare service providers, and is committed to being the first choice for pharmacy, retail and health services, building trusted relationships that create healthier futures for customers, patients, team members and communities.
Basic Qualifications
Bachelor's degree and at least 1 year of experience in an analytical role in finance, accounting, business management, quantitative analysis or economics or High School Diploma/GED and at least 4 years of experience in an analytical role in finance, accounting, business management, quantitative analysis or economics.
Experience with financial analysis, financial modeling, profitability analysis and/or auditing techniques.
Experience using time management skills such as prioritizing/organizing and tracking details and meeting aggressive deadlines of multiple projects with varying completion dates.
Experience with analyzing and reporting data in order to identify issues, trends, or exceptions to drive improvement of results and find solutions.
Intermediate level skill in Microsoft PowerPoint (for example: applying a theme, formatting character spacing, inserting a picture, changing slide layout and theme colors, adding transitions, customizing slide numbers, changing chart style and/or formatting font).
Intermediate level skill in Microsoft Word (for example: inserting headers, page breaks, page numbers and tables and/or adjusting table columns).
Intermediate level skill in Microsoft Excel (for example: using SUM function, setting borders, setting column width, inserting charts, using text wrap, sorting, setting headers and footers and/or print scaling).
Willing to travel up to 10% of the time for business purposes (within state and out of state).
Preferred Qualifications
P&L Finance support for business units
Month end close experience
We will consider employment of qualified applicants with arrest and conviction records.
Salary Range: $79300 - $127000 / Salaried
$79.3k-127k yearly 1d ago
Equity Analyst
Make An Impact With Optiver
Finance consultant job in Chicago, IL
As an Equity Analyst, you'll sit directly on the trading desk, influencing real-time decisions and managing research-driven positions that have direct PnL Impact. You'll bring deep sector knowledge or a proven ability to adapt across sectors, a keen understanding of how fundamentals drive short-term price and volatility changes, and the commercial mindset needed to translate your insights into profitable trading outcomes.
This is a high-impact role designed for analysts who thrive in fast-paced, collaborative environments - and who are eager to apply their market-making instincts, short-horizon research, and option-aware thinking to drive tangible results.
What you'll do
As an Equity Analyst, you will:
Leverage fundamental, event-driven, and short-term catalysts to identify and evaluate trading opportunities.
Collaborate closely with traders to generate and manage positions that capture these opportunities, directly influencing desk PnL.
Perform scenario and sensitivity analyses for upcoming events and corporate developments, assessing their potential impact on both equity and volatility.
Translate research insights into actionable frameworks for option and volatility trading strategies.
Contribute to process improvements and knowledge sharing across the analyst team, helping to refine how fundamental insights are monetized in a market-making context.
Mentor junior analysts and support the continued professionalization of the global equity research effort.
What you'll get
The opportunity to work alongside best-in-class professionals from over 40 different countries
Highly competitive compensation package
Global profit-sharing pool and performance-based bonus structure
401(k) match up to 50%
Comprehensive health, mental, dental, vision, disability, and life coverage
25 paid vacation days alongside market holidays
Extensive office perks, including breakfast, lunch and snacks, regular social events, clubs, sporting leagues and more
Who you are
3+ years of relevant experience as an equity analyst, within a market-making environment, event-driven hedge fund, or trading-focused team.
Comfortable working with options concepts and volatility analysis, or eager to deepen your expertise in these areas.
Skilled at applying fundamental analysis over short time horizons and identifying key drivers of near-term price moves.
A sector specialist with proven expertise.
Strong quantitative and problem-solving abilities; thrives in fast-moving, information-rich settings.
Excellent communication skills, proactive in sharing views and partnering with traders and researchers.
Passionate about markets, adaptable, and driven by the pursuit of impact and learning.
Comfortable working with large data sets and building out systematic processes.
Who we are
At Optiver, our mission is to improve the market by injecting liquidity, providing accurate pricing, increasing transparency and stabilising the market no matter the conditions. With a focus on continuous improvement, we prioritise safeguarding the health and efficiency of the markets for all participants. As one of the largest market making institutions, we are a respected partner on 100+ exchanges across the globe.
Our differences are our edge. Optiver does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, physical or mental disability, or other legally protected characteristics.
Below is the expected base salary for this position. This is a good-faith estimate of the base pay scale for this position and offers will ultimately be determined based on experience, education, skill set, and performance in the interview process. This position will also be eligible for a discretionary bonus (if determined by Optiver) and Optiver's benefits package with the benefits listed above.
Base Salary Range$200,000-$200,000 USD
$200k-200k yearly Auto-Apply 35d ago
Investment Consultant- RIA Mid Market
Calamos Asset Management, Inc. 4.3
Finance consultant job in Chicago, IL
About Calamos Calamos is a diversified, global asset and wealth management firm offering a wide range of innovative investment strategies. As one of the top liquid alternative asset managers in the world, Calamos maintains dedicated investment teams across all asset classes, with global research capabilities and access to specialized private and public markets. Calamos offers investment strategies and personal wealth management solutions through separately managed portfolios, mutual funds, ETFs, closed-end funds, private funds, and UCITS funds. Clients include major corporations, pension funds, endowments, foundations, and individuals, as well as the financial advisors and consultants who serve them. Headquartered in the Chicago metropolitan area (with offices in both Naperville and Fulton Market in Chicago), the firm also maintains offices in New York, San Francisco, Milwaukee, Portland, and the Miami area.
Summary of the Role
The Investment Consultant (IC) directly engages with mid-market RIAs that use various investment solutions throughout client portfolios. This position promotes and wholesales Calamos ETF, private fund, and mutual fund products to acquire and retain assets. The IC exclusively builds and manages RIA relationships from Calamos' Chicago office via email, phone and Zoom correspondence.
Primary Responsibilities
* Generate and retain assets within Calamos' ETF, private fund, and mutual fund product suite
* Generate business opportunities within a territory through direct outreach to RIAs
* Manage and cultivate key relationships with wealth management clients while positioning Calamos' full product offerings
* Articulate Calamos solutions with competing products to educate RIAs on similarities and differences in design
* Maintain knowledge of industry related topics
* Proficiency in delivering value-add presentations to a broad array of audiences
* Update activity in CRM and engage with Sales Management on tactical initiatives and projects
* Attend company, industry and other related events as directed
* Manage related duties as assigned
Preferred Qualifications
* Bachelor's degree required
* 3-5 years direct industry experience, including strong investment management knowledge and proven client facing capabilities
* Series 7 and 63 licenses required or willingness to obtain within a reasonable timeframe
* ETF, private fund, and mutual fund product familiarity
* Proven industry experience strongly preferred
* Strong communication skills, both verbal and written, along with significant client interaction experience
* High level of self-motivation, with strong integrity, ethics, collaboration, skills, and ability to manage and develop talent
* PC skills in Microsoft Excel, Word, PowerPoint and sales database applications
Compensation Disclosure
The compensation for this role takes into account various factors, including work location, individual skill set, relevant experience, and other business needs. The estimated base salary range for this position is $60,000 - $80,000 annually. Additionally, this position is eligible for an annual discretionary bonus and this position may be eligible for quarterly discretionary bonus payments. Please note that this is the current estimate of the base salary range intended for this role at the time of posting. The base salary range may be adjusted in the future.
Benefits
Calamos offers a comprehensive benefits package, including health and welfare benefits (medical, dental, vision, flexible spending accounts, and employer-paid short and long-term disability), as well as retirement benefits (401(k) and profit sharing), paid time off, paid parental leave, and other wellness benefits.
We are seeking exceptional Analyst Interns to join our Investment Banking team in Chicago. Analyst 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. Analysts 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 investment banking 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 investment banking business.
Interns become important members of our deal teams and work as a junior analyst 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 Investment Banking 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 Investment Banking unit will source most of its full-time analyst 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
Basic Qualifications
* Must be on track to receive a Bachelors, Masters or equivalent degree in December 2027 or Spring 2028
Salary Details
* A salary based on an annual rate of $110,000 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 investment banking 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 ************.
$110k yearly Auto-Apply 6d ago
Equity Analyst
Optiver
Finance consultant job in Chicago, IL
As an Equity Analyst, you'll sit directly on the trading desk, influencing real-time decisions and managing research-driven positions that have direct PnL Impact. You'll bring deep sector knowledge or a proven ability to adapt across sectors, a keen understanding of how fundamentals drive short-term price and volatility changes, and the commercial mindset needed to translate your insights into profitable trading outcomes.
This is a high-impact role designed for analysts who thrive in fast-paced, collaborative environments - and who are eager to apply their market-making instincts, short-horizon research, and option-aware thinking to drive tangible results.
What you'll do
As an Equity Analyst, you will:
* Leverage fundamental, event-driven, and short-term catalysts to identify and evaluate trading opportunities.
* Collaborate closely with traders to generate and manage positions that capture these opportunities, directly influencing desk PnL.
* Perform scenario and sensitivity analyses for upcoming events and corporate developments, assessing their potential impact on both equity and volatility.
* Translate research insights into actionable frameworks for option and volatility trading strategies.
* Contribute to process improvements and knowledge sharing across the analyst team, helping to refine how fundamental insights are monetized in a market-making context.
* Mentor junior analysts and support the continued professionalization of the global equity research effort.
What you'll get
* The opportunity to work alongside best-in-class professionals from over 40 different countries
* Highly competitive compensation package
* Global profit-sharing pool and performance-based bonus structure
* 401(k) match up to 50%
* Comprehensive health, mental, dental, vision, disability, and life coverage
* 25 paid vacation days alongside market holidays
* Extensive office perks, including breakfast, lunch and snacks, regular social events, clubs, sporting leagues and more
Who you are
* 3+ years of relevant experience as an equity analyst, within a market-making environment, event-driven hedge fund, or trading-focused team.
* Comfortable working with options concepts and volatility analysis, or eager to deepen your expertise in these areas.
* Skilled at applying fundamental analysis over short time horizons and identifying key drivers of near-term price moves.
* A sector specialist with proven expertise.
* Strong quantitative and problem-solving abilities; thrives in fast-moving, information-rich settings.
* Excellent communication skills, proactive in sharing views and partnering with traders and researchers.
* Passionate about markets, adaptable, and driven by the pursuit of impact and learning.
* Comfortable working with large data sets and building out systematic processes.
Who we are
At Optiver, our mission is to improve the market by injecting liquidity, providing accurate pricing, increasing transparency and stabilising the market no matter the conditions. With a focus on continuous improvement, we prioritise safeguarding the health and efficiency of the markets for all participants. As one of the largest market making institutions, we are a respected partner on 100+ exchanges across the globe.
Our differences are our edge. Optiver does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, physical or mental disability, or other legally protected characteristics.
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 & Investment Banking 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 & Investment Banking, 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.
$81k-125k yearly est. Auto-Apply 32d ago
2027 Investment Banking Summer Financial Analyst (Class of 2028) - Chicago Industrials
HL Group 4.4
Finance consultant job in Chicago, IL
Business Unit:
Corporate Finance
Industry:
Industrials Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG.
Corporate Finance
Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions.
Industrials
Houlihan Lokey's Industrials Group has earned a reputation for providing superior service and achieving outstanding results in M&A advisory, capital raising, restructuring, and valuation. Our transaction quality and client work benefit from our company culture, where senior financial professionals are highly engaged in the execution of client projects, and from our experience as leaders in the market for more than a decade, which has given our professionals valuable exposure to a variety of situations and challenges. In 2024, our Industrials Group was once again ranked as the No. 1 M&A advisor for all global industrials transactions by LSEG (formerly Refinitiv).*
*Excludes accounting firms and brokers.
Job Description
In Corporate Finance, Summer Financial Analysts may work on a variety of transactions that provide exposure to various investment banking services and client industries. These services include mergers and acquisitions, private placements of debt and equity, refinancings, and leveraged buyouts. Throughout the summer, you will work with a highly talented and dedicated staff of professionals who will give you broad exposure to the many different issues and concerns affecting businesses today.
You will research and analyze financial statements, general and industry-specific economic conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and private securities companies.
The environment at Houlihan Lokey is collaborative and entrepreneurial and rewards Summer Financial Analysts with substantial responsibility and interaction with senior-level professionals.
Qualifications
Currently pursuing a Bachelor's and/or Master's Degree with a graduation date between December 2027 and June 2028
Possess basic knowledge of and a keen interest in finance
Excellent verbal and written communication skills
Strong work ethic and leadership skills
Preferred Qualifications
A fundamental understanding of valuation theory, methodologies, and applications
Strong analytical and computer skills (Excel)
Ability to work cooperatively with all levels of staff
Application Requirement
To be considered for this position, candidates must complete the Suited assessment. A unique assessment link will be sent via email following the submission of your application
Houlihan Lokey is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.
Compensation and Benefits
Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled.
Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:
2025 Benefits
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.
$110k yearly Auto-Apply 53d ago
2027 Investment Banking Summer Analyst Program - Chicago
Solomon Partners-Students & Graduates
Finance consultant job in Chicago, IL
Solomon Partners is a leading financial advisory firm with a legacy as one of the oldest independent investment banks. We advise clients on mergers, acquisitions, divestitures, restructurings, recapitalizations, capital markets solutions and activism defense across a range of industries.
Solomon Partners' culture is driven by integrity, deep sector expertise and building strong, working relationships. With a focus on inclusivity, we are collaborative, entrepreneurial and committed to providing clients with sound, unbiased advice.
To learn more about Solomon Partners, please visit our website at ************************
PROGRAM DESCRIPTION:
The Summer Analyst internship is a 10-week immersive program beginning in early June 2027
Direct collaboration with Full Time Analysts and Associates to perform complex financial analysis specializing in mergers, acquisitions, leveraged buyouts, and fairness opinions
Engagement in small deal teams alongside two or more senior members to analyze and execute mergers and acquisitions and principal investment transactions
Hands-on opportunities to work closely with clients and perform financial modeling and valuation analyses
Successful candidates will be dedicated to one of the following groups: Business Services, Healthcare Services or Industrials
Solomon Partners' recruiting philosophy is to pursue individuals with diverse backgrounds who are creative, highly motivated and possess strong analytical and quantitative skills
QUALIFICATIONS:
Currently enrolled in an undergraduate degree program with an anticipated graduation date between December 2027 - June 2028
Demonstrated academic excellence; GPA of 3.5 or higher
U.S. citizen or permanent resident
Will not require future sponsorship
The base compensation for this role will begin at the annualized rate of $110,000 per year.
Learn more about our firm and hear our CEO's principles on what it takes to become a successful investment banker.
$110k yearly Auto-Apply 41d ago
2025 Investment Banking Summer Analyst Program - Chicago
Direction Generale 3.7
Finance consultant job in Chicago, IL
Global Banking and Advisory (GLBA) combines recognized wholesale coverage with world-class product, financing, and advisory expertise within one team, enabling us to best support our clients. SocGen's transversal, product-neutral coverage teams span all businesses to promote the bank's products and services to our clients globally, and on the other, we provide world-class capital raising, financing and advisory expertise.
Société Générale is looking for individuals who highly value:
Academic accomplishments
Interest in financial markets and analyzing various businesses and industries
Team spirit and collaboration
Adaptability, innovative thinking, energy, and enthusiasm
The opportunity to experience varied work environments
Commitment to building meaningful professional relationships in the financial sector
Intrigued by content and pitch development
Profile Requested\: Undergraduate Class of 2026
Projects include, but are not limited to:
Support deal teams in pitching and executing transactions
Create & maintain financial analyses and models
Understand product and market dynamics through comparable and markets analysis
Conduct due diligence and research on various businesses and industries
Develop presentation materials for internal colleagues, clients, and investors
$70k-103k yearly est. Auto-Apply 60d+ ago
Equity Analyst
Morningstar 4.5
Finance consultant job in Chicago, IL
The Group Morningstar's Research group provides impartial ratings on stocks, funds, markets, and portfolios. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors' interests is the foundation of our company. We believe that our researchers are among the most respected in the industry, and that we offer original, influential, thoughtful, and unbiased research. We offer stimulating career paths and the opportunity to work alongside talented and collaborative teammates.
The Role
Our Equity Research team is looking for an Equity Analyst to cover a group of approximately 20 Industrial stocks in the packaging and construction materials industry. The candidate will have considerable freedom to pursue in-depth and original research, but should be comfortable utilizing a long-term, fundamental approach based on bottom-up, intrinsic valuation. The candidate will identify the drivers of a firm's value and be prepared to discuss how our views may differ from those of the market. Our methodology focuses on durable competitive advantage or “moats,” and the candidate should be able to identify the presence of any moats for covered companies. Ultimately, our research should help our clients reach better investment conclusions and empower their success. This is a research and client-facing role based out of our Chicago office, but with flexible work arrangements.
Expectations and Goals
Acquire a deep understanding of and outlook for covered companies and industries by gathering and interpreting relevant regulatory filings, reports, news, and data to create an investment mosaic.
Maintain intrinsic value estimates for covered companies based on our proprietary discounted cash flow model.
Regularly publish detailed company reports and in-depth notes aimed at a broad audience of investors.
Become an expert in Morningstar's Economic Moat Methodology by possessing a deep understanding of company moats and their sources.
Investigate and publish long-form research that yields insights for clients that are differentiated, substantiated, and clearly communicated.
Develop a network of relationships with industry experts and covered company representatives to enhance our research product and build Morningstar's brand and reputation.
Proactively surface attractive investment ideas internally and externally to support all products and clients, including collaboration with the Equity Research Sales team.
Promptly and diligently answer client inquiries regarding covered companies.
Support and contribute to the department's and a sector team's long-term initiatives, including collaboration with global colleagues, development of talent, and review of team member research.
Always act with impartiality and an ‘investors first' attitude.
Qualifications
Intelligence, energy, motivation, and a high degree of personal integrity.
Irrepressible curiosity, with an eagerness to dig deep and explore widely, but always with a healthy degree of skepticism.
Creativity, with a penchant for experimenting with new ways to approach questions.
Strong attention to detail.
Confidence in a stock call after diligent investigation and strong reasoning, but with humility to adapt that view as new information arrives.
Ability to communicate complex ideas clearly and succinctly.
Comfortable drawing conclusions amid incomplete information and under tight deadlines.
Collaborative mindset and capable of both respectfully accepting and providing constructive feedback. Willingness to consider diverse points of view.
Bachelor's degree; CFA designation and/or MBA preferred.
Three plus years of relevant experience either in equity research or industry.
Sound discounted cash flow modeling and financial statement analysis skills. Advanced Excel proficiency is expected.
Please submit a resume, cover letter, and prior investment recommendation with your application materials.
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
Financial Health
75% 401k match up to 7%
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Physical Health
Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
Additional medical Wellness Incentives - up to $300-$600 annual
Company-provided long- and short-term disability insurance
Emotional Health
Trust-Based Time Off
6-week Paid Sabbatical Program
6-Week Paid Family Caregiving Leave
Competitive 8-24 Week Paid Parental Bonding Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Education Stipend
Tuition Reimbursement
Social Health
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Total Cash Compensation Range
$114,100.00 - 193,975.00 USD Annual
Inclusive of annual base salary and target incentive
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
036_MstarResearchLLC Morningstar Research Services LLC Legal Entity
$114.1k-194k yearly Auto-Apply 40d ago
Investment Consultant- RIA Mid Market
Calamos Recruiting
Finance consultant job in Chicago, IL
About Calamos
Calamos is a diversified, global asset and wealth management firm offering a wide range of innovative investment strategies. As one of the top liquid alternative asset managers in the world, Calamos maintains dedicated investment teams across all asset classes, with global research capabilities and access to specialized private and public markets. Calamos offers investment strategies and personal wealth management solutions through separately managed portfolios, mutual funds, ETFs, closed-end funds, private funds, and UCITS funds. Clients include major corporations, pension funds, endowments, foundations, and individuals, as well as the financial advisors and consultants who serve them. Headquartered in the Chicago metropolitan area (with offices in both Naperville and Fulton Market in Chicago), the firm also maintains offices in New York, San Francisco, Milwaukee, Portland, and the Miami area.
Summary of the Role
The Investment Consultant (IC) directly engages with mid-market RIAs that use various investment solutions throughout client portfolios. This position promotes and wholesales Calamos ETF, private fund, and mutual fund products to acquire and retain assets. The IC exclusively builds and manages RIA relationships from Calamos' Chicago office via email, phone and Zoom correspondence.
Primary Responsibilities
Generate and retain assets within Calamos' ETF, private fund, and mutual fund product suite
Generate business opportunities within a territory through direct outreach to RIAs
Manage and cultivate key relationships with wealth management clients while positioning Calamos' full product offerings
Articulate Calamos solutions with competing products to educate RIAs on similarities and differences in design
Maintain knowledge of industry related topics
Proficiency in delivering value-add presentations to a broad array of audiences
Update activity in CRM and engage with Sales Management on tactical initiatives and projects
Attend company, industry and other related events as directed
Manage related duties as assigned
Preferred Qualifications
Bachelor's degree required
3-5 years direct industry experience, including strong investment management knowledge and proven client facing capabilities
Series 7 and 63 licenses required or willingness to obtain within a reasonable timeframe
ETF, private fund, and mutual fund product familiarity
Proven industry experience strongly preferred
Strong communication skills, both verbal and written, along with significant client interaction experience
High level of self-motivation, with strong integrity, ethics, collaboration, skills, and ability to manage and develop talent
PC skills in Microsoft Excel, Word, PowerPoint and sales database applications
Compensation Disclosure
The compensation for this role takes into account various factors, including work location, individual skill set, relevant experience, and other business needs. The estimated base salary range for this position is $60,000 - $80,000 annually. Additionally, this position is eligible for an annual discretionary bonus and this position may be eligible for quarterly discretionary bonus payments. Please note that this is the current estimate of the base salary range intended for this role at the time of posting. The base salary range may be adjusted in the future.
Benefits
Calamos offers a comprehensive benefits package, including health and welfare benefits (medical, dental, vision, flexible spending accounts, and employer-paid short and long-term disability), as well as retirement benefits (401(k) and profit sharing), paid time off, paid parental leave, and other wellness benefits.
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 & Investment Banking 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 & Investment Banking, 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 investment banking, 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 29d ago
2026 Investment Banking Summer Associate Program (Chicago) - Early Careers
W.F. Young 3.5
Finance consultant job in Chicago, IL
2026 Investment Banking Summer Associate
Wells Fargo Corporate & Investment Banking 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, investment banking, 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 investment banking 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.
How much does a finance consultant earn in Chicago, IL?
The average finance consultant in Chicago, IL earns between $56,000 and $120,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.
Average finance consultant salary in Chicago, IL
$82,000
What are the biggest employers of Finance Consultants in Chicago, IL?
The biggest employers of Finance Consultants in Chicago, IL are: