Investment Banking Associate

Job Description

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

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

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

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

• 2–5 years of prior investment banking experience REQUIRED
• Direct FIG experience REQUIRED
• Experience working on closed transactions
• Strong modeling and valuation skills
• Bachelor’s degree in Finance, Accounting, Economics, or similar
• CPA / CFA / MBA a plus.

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