Investment Banking Analyst

Title:

Investment Banking Analyst's Levels 1, 2, & 3 Sector Coverages:
Technology or Healthcare, or Industrials

Location:

Chicago About the Role

We are currently partnered with a leading Investment Bank looking to bring on an Investment Banking Analyst at levels 1, 2, and 3 to their Technology, Healthcare, and Industrial teams in Chicago. You will sit at the center of deal execution helping to support M&A advisory, capital raises, IPOs, and strategic engagements for high-growth and established technology companies. This is a high-impact, client-facing role.

You will own work streams end to end, mentor analysts, and interact directly with clients, investors, and counsel.

• Support end-to-end execution of M&A, equity offerings, debt financings, and strategic advisory mandates
• Build and maintain detailed financial models (DCF, LBO, merger models, accretion/dilution)
• Conduct valuation analyses using relevant methodologies (comps, precedent transactions, DCF)
• Prepare client-facing materials including pitch books, offering memoranda, and management presentations
• Coordinate due diligence processes and interact with clients, legal teams, and other advisors
• Develop deep expertise in key tech verticals such as SaaS, cloud computing, AI/ML, fintech, and digital platforms
• Track industry trends, competitive landscapes, and emerging technologies
• Build and maintain comparable company and transaction databases

• Participate in client meetings and presentations
• Assist in relationship management with existing and prospective clients
• Contribute to idea generation and strategic recommendations
• Oversee and mentor analysts
• Review analyst work for accuracy and quality
• Help manage workflow and prioritize deliverables across multiple projects

• Bachelor’s degree in Finance, Economics, Engineering, or a related field (MBA or equivalent preferred)
• 6 months - 2 years of experience in investment banking, private equity, or a related field
• Strong financial modeling and valuation skills
• Deep interest in the technology sector
• Excellent analytical, quantitative, and problem-solving abilities
• Advanced proficiency in Excel and Power Point

• Prior experience covering technology companies
• Familiarity with SaaS metrics (ARR, CAC, LTV, churn, growth efficiency)
• Experience with transaction execution (M&A, IPOs, private placements)