Investment Banking Associate

Job Summary

Wipfli Corporate Finance Advisors, LLC is seeking a Senior Associate to join its investment banking team at the Twin Cities office.

• Support investment banking team on the execution of M&A transactions.
• Assist in preparation of confidential information memoranda, pitch materials, and presentations.
• Develop and maintain complex financial models to perform various financial and valuation analyses.
• Conduct comprehensive and in-depth company and industry research.
• Provide mentoring to junior associates.
• Play a key role in supporting origination, opportunity evaluation, and deal execution.
• Occasional travel, up to 20%.

• Bachelor’s degree required with a major in business, finance, accounting, or economics preferred.
• Minimum of 3 years of prior experience in investment banking or related field.
• Preferred: SIE Exam, Series 79, and Series 63 licenses, or must obtain within 90 days of hire.
• Strong quantitative and data‑based skills, including finance and valuation modeling.
• Experience providing constructive feedback and guidance.
• Ability to learn quickly and manage multiple projects simultaneously.
• Must reside in or near the Twin Cities and be able to commute to the office.
• Willing to maintain a hybrid schedule of at least 4 days in office.

Estimated base pay range: $88,000 – $118,000. Compensation will be determined by factors including experience, skills, and local market.

Incentive compensation is tied to successful transaction closings and may include an annual discretionary bonus.

• Health plan options (HMO & PPO)
• Dental and vision coverage
• HSAs with potential firm contribution
• Employee Assistance Program
• Basic life, short‑term and long‑term disability coverage
• 401(k) plan with firm matching and profit share
• Well‑being incentive, education & certification assistance, flexible time off, family care and parental leave
• Cell phone reimbursement and travel rewards
• Optional voluntary benefits: critical illness, accident, hospital indemnity, legal, long‑term care, pet insurance, identity theft protection, supplemental life/AD&D

Wipfli is an equal‑opportunity and affirmative action employer. All candidates are considered regardless of race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristic protected by law.

Wipfli is committed to providing reasonable accommodations for people with disabilities. If you need assistance completing an application, interview, or recruiting process, please email