Consumer Investment Banking Associate I (Chicago)

Responsibilities

• Execute sell-side and buy-side M&A transactions, capital raises, strategic advisory engagements, and other corporate finance assignments.
• Develop and maintain complex financial models, valuation analyses, and operating forecasts to support client engagements.
• Prepare high-quality client deliverables, including pitch presentations, marketing materials, confidential information memoranda, management presentations, and board materials.
• Conduct industry, company, and competitive research to identify trends, market dynamics, and strategic opportunities within the consumer sector.
• Collapse due diligence processes, data room management, and interactions among clients, buyers, investors, legal counsel, accountants, and other advisors.
• Manage day-to-day execution workstreams, ensuring transaction timelines, deliverables, and client expectations are met.
• Support senior bankers in developing new business opportunities by preparing marketing materials, identifying prospective clients, and participating in client meetings.
• Review analysts' financial models and presentation materials, providing coaching and quality control to ensure accuracy and consistency.
• Monitor capital markets, M&A activity, valuation trends, and sector developments to provide timely insights to clients and internal teams.
• Collaborate with cross-functional industry and product teams to deliver comprehensive advisory solutions.
• Uphold the firm's standards for professionalism, confidentiality, regulatory compliance, and risk management throughout all client engagements.
• Contribute to the continued growth of the Consumer Investment Banking practice through active participation in recruiting and team development initiatives.

Requirements

• Strong understanding of corporate finance, valuation methodologies, financial statement analysis, and M&A transaction processes.
• Advanced financial modeling skills, including three-statement models, DCF, comparable company analysis, precedent transactions, LBO, and merger models.
• Experience preparing client-facing materials, including pitch books, confidential information memoranda (CIMs), management presentations, and board materials.
• Excellent analytical and problem-solving abilities with strong attention to detail and accuracy.
• Ability to manage multiple live transactions and business development initiatives simultaneously in a fast-paced environment.
• Strong project management and organizational skills, with the ability to prioritize competing deadlines.
• Effective written and verbal communication skills, including the ability to present complex financial concepts clearly to senior bankers and clients.
• Demonstrated leadership skills with experience mentoring and developing analysts.
• Strong interpersonal skills and the ability to build productive relationships with clients, management teams, investors, and internal stakeholders.
• High level of professionalism, integrity, sound judgment, and commitment to client service.
• Proficiency in Microsoft Excel, PowerPoint, Word, and financial information platforms such as Capital IQ, FactSet, Bloomberg, and PitchBook.
• Knowledge of the consumer sector, including industry trends, competitive dynamics, and key value drivers.

Skills

• Strong understanding of corporate finance, valuation methodologies, financial statement analysis, and M&A transaction processes.
• Advanced financial modeling skills, including three-statement models, DCF, comparable company analysis, precedent transactions, LBO, and merger models.
• Experience preparing client-facing materials, including pitch books, confidential information memoranda (CIMs), management presentations, and board materials.
• Excellent analytical and problem-solving abilities with strong attention to detail and accuracy.
• Ability to manage multiple live transactions and business development initiatives simultaneously in a fast-paced environment.
• Strong project management and organizational skills, with the ability to prioritize competing deadlines.
• Effective written and verbal communication skills, including the ability to present complex financial concepts clearly to senior bankers and clients.
• Demonstrated leadership skills with experience mentoring and developing analysts.
• Strong interpersonal skills and the ability to build productive relationships with clients, management teams, investors, and internal stakeholders.
• High level of professionalism, integrity, sound judgment, and commitment to client service.
• Proficiency in Microsoft Excel, PowerPoint, Word, and financial information platforms such as Capital IQ, FactSet, Bloomberg, and PitchBook.
• Knowledge of the consumer sector, including industry trends, competitive dynamics, and key value drivers.

Qualifications

• Bachelor’s degree (Required).

Benefits

• Total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
• This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.
• Eligibility for benefits and specific offerings may vary based on position and employment status.

Pay

$100,000.00-$0.00

Schedule

Resident