What are the responsibilities and job description for the Investment Banking Associate position at Confidential Jobs?
Investment Banking Associate – Tech, Healthcare, Industrials | Chicago, IL
Overview:
We are seeking highly motivated and detail-oriented Investment Banking Associates to join our teams across Technology, Healthcare, and Industrials. The Associate will play a key role in transaction execution, client engagement, and strategic advisory across M&A, capital markets, and financial restructuring.
Key Responsibilities:
- Lead and support execution of M&A transactions, IPOs, debt and equity financings.
- Build and review complex financial models including DCF, LBO, merger models, and public comparables.
- Conduct industry and company research to support pitch materials and transaction analysis.
- Prepare client presentations, offering memoranda, and internal committee materials.
- Coordinate due diligence processes and liaise with clients, legal teams, and other advisors.
- Mentor and manage Analysts, ensuring high-quality deliverables and professional development.
Sector-Specific Exposure
- Technology: Work with high-growth SaaS, IT services, and digital platforms; focus on innovation, scalability, and recurring revenue models.
- Healthcare: Advise companies in healthcare services, biotech, and medtech; navigate regulatory environments and clinical pipelines.
- Industrials: Support transactions in manufacturing, logistics, and industrial services; focus on operational efficiency and strategic growth.
Qualifications
- 3–5 years of experience in investment banking or related financial services.
- Strong technical skills in financial modeling and valuation.
- Excellent communication, presentation, and project management abilities.
- Proven ability to work in a fast-paced, team-oriented environment.
- Bachelor’s degree required; MBA or other advanced degree preferred.
Salary : $200,000 - $250,000