Analyst - Investment Banking & Financial Advisory

Baker Tilly • Madison, WI

19d • $70,000 - $105,000

About The Position

Baker Tilly Capital, LLC, a boutique investment bank specializing in Mergers & Acquisitions (M&A), capital sourcing, and corporate finance advisory services, has a career opportunity for an Analyst to join our growing practice in our Chicago office. Our M&A practice is made up of professionals working closely with middle market companies nationwide on a variety of strategic transactions to grow, acquire, or exit a business. Paired with strong client relationships and business-focused perspectives, this specialization allows us to bring tangible value to each client engagement or transaction. Under the direction of a Managing Director or Senior Vice President, an Analyst is expected to perform many of the elements of an engagement. You will enjoy this role if: You would like to work with a variety of middle market clients and help them maximize their value by completing transactions for private companies. Clients are in industries such as business services, manufacturing and distribution, food and beverage, healthcare, and technology throughout the United States and internationally. You want to continue to expand your experience and hone your skills as a comprehensive Investment Banking / Finance professional in the areas of executing M&A strategies and identifying cost-effective financing alternatives and sources. You crave an opportunity to be part of a thriving Mergers & Acquisitions practice where you are part of a talented, down-to-earth team that thrives on collaboration. You feel valued when you are provided with the resources and support to continually sharpen your technical skills and build your career now, for tomorrow.

Requirements

• Bachelor's degree in Finance, Accounting or related field required.
• One (1)+ year of experience in investment banking, business valuation services, commercial banking, or public accounting.
• Demonstrated analytical, problem-solving, organizational, interpersonal, project management, communication, and highly developed Microsoft Suite skills required.
• Ability to provide exceptional client service, demonstrate commitment to continuous learning, quality work and the completion of duties in a timely manner.

Responsibilities

• Interact directly with transaction team members on matters related to client and engagement management
• Develop and maintain financial models to be used in financial analysis, valuation, structuring and negotiation
• Assist in the preparation of detailed confidential memoranda, pitch materials and presentations
• Conduct comprehensive research, data gathering, and financial analysis of privately held companies
• Communicate with business owners to ensure delivery of exceptional client service
• Learn and grow from direct on the job coaching and mentoring along with participating in Baker Tilly firm wide learning and development programs

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level