Investment Banking Associate

Wipfli Advisory LLC•Minneapolis, MN

1d•$88,000 - $118,000•Hybrid

About The Position

Wipfli Corporate Finance Advisors, LLC is looking for a talented and highly-motivated Senior Associate to join its team in the Twin Cities office! WCF is the investment banking and corporate finance arm of Wipfli Advisory LLC, and offers a full suite of investment banking services tailored for middle-market companies and capital providers with a focus on sell-side M&A transactions.

Requirements

Bachelor’s degree required with a major in business, finance, accounting, or economics preferred.
Minimum of 3 years of previous experience in investment banking or related field.
SIE Exam, Series 79, and Series 63 licenses preferred, or must attain within 90 days of hire date required
Quantitative and data-based skills, including experience in valuation and financial modeling.
Experience providing constructive feedback and guidance.
Ability to learn quickly and ability to manage several projects at once.
Must reside in or around the Twin Cities and able to commute to the office.
Willing to maintain a hybrid schedule of at least 4 days in office.

Responsibilities

Support investment banking team on the execution of M&A transactions.
Assist in preparation of confidential information memos, 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, offering guidance and support in various tasks and career goals.
Play a key role in supporting origination, opportunity evaluation, and deal execution.
Occasional travel, up to 20%.