Investment Banking Senior Associate

Houlihan Capital•Chicago, IL

9d•$97,000 - $131,000•Hybrid

About The Position

The Investment Banking Senior Associate plays a central execution role on M&A sell-side and buy-side engagements, managing the day-to-day workflow of active transactions while mentoring Analyst-level team members. Senior Associates are expected to operate with a high degree of independence across deal processes and client interactions, and to begin demonstrating leadership across the deal team.

Requirements

Bachelor’s degree required. Preferred majors include Finance, Accounting, and Economics.
4-6 years of investment banking experience, with demonstrated exposure to M&A advisory.
Mastery of core valuation methodologies and deal process mechanics.
Demonstrated experience leading deal workstreams and mentoring junior professionals.

Nice To Haves

MBA preferred; CFA, CPA, or other relevant professional designation viewed favorably.

Responsibilities

Lead day-to-day transaction execution including process management, buyer/seller communication, and diligence coordination
Serve as a primary day-to-day contact for clients, counterparties, and transaction advisors.
Manage transaction workstreams and oversee execution timelines across active engagements.
Produce high-quality financial analyses including operating model builds, pro forma capitalization structures, and sensitivity analyses
Draft, review, and refine CIMs, management presentations, and offering materials
Manage data room organization, due diligence trackers, and third-party advisor coordination
Supervise and quality-check the work product of Analysts and Associates on active engagements
Support Managing Directors, Directors, and VPs in developing pitch materials and new business opportunities
Begin contributing to client relationship management and pitch processes with increasing independence