Associate, Regional Investment Banking

Application Deadline:

11/27/2025

Address:

320 S Canal Street

Job Family Group:

Capital Mrkts Sales & Service

Provides a combination of deep industry sector knowledge across a broad array of sub sectors within Industrials, FCR, FIG, Tech, & Healthcare, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. This role is within our Regional Investment Banking team, HQd out of Chicago with the mandate of covering commercial banking clients/prospects across our core regions from an investment banking standpoint including M&A, Leveraged Finance, ECM, DCM, & Private Capital raising activities.

Collaborates to generate creative, client-focused solutions to prospective and current clients.

• Develops written internal and external marketing on pitch material.
• Supports deal teams in development, presentation, and winning mandates.
• Seeks to develop an understanding of client needs and outcomes.
• Provides materials to support an outstanding client experience.
• Identifies opportunities for increased efficiency and improved service to internal and external clients.
• Provides analytical findings to deal teams.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Builds effective relationships with internal/external stakeholders. Internal partners include Commercial Banking, IB Industry teams, & IB Product Teams
• Ensures alignment between stakeholders.
• Researches and analyzes company and industry financial and operating information across middle market & mid-cap companies including privately held & public corporates
• Performs complex financial modeling and runs valuation analysis as part of client / industry evaluations.
• Creates statistical exhibits and financial performance trend analysis for client presentations.
• Prepares industry compilations to address public comps, precedent transactions, & key sector themes across a myriad of sectors leveraging some off-the-shelf content & newly created RIB content
• Completes quality reports/analyses.
• Applies technical concepts and understands implication of work to client/transaction.
• Develops an understanding of and proficiency in using all required systems and models.
• Participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels
• Provides feedback on, and supports continuous improvement opportunities.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting.
• Delivers financial modeling to support strategic recommendations to clients.
• Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
• Focus may be on a business/group.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently & well within our team & across other teams
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• 3+ years of successive relevant experience within investment and/or corporate banking.  Experience in coverage team or M&A is preferred.
• An undergraduate degree with academic coursework in finance, economics, or accounting with outstanding academic achievement.
• Strong work ethic & entrepreneurial mindset in a newer group within Investment Banking with significant growth
• Financial analysis training and experience.
• Shows initiative, prioritizes work, multi-tasks effectively.
• Highly skilled in building complex financial models.
• Expertise in using financial computer applications and database management tools.
• Skilled in creating statistical presentations.
• Creative, insightful, and resourceful.
• Strong interpersonal skills within a demanding team environment.
• Strong ability to review and assess detailed information daily on multiple projects in an organized manner.
• Works independently within a team environment.
• Specialized knowledge from education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

Expected Base: $175,000.00 USD Annual

Salary:

Pay