Investment Banking Associate

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

About the role:

CLA is seeking an investment banking associate to join or team in either our Oak Brook, IL or Minneapolis, MN office. This role works provides transaction execution assistance and research and analysis support to the Investment Banking team for execution of Mergers & Acquisition transactions (predominately sell-side) and other corporate finance engagements for clients. They are also responsible for a wide range of support duties for the Investment Banking teams to successfully execute on all client engagements.

Essential Job Functions:

• Sell-Side M&A transaction analysis and documentation: Researches and prepares complex financial models and M&A process documents. Including pitchbooks, CIMS, and teasers. Conducts detailed and rigorous analysis on financial models and valuations. Reviews analyses prepared by analysts to ensure accurate data. Compiles data and assists in preparing Power Point pitch books for client presentations and related M&A transaction documents. Collaborates with internal and external professionals on M&A transactions.
• Buyer Identification: Conducts research to identify buyers for sell-side clients. Tracks detailed information related to those buyers, as well as other M&A deal-related information.
• Buy Side Execution: Assesses companies as investments for buyer clients by examining financial engagements and related valuations. Analyzes financial information needed to forecast trends and support sound acquisition decisions.
• Client Support: Acts as a point of contact for clients throughout engagements. Builds client relationship and actively provides support for pitching to potential clients and transaction execution.
• Communication skills: Must have strong written and verbal communication skills to effectively prepare documents and interface with senior and junior team members.

Requirements

Experience

2 years of experience in investment banking, corporate development, or private equity required

Education

Bachelor’s degree in finance, Economics, Business Management, and/or Accounting or related required (combination of education and experience may be considered a degree equivalent)

Certifications / Licenses

Series 63 license and 79 (required to obtain within 6 months of hire date)

Technical Competencies

Proficiency with financial modeling, client presentations, and valuation analyses. Expertise in Excel, PowerPoint, Word, Adobe, Cap IQ, Pitchbook, and other related pitchbook products.

Travel Requirements

There is some level of non-local travel based on specific engagements and business development activities.

Our Perks:

• Flexible PTO (designed to offer flexible time away for you!)
• Up to 12 weeks paid parental leave
• Paid Volunteer Time Off
• Mental health coverage
• Quarterly Wellness stipend
• Fertility benefits
• Complete list of benefits here

The wage range for this position in Minnesota is: $70,900 – $143,000.

The wage range for this position in Illinois is: $70,900 – $145,000.

Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. This role may also be eligible for a bonus.

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Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities.
 
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Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

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