Investment Banking Associate

Houlihan Capital

Investment Banking Associate handling day-to-day M&A transactions and supporting senior team members at Houlihan Capital in Chicago. Requires strong financial analysis skills and relevant experience in investment banking.

Posted 6/24/2026full-timeChicago • Illinois • 🇺🇸 United StatesJuniorMid-Level💰 $83,000 - $112,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

financial analysisoperating model buildspro forma capitalization structuressensitivity analysesvaluation methodologiesdeal process mechanicsdue diligence coordinationdata room organizationpitch materials developmentM&A advisory

Soft Skills

written communicationverbal communicationclient-facing capabilityprocess managementmulti-taskingtime managementteam collaborationguidance and mentorship

Tools & Technologies

data room softwaredue diligence trackersfinancial modeling toolspresentation software

Certifications & Qualifications

Bachelor's degreeMBACFACPASeries 79 licenseSeries 63 license

Industry Keywords

investment bankingM&Acapital marketsfinancial modelingtransaction execution

About the role

Key responsibilities & impact

Support day-to-day transaction execution including process management, buyer/seller communication, and diligence coordination
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
Review and provide guidance on Analyst work product of active engagements
Support Managing Directors, Directors, and VPs in developing pitch materials and new business opportunities

Requirements

What you’ll need

Bachelor’s degree required. Preferred majors include Finance, Accounting, and Economics.
MBA preferred; CFA, CPA, or other relevant professional designation viewed favorably.
2–4 years of investment banking experience, with demonstrated exposure to M&A advisory.
Series 79 and Series 63 licenses required.
Mastery of core valuation methodologies and deal process mechanics.
Strong written and verbal communication skills with client-facing capability.
Ability to manage multiple concurrent engagements and deliver under tight timelines.

Benefits

Comp & perks

Bonus Eligible: Yes
Investment Banking roles are eligible for deal-based bonuses.