Senior Investment Banking Associate

Houlihan Capital

Investment Banking Senior Associate handling M&A transactions and mentoring Analysts at Houlihan Capital. Leading deal processes and providing financial analyses in a hybrid role.

Posted 7/2/2026full-timeChicago • Illinois • 🇺🇸 United StatesSenior💰 $97,000 - $131,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in transaction execution, financial analysis, and client relationship management within investment banking, particularly in M&A advisory. Proficient in leading deal workstreams and mentoring junior professionals while producing high-quality deliverables.

Highest-signal resume keywords

Investment Banking ExperienceM&A AdvisoryFinancial AnalysisValuation MethodologiesDeal Process Mechanics

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisValuation MethodologiesOperating Model BuildsPro Forma Capitalization StructuresSensitivity AnalysesCIM DraftingManagement PresentationsOffering MaterialsTransaction ExecutionProcess Management

Soft Skills

Client CommunicationMentoringTeam LeadershipQuality ControlRelationship Management

Tools & Technologies

Data Room OrganizationDue Diligence Trackers

Certifications & Qualifications

MBACFACPA

Industry Keywords

Investment BankingM&A AdvisoryTransaction ExecutionFinancial ModelingDeal Workstreams

About the role

Key responsibilities & impact

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

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.
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.

Benefits

Comp & perks

Bonus Eligible: Yes
Employee-owned
Professional development opportunities
High degree of independence