2027 Securities Investment Banking Summer Associate

About the Role

• Seeking exceptional Associate Interns to join the Investment Banking team in Chicago.
• Focus on Software, Commercial, Business, and Technology Services high growth segments.
• 10-week internship program designed for students interested in a career in investment banking with an emphasis on M&A advisory.
• Opportunity to work on small transaction teams on major strategic assignments.
• Will become important members of deal teams and work as a junior associate on strategic advisory assignments.
• Will provide best-in-class Investment Banking training—formal and hands-on.

Key Responsibilities

• Support deal teams in developing, maintaining, and using financial models.
• Perform financial and valuation analysis (e.g., discounted cash flow analysis, multiple valuation analysis).
• Conduct company and industry research to understand sector trends, client challenges, and strategies for developing solutions.
• Prepare client presentations.
• Interact with senior bankers, clients, lawyers, and accountants.
• Develop an in-depth understanding of M&A deal processes.

Requirements & Tech Stack

• Demonstrable experience with Microsoft Excel, PowerPoint, and Outlook.

Qualifications

• Must be on track to receive an MBA or J.D. degree in Spring 2028.
• Exceptional quantitative and communication skills.
• Commitment to meet the demands of high volume and high-end client services.
• Effective communicator – verbal, written, and virtual.
• Excellent analytical skills and attention to detail.
• Strong interest in problem-solving and client services.
• Highly organized, with the initiative and ability to multitask and work with limited supervision on a team.
• Resourcefulness, intellectual curiosity, enthusiasm, and a genuine interest in finance.
• Desire to join a rapidly growing, entrepreneurial platform.
• Significant level of maturity and the ability to work under pressure as part of a small team.
• Interest in working in Chicago long term.

Salary Details

• A salary based on an annual rate of $175,000 per year.
• Actual base salaries may vary based on factors such as location and experience.
• The salary listed reflects base salary only; total compensation may include other components.