Investment Banking Analyst

Job Title: Analyst

Department: Investment Banking

Reports To: Vice President Investment Banking

FLSA Status: Exempt

Location: Hybrid - Chicago IL

Base Compensation: $66000-$89000 USD

Bonus Eligible: Yes

Investment Banking roles are eligible for deal-based bonuses.

About The Firm:

Houlihan Capital is an employee-owned leading solutions-driven valuation financial advisory and boutique investment banking firm committed to delivering superior client value and thought leadership in an ever-changing landscape.

Houlihan Capital has extensive valuation experience providing companies withobjective independent and defensible valuation opinions that meet accounting regulatory and corporate governance requirements. Our analyses and reports are transparent supportable and clearly outline the assumptions and projections incorporated into our financial models. We consistently apply sound valuation methodologies and unbiased perspective in our work product that enables management teams and fiduciaries to make confident informed decisions.

Investment Banking Analyst- Job Description

Role Overview:

The Investment Banking Analyst supports the execution of M&A advisory and capital markets transactions for middle-market clients. This role provides foundational exposure to all aspects of the deal process from initial research and financial modeling through closing under the direct supervision of senior bankers.

Responsibilities:

Build and maintain detailed financial models including discounted cash flow leveraged buyout and comparable company analyses
Prepare initial drafts of Confidential Information Memoranda (CIMs) pitch books and client presentations
Conduct market research and industry analysis to support transaction origination and execution
Coordinate data room management and due diligence processes across buyer seller and legal teams
Support senior bankers in preparing meeting materials managing buyer outreach lists and tracking deal timelines
Draft internal memos and key transaction documents under supervision
Research and compile precedent transaction analyses including sourcing deal data benchmarking TEV/EBITDA multiples by sector and size tier and synthesizing findings into presentation-ready outputs
Assist in the development of comprehensive valuation models integrating multiple methodologies including precedent transactions public comparables and intrinsic value analyses to support fairness opinions and sell-side advisory work

Requirements:
Bachelors degree required. Preferred majors include Finance Accounting and Economics.
0-2 years of investment banking corporate finance or a related analytical role.

Series 79 and Series 63 licenses required within 90 days of start date.
Advanced proficiency in financial statement analysis and valuation methodology.
Strong written and verbal communication skills with client-facing capability.

High attention to detail and the ability to manage multiple workstreams under deadline pressure.

Houlihan Capital is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race color religion sex pregnancy citizenship national origin age disability military service veteran status sexual orientation gender identity or expression genetic information or any other status protected by law.

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Required Experience:

Junior IC