Analyst - Investment Banking & Financial Advisory

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

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Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

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Job Description:

Baker Tilly Capital, LLC, a boutique investment bank specializing in Mergers & Acquisitions (M&A), capital sourcing, and corporate finance advisory services, has a career opportunity for an Analyst to join our growing practice in our Chicago office. Our M&A practice is made up of professionals working closely with middle market companies nationwide on a variety of strategic transactions to grow, acquire, or exit a business. Paired with strong client relationships and business-focused perspectives, this specialization allows us to bring tangible value to each client engagement or transaction. Under the direction of a Managing Director or Senior Vice President, an Analyst is expected to perform many of the elements of an engagement.

You will enjoy this role if:

• You would like to work with a variety of middle market clients and help them maximize their value by completing transactions for private companies. Clients are in industries such as business services, manufacturing and distribution, food and beverage, healthcare, and technology throughout the United States and internationally.
• You want to continue to expand your experience and hone your skills as a comprehensive Investment Banking / Finance professional in the areas of executing M&A strategies and identifying cost-effective financing alternatives and sources.
• You crave an opportunity to be part of a thriving Mergers & Acquisitions practice where you are part of a talented, down-to-earth team that thrives on collaboration.
• You feel valued when you are provided with the resources and support to continually sharpen your technical skills and build your career now, for tomorrow.

What You'll Do:

• Interact directly with transaction team members on matters related to client and engagement management
• Develop and maintain financial models to be used in financial analysis, valuation, structuring and negotiation
• Assist in the preparation of detailed confidential memoranda, pitch materials and presentations
• Conduct comprehensive research, data gathering, and financial analysis of privately held companies
• Communicate with business owners to ensure delivery of exceptional client service
• Learn and grow from direct on the job coaching and mentoring along with participating in Baker Tilly firm wide learning and development programs

Successful candidates will have:

• Bachelor's degree in Finance, Accounting or related field required.
• One (1)+ year of experience in investment banking, business valuation services, commercial banking, or public accounting.
• Demonstrated analytical, problem-solving, organizational, interpersonal, project management, communication, and highly developed Microsoft Suite skills required.
• Ability to provide exceptional client service, demonstrate commitment to continuous learning, quality work and the completion of duties in a timely manner.

The compensation range for this role is $70,000 to $105,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.