CareerPlan

Experienced Associate - Investment Banking, Commercial Services

Chicago, IL, USFull-time2026-10-16 → 2026-11-09
Hybrid

Core

Support financial analyses, advisory transactions, and business development for M&A and capital markets deals in the commercial services sector (facility, utility, infrastructure, architecture, engineering, environmental services).

Role type

Investment Banking Associate (Commercial Services)

Builds

M&A and capital markets advisory transactions for mission-critical service companies

Domain

Investment Banking / Commercial Services (Facility, Utility, Infrastructure, Architecture, Engineering, Environmental)

Required skills

Financial analysis, M&A process management, business acumen, data analysis, strategic framework development, client relationship management, regulatory compliance, Microsoft Excel, PowerPoint, Outlook

Preferred skills

Project management, agile leadership under pressure, mentoring junior staff, multitasking, initiative

Technologies

Microsoft Excel, PowerPoint, Outlook

Responsibilities

Support financial analyses and advisory transactions; review diligence and research; lead development of marketing memoranda and transaction artifacts; anticipate deal challenges; drive creation of strategic frameworks; participate in client meetings; oversee training of analysts and interns; ensure regulatory compliance

Seniority

Mid-level (4 years experience or MBA + 1 year)