• Investment Banking Analyst

    Job Locations US-IL-Chicago | US-WI-Milwaukee | US-MN-Minneapolis
    Job ID
  • Overview

    Create lasting, positive impact.

    By considering Wipfli LLP, you’ve decided to go beyond the ordinary public accounting and consulting firm. At Wipfli, we create positive impact and lifetime relationships by leading and working with an outward mindset. As a member of our team, you will be inspired to think freely and follow your passion, grow as a professional by developing your skills and commit to serving our clients and communities with honesty and integrity.


    Wipfli has a broad national footprint with offices coast to coast — and we’re still growing! As an associate, you’ll have access to skill development and career opportunities, whether you want to move up or transition into another area of specialty. You’ll also have the flexibility and technology to work wherever you are, whether it’s at home or in our clients’ offices, or switching Wipfli offices if you’re looking to move across the country.


    Join a company focused on giving back to the greater good — at Wipfli, we’re committed to supporting the communities we do business in. To learn more about our volunteer efforts, who we are and what we do, visit wipfli.com.  


    Also serves as a resource for data gathering, analysis, marketing and business development, and preparing recommendations for transactions with a variety of businesses.



    More specifically consultants get involved with our clients in the following project experiences:


    • Assist in diligence for evaluating assumptions of future financial performance
    • Assist in advising clients in a M&A sale scenario

    • Analyze client financial data to identify trends and operational characteristics including but not limited to
    • Utilize market and financial models to forecast future financial position of the organization under various capital structure
    • Perform searches for potential buyers/investors
    • Assist in the process of buying or selling a business, financing a business or in business transition planning
    • Assist with preparing reports such as a written business plan for internal organizational planning  Information Memorandums and Feasibility Studies
    • Assist with marketing and business development
    • Assist in the set-up and maintenance of Data Rooms
    • Prepare presentations for prospects and existing clients





    • Requires 1-3 years of previous experience in investment banking, private equity, strategy consulting, corporate development or similar role
    • Ability to plan, prioritize, and organize work effectively
    • Ability to balance many projects simultaneously
    • Ability to work under pressure and time deadlines
    • Ability to analyze data and recommend solutions
    • Strong oral, written, presentation, and interpersonal skills required to communicate with clients and staff.
    • Advanced Knowledge required in Microsoft Excel
    • Proficient in Microsoft Word, Outlook, and PowerPoint


    Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws.


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