Investment Banking Analyst

At Wipfli, people count.

At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.

We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.

People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

Responsibilities

• Support investment banking team on the execution of M&A transactions.
• Assist in preparation of confidential information memos, pitch materials, and presentations.
• Develop and maintain complex financial models to perform various financial and valuation analyses.
• Conduct comprehensive and in-depth company and industry research.
• Play a key role in supporting origination, opportunity evaluation, and deal execution.
• Occasional travel, to client sites.

Qualifications

• Bachelor’s degree required with a major in business, finance, accounting, or economics preferred.
• Minimum of 2-3 years of previous experience in investment banking.
• SIE Exam, Series 79, and Series 63 licenses must be acquired within 120 days of employment.
• Quantitative and data-based skills, including experience in valuation and financial modeling.
• Ability to learn quickly and ability to manage several projects at once.
• Must reside in or around the Twin Cities and able to commute to the office.
• Willing to maintain a hybrid schedule of at least 4 days in office.

Cheyenne Lee, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!

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.

Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com.

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