Investment Banking Analyst

Job Title: Analyst

Department: Investment Banking

Reports To: Vice President, Investment Banking

FLSA Status: Exempt 

Location: Hybrid - Chicago, IL

Base Compensation: $66,000-$89,000 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 with objective, 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: 
• Bachelor’s 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.

If you require an accommodation in order to view or apply to open positions or for any other part of the application or employment process, please email [email protected].