Wipfli
We are curious, inventive, perceptive and approachable. We push beyond the obvious answers to find smarter solutions.
Chicago, IL
Hybrid

Investment Banking Analyst

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At Wipfli, people count

 

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. And we seek feedback openly, from all.

 

People matter here and they feel it.

 

And we value curiosity.  Curious is more than a personality trait. It’s a way of thinking. Of learning. Of working.

There’s purpose in this wonder. It makes us better. It makes us Wipfli.

 

If you want to be in an environment where you can make a difference — and make a professional home — Wipfli is the place for you.

 

Check out our Glassdoor Reviews to hear what people are saying about employment at Wipfli! 

 

Responsibilities: 

 

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 
  • 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 marketing and business development
  • Assist with the preparation of confidential information memorandums and other marketing materials.
  • Assist in the set-up and maintenance of Data Rooms
  • Prepare presentations for prospects and existing clients

 

Qualifications:

  • Bachelor's degree in Finance, Accounting, Economics preferred 
  • Candidates with secruity licenses in Series 63 and Series 79 highly preferred 
  • This position will be based in our Minneapolis or Philadelphia office 
  • 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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What are Wipfli Perks + Benefits

Wipfli Benefits Overview

At Wipfli, curious is our approach to the world. We push beyond the obvious answers to find smarter solutions for clients and look at business challenges from every angle. People matter here, and they feel it. We invest in your career development through tuition reimbursement, external training support, LinkedIn Learning access and our internal online learning center and leadership training.

We also back up our mission to provide a strong work-life balance with great benefits, UTO, wellness benefits and programs to encourage a healthy lifestyle.

Culture
Volunteer in local community
We are committed to helping our communities and support time off for associates to volunteer. On average, they volunteer a combined 15,000+ hours each year.
Partners with nonprofits
The Wipfli Foundation supports education programs that support furthering diverse representation in our industry.
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Employee resource groups
Hybrid work model
Flexible work schedule
Remote work program
Diversity
Dedicated diversity and inclusion staff
Mandated unconscious bias training
All associates are required to attend unconscious bias training.
Diversity employee resource groups
This year, we launched three business resource groups (Women of Wipfli, Wipfli Pride and Embrace ) to give voice to and elevate issues inside our firm for diverse groups. And we plan to add more.
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Mental health benefits
Transgender health care benefits
Financial & Retirement
401(K)
401(K) matching
Performance bonus
Charitable contribution matching
Child Care & Parental Leave Benefits
Generous parental leave
Family medical leave
Adoption Assistance
Company sponsored family events
Fertility benefits
Including surrogacy
Vacation & Time Off Benefits
Unlimited vacation policy
Paid volunteer time
We are committed to helping our communities and support time off for associates to volunteer. On average, they volunteer a combined 15,000+ hours each year.
Sabbatical
Paid holidays
Punchkick observes all major holidays and supports observation of all religious holidays.
Paid sick days
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Pet friendly
Fitness stipend
Onsite gym
Professional Development Benefits
Job training & conferences
Tuition reimbursement
Lunch and learns
Promote from within
Mentorship program
Continuing education stipend
Continuing education available during work hours
Online course subscriptions available
Customized development tracks
Paid industry certifications

Additional Perks + Benefits

Our culture is steeped in values focused on our associates and it drives the benefits we offer

• Empower: We give our people the opportunities and resources to find, follow and grow to achieve their dream career.

• Connected: We value everyone’s individual strengths, and we cultivate a culture where relationships thrive.

• Impact: Our passion for excellence drives us to get results through our expertise, experience and teamwork.

• Transparency: We welcome candor so all voices and perspectives come together to solve problems and serve clients.

• Flexibility: We give people the freedom to shift their career paths and achieve work-life balance, which creates happier and more productive teams.

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