Senior Associate

1 month ago

chicago, United States CFOCIO Advisory Company Full time

Senior Advisory Associate

Location: Onsite in Las Vegas - typical work hours ~60hrs a week including some work on Saturdays - This role is being posted in Chicago to attract talent with an interest/connection to Las Vegas

Company: CFO/CIO Advisory Firm

About Us

We are a fast-growing CFO/CIO advisory firm specializing in driving long-term value creation for high-quality companies. Acting as advisor or acting Chief Financial Officer (CFO) / Chief Investment Officer (CIO), our team delivers financial and strategic leadership across industries, with a focus on middle-market real estate. In the past two years, we have advised on over $1B in transactions, showcasing our private equity and investment banking expertise.


If you have a background in investment banking, private equity, or real estate, and are passionate about financial modeling, strategic advisory, and transaction support, we invite you to join us as a


Senior Advisory Associate.

Position Overview

The Senior Advisory Associate will play a key role in providing clients with high-level financial and operational insights. This role requires exceptional financial modeling skills in Excel, a deep understanding of financial statements, and a strategic mindset to support clients' capital raising, M&A, and operational initiatives.


The ideal candidate will thrive in a fast-paced, dynamic environment and work directly with C-suite executives, investors, and entrepreneurs to help them achieve their financial and strategic goals.


Key Responsibilities

  • Develop complex Excel financial models (including forecasting, valuation, and scenario analysis) to support business decisions, M&A, and capital transactions.
  • Partner with CEOs, CFOs, and other executives to provide strategic advice on business performance, cash flow management, and financing strategies.
  • Lead and support capital raising, due diligence, and investment opportunities across industries with a primary focus on middle-market real estate.
  • Identify key financial insights and present actionable recommendations to client leadership.
  • Assist in structuring debt and equity transactions and conducting financial statement analysis.
  • Monitor performance of client portfolios and implement value creation strategies.
  • Manage multiple advisory engagements simultaneously and meet tight deadlines.


Qualifications

  • 3-5+ years of experience in investment banking, private equity, real estate, or corporate finance advisory.
  • Exceptional Excel financial modeling skills (e.g., discounted cash flow (DCF), sensitivity analysis, waterfall models).
  • Strong understanding of financial statements and corporate finance principles.
  • Experience with capital markets transactions (debt and equity).
  • Familiarity with middle-market companies and the real estate sector is a plus.
  • Highly analytical mindset with the ability to manage multiple priorities.
  • Excellent communication skills with experience presenting to executive leadership.
  • Strong work ethic with an entrepreneurial spirit and collaborative approach.


What We Offer

  • Competitive compensation with performance-based bonuses.
  • Exposure to C-suite decision-making and involvement in high-impact projects.
  • Opportunities for growth in a rapidly expanding firm with a track record of success.


How to Apply

If you're ready to take the next step in your career and join a firm making a lasting impact, we’d love to hear from you Please submit your resume here.

  • Senior Compliance Associate

    4 days ago

    Chicago, United States Larson Maddox Full time

    A leading compliance consulting firm is looking to grow it's compliance team and is looking for you to join the firm as it's next Senior Compliance Associate! This is an exciting opportunity to work with major players in the private equity, RIA, and venture capital space to enhance and mature their compliance framework. This opporutnity is operating on a...

  • Senior Compliance Associate

    4 days ago

    Chicago, United States Larson Maddox Full time

    A leading compliance consulting firm is looking to grow it's compliance team and is looking for you to join the firm as it's next Senior Compliance Associate! This is an exciting opportunity to work with major players in the private equity, RIA, and venture capital space to enhance and mature their compliance framework. This opporutnity is operating on a...

  • Senior Compliance Associate

    3 days ago

    Chicago, United States Larson Maddox Full time

    Job DescriptionJob DescriptionA leading compliance consulting firm is looking to grow it's compliance team and is looking for you to join the firm as it's next Senior Compliance Associate! This is an exciting opportunity to work with major players in the private equity, RIA, and venture capital space to enhance and mature their compliance framework....

  • Senior Associate

    3 weeks ago

    Chicago, United States Real Estate Advisory Company Full time

    Senior Advisory AssociateLocation: Onsite in Las Vegas - typical work hours ~60hrs a week including some work on Saturdays - This role is being posted in Chicago to attract talent with an interest/connection to Las VegasCompany: CFO/CIO Real Estate Advisory FirmAbout UsWe are a fast-growing CFO/CIO advisory firm specializing in driving long-term value...

  • Senior Care Nurse

    4 weeks ago

    Chicago, Illinois, United States Sunset Senior Living Full time

    Job Summary:The Registered Nurse at Sunset Senior Living is responsible for providing high-quality care to our residents. This role requires a compassionate and skilled professional dedicated to enhancing the well-being and quality of life of our senior community.Key Responsibilities:Resident Care: Deliver direct nursing care, including administering...

  • Senior Nurse Practitioner

    1 month ago

    Chicago, Illinois, United States Sunset Senior Living Full time

    Job Summary:The Registered Nurse at Sunset Senior Living is responsible for delivering high-quality care to our residents. The RN will oversee and coordinate nursing care, ensuring compliance with healthcare standards and acting as a key resource for residents, families, and staff. This role requires a compassionate and skilled professional dedicated to...

  • Audit Senior Associate

    4 weeks ago

    Chicago, Illinois, United States FORVIS Full time

    Audit Senior AssociateWe are seeking a highly skilled and motivated Audit Senior Associate to join our team at Forvis. As an Audit Senior Associate, you will play a key role in providing assurance services to our clients, bringing credibility to their financial picture, and communicating information objectively and clearly.Key Responsibilities:Perform...

  • Senior Associate

    1 month ago

    Chicago, United States CFOCIO Advisory Company Full time

    Senior Advisory AssociateLocation: Onsite in Las Vegas - typical work hours ~60hrs a week including some work on Saturdays - This role is being posted in Chicago to attract talent with an interest/connection to Las VegasCompany: CFO/CIO Advisory FirmAbout UsWe are a fast-growing CFO/CIO advisory firm specializing in driving long-term value creation for...

  • Senior Tax Associate

    4 weeks ago

    Chicago, Illinois, United States Quix Recruitment Group Ltd Full time

    Quix Recruitment Group Ltd is seeking a highly motivated and dynamic Senior Tax Associate to join their team within a prestigious international financial centre.The ideal candidate will have a strong background in US tax compliance and advisory services, with a focus on high net worth individuals, globally mobile individuals, non-US trusts, and non-US...

  • Senior Care Nurse

    4 weeks ago

    Chicago, Illinois, United States Sunset Senior Living Full time

    Job Summary:The Registered Nurse (RN) at Sunset Senior Living is responsible for providing high-quality care to our residents. The RN will oversee and coordinate nursing care, ensure compliance with healthcare standards, and act as a key resource for residents, families, and staff. This role requires a compassionate and skilled professional dedicated to...

  • Housekeeping Associate

    1 month ago

    Chicago, Illinois, United States Senior Lifestyle Full time

    Job SummaryWe are seeking a skilled Janitor to join our team at Senior Lifestyle. As a key member of our facilities team, you will be responsible for maintaining the cleanliness and organization of our public areas.Key ResponsibilitiesPerform daily cleaning of public areas, including floors, surfaces, and restrooms.Assist with housekeeping duties during...

  • Private Credit Senior Associate

    2 months ago

    Chicago, United States Selby Jennings Full time

    A leading private credit investment firm with over $40B AUM is looking to add a Private Credit Senior Associate to the team in Chicago, IL. The Private Credit Senior Associate will invest across both the direct lending and special opportunities strategies. This is an exciting opportunity to join a highly-regarded and rapidly growing private credit platform....

  • Private Credit Senior Associate

    2 weeks ago

    Chicago, United States Selby Jennings Full time

    A leading private credit investment firm with over $40B AUM is looking to add a Private Credit Senior Associate to the team in Chicago, IL. The Private Credit Senior Associate will invest across both the direct lending and special opportunities strategies. This is an exciting opportunity to join a highly-regarded and rapidly growing private credit platform....

  • Senior Sales Associate

    1 month ago

    Chicago, United States Chicago Teuscher Chocolates of Switzerland Part time $22 - $24

    Does chocolate make your heart happy?Would you thrive in a cheerful working environment?Join our team if you are self-driven to provide an outstanding experience to our loyal clients in search ofunique hand-crafted luxury chocolate confections. We are seeking an enthusiastic Senior Sales Associate with excellent sales, organizational and communication...

  • Senior Client Associate

    2 months ago

    Chicago, United States Brown Brothers Harriman Full time

    At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application! What You Can Expect At BBH: If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You...

  • Senior Tax Associate

    4 weeks ago

    Chicago, Illinois, United States Topel Forman Full time

    Job OpportunityWe are seeking a highly skilled Senior Tax Associate to join our team at Topel Forman. As a Senior Tax Associate, you will play a crucial role in preparing and reviewing tax returns for our clients, including individuals, entities, trusts, estates, and gift tax returns. Your expertise will be essential in delivering high-quality tax services...

  • Senior Client Associate

    3 months ago

    Chicago, United States Epsilon Full time

    Job Description How You’ll Make an Impact: The Senior Client Associate will be responsible for driving significant revenue growth and expanding Epsilon's client base. Reporting directly to the Director, Client Management, this role will involve cultivating strong relationships with existing and potential clients, identifying new business...

  • Senior Associate

    1 week ago

    chicago, United States Incubation Capital Partners Full time

    About Incubation Capital Partners:Incubation Capital Partners ("Incucap") is a capital advisory and investment firm focused on working with and building next-generation real estate investment platforms. Since its inception in 2011, Incucap has supported the launch of 10+ first-time real estate ventures and participated in the placement of over $7 billion of...

  • Senior Associate

    1 week ago

    chicago, United States Incubation Capital Partners Full time

    About Incubation Capital Partners:Incubation Capital Partners ("Incucap") is a capital advisory and investment firm focused on working with and building next-generation real estate investment platforms. Since its inception in 2011, Incucap has supported the launch of 10+ first-time real estate ventures and participated in the placement of over $7 billion of...

  • Investor Relations Senior Associate

    4 weeks ago

    Chicago, Illinois, United States Sikla Full time

    About the Role:The Investor Relations Senior Associate will be responsible for serving the needs of the existing and prospective client base of Apogem Capital. This includes creating, updating, and distributing marketing and investment reporting materials relating to the firm and its investment capabilities.The Senior Associate will act as a client and...