Investment Banking Professional

3 weeks ago


Minneapolis, Minnesota, United States Wipfli Full time
At Wipfli, We Foster a Culture of Inclusion

The way you think makes you different. At Wipfli, we celebrate that uniqueness. Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli. We're also focused on helping you achieve success with balance. From hybrid schedules and flexible time off to training programs and mental wellness initiatives, we take care of our team.

Key Responsibilities
  • Support the investment banking team in executing M&A transactions, utilizing your analytical skills to drive results.
  • Assist in preparing confidential information memos, pitch materials, and presentations that showcase your expertise.
  • Develop and maintain complex financial models to perform various financial and valuation analyses, providing actionable insights to drive business decisions.
  • Conduct comprehensive and in-depth company and industry research to stay ahead of the curve.
  • Play a key role in supporting origination, opportunity evaluation, and deal execution, leveraging your knowledge to drive success.
  • Occasional travel to client sites may be required.

Requirements
  • 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, with a strong track record of success.
  • 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 manage several projects simultaneously.
  • Must reside in or around the Twin Cities and be able to commute to the office.
  • Will be required to maintain a hybrid schedule of at least 4 days in office.

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 identity, 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 [redacted].

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