This is a high-performing firm, walking distance from Ogilvie & Union Station.
Hybrid - 3 to 4 days a week in office
Advancement opportunities are plentiful!
Compensation and benefits: 1st year base salary plus 40% bonus. Other perks include lunches, outings, company trips, M/D/V, flex PTO, Gym, cell phone wellness reimbursement.
Responsibilities:
Transaction Due Diligence: Review data room files, create initial question lists, and assess risks and opportunities
Research: Analyze industries, offering documents, and third-party reports
Document Preparation: Draft term sheets, commitment letters, and underwriting memos with financial models
Committee Participation: Actively contribute to internal investment meetings
Presentations: Prepare charts and content for Offering Memorandums and Lender Presentations
Closing Support: Assist with syndication closings, including fee sheets, funds flow, and documentation
Portfolio Support: Handle monthly tasks like financial data analysis, compliance checks, and file organization
Operations Coordination: Provide updates and respond to information requests
Administrative Tasks: Meet deadlines and maintain documentation standards
Requirements:
2 years of Public Accounting Audit OR Mergers and Acquisitions Financial Due Diligence Necessary
CPA is a plus
Must be in Chicago, no relocation assistance or sponsorship available