Investment Banking Analyst

At Wipfli, people count. At Wipfli, 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. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Job Summary Wipfli Corporate Finance Advisors, LLC is looking for a talented and highly-motivated Analyst to join its team in the Twin Cities office. WCF is the investment banking and corporate finance arm of Wipfli Advisory LLC, offering a full suite of investment banking services tailored for middle-market companies and capital providers with a focus on sell‑side M&A transactions. Responsibilities Support investment banking team on the execution of M&A transactions. Assist in preparation of confidential information memos, pitch materials, and presentations. Develop and maintain complex financial models to perform various financial and valuation analyses. Conduct comprehensive and in-depth company and industry research. Provide mentoring to junior associates, offering guidance and support in various tasks and career goals. Play a key role in supporting origination, opportunity evaluation, and deal execution. Occasional travel, up to 20%. Qualifications Bachelor’s degree required with a major in business, finance, accounting, or economics preferred. Minimum of 2 years of previous experience in investment banking or related field. SIE Exam, Series 79, and Series 63 licenses preferred, or must attain within 90 days of hire date required. Quantitative and data-based skills, including experience in valuation and financial modeling. Experience providing constructive feedback and guidance. Ability to learn quickly and manage several projects at once. Must reside in or around the Twin Cities and be able to commute to the office. Willing to maintain a hybrid schedule of at least 4 days in office. EEO Statement Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Accommodation Statement 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 View email address on click.appcast.io. Compensation The estimated base pay range for this role is $66,000–$89,000. Compensation may vary with business-related factors such as location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Benefits Wipfli offers a variety of benefits including 8 health plan options (HMO & PPO), dental and vision coverage, an optional HSA with potential firm contribution, Employee Assistance Program, firm-sponsored basic life and short/long‑term disability coverage, a 401(k) savings plan with profit share and firm matching contributions, well‑being incentives, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefits include critical illness & accident insurance, hospital indemnity insurance, legal, long‑term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefit programs depends on annual hours expectation, position status/level, and location. #J-18808-Ljbffr