Investment Banking Analyst Jobs in Lake Forest, IL
An Investment Banking Analyst plays a key role in the finance industry by assisting in the creation and execution of investment strategies for companies, governments, and other large entities. They conduct industry research, prepare financial models, and perform detailed company valuations to support investment decisions. They also help manage and structure financial transactions, including mergers, acquisitions, and public offerings. Analysts often work with senior bankers to liaise with clients and provide them with strategic advice.
Investment Banking Analysts should have robust quantitative and analytical skills, attention to detail, and strong communication abilities. Familiarity with financial modeling and valuation techniques is essential, and proficiency in financial software and databases is highly beneficial. Relevant certifications such as Chartered Financial Analyst (CFA) or Financial Risk Manager (FRM) can elevate credibility in this role. Prior roles that could lead to an Investment Banking Analyst position include roles such as a Financial Analyst, Business Analyst, or Associate in a smaller investment bank or financial consulting firm.
Mergers & Acquisitions Analyst
- McHenry, IL (21 miles from Lake Forest, IL)
- 9 days ago
- McHenry, IL (21 miles from Lake Forest, IL)
- 9 days ago
at Follett Software in McHenry, Illinois, United States Job Description Company Overview: Everything we do is for educators. We're partnering with them to advance a bold vision for education that...
Investment Consultant - Highland Park, IL
- Highland Park, IL (4 miles from Lake Forest, IL)
- 15 days ago
- Highland Park, IL (4 miles from Lake Forest, IL)
- 15 days ago
Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm...
- Pleasant Prairie, WI (20 miles from Lake Forest, IL)
- 20 days ago
- Pleasant Prairie, WI (20 miles from Lake Forest, IL)
- 20 days ago
JOB REQUIREMENTS: Senior Investment Analyst Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Take the lead in shaping Uline\'s investment strategy! As a Senior Investment...
Managing Director, Wealth Management
- Winnetka, IL (10 miles from Lake Forest, IL)
- 30+ days ago
- Winnetka, IL (10 miles from Lake Forest, IL)
- 30+ days ago
Application Deadline: 06/26/2025 Address: 520 Green Bay Road Job Family Group: Wealth Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth...
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- Winnetka, IL (10 miles from Lake Forest, IL)
- 30+ days ago
- Winnetka, IL (10 miles from Lake Forest, IL)
- 30+ days ago
Application Deadline: 05/30/2025 Address: 520 Green Bay Road Job Family Group: Wealth Sales & Service Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW)...
Investment Operations Associate
- Lake in the Hills, IL (23 miles from Lake Forest, IL)
- 60+ days ago
- Lake in the Hills, IL (23 miles from Lake Forest, IL)
- 60+ days ago
WestPoint Financial Group is assisting with the sourcing of this position. The successful candidate will be the direct employee of the advisor team. Our successful and tenured advisors are seeking...
Demographic Data for Lake Forest, IL
Moving to Lake Forest, IL? Find some basic demographic data about Lake Forest, IL below.
Investment Banking Analyst Online Courses and Training Opportunities
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Salary for Investment Banking Analyst Jobs in Lake Forest, IL
Required or preferred licenses and certifications for Investment Banking Analyst positions.
Highest Education Level
Investment Banking Analysts in Lake Forest, IL offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Investment Banking Analyst position
- Annuities
- Asset Allocation
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Equity Research
- Tax Accounting
- Generally Accepted Accounting Principles
- Financial Modeling
- Equities
- Derivatives
- Internal Control
- Hedge Funds
- Wealth Management
- Investment Analysis
- Corporate Finance
- Employee Benefits
- Fixed Income
- Valuation
- Capital Markets
- Investment Banking
- Investment Management
- Financial Analysis
- Sarbanes-Oxley Compliance
- Private Equity
- Financial Services
- Client Relationships
- E-Verify
- Portfolio Management
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Fundraising
- Modeling
- Finance
- Acquisitions
- Accounting
- Strategy Development
- Analytical Skills
- Auditing
- Written Communication
- Presentation
- Verbal Communication
- Data Analysis
- Collaboration
- Documentation
- Coaching
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Leadership
- Communication Skills
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