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.
Director, Wealth Management Coach-Champaign, IL
- TIAA
- Evanston, IL (15 miles from Lake Forest, IL)
- 6 days ago
- Evanston, IL (15 miles from Lake Forest, IL)
- 6 days ago
at TIAA in Evanston, Illinois, United States Job Description Wealth Management Coach The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to...
In PersonQuantitative Investment Analyst
- Magnetar Capital
- Evanston, IL (15 miles from Lake Forest, IL)
- 8 days ago
- Evanston, IL (15 miles from Lake Forest, IL)
- 8 days ago
About Magnetar Magnetar is a leading global alternative asset manager with ~$18B AUM as of January 1, 2026. We are based in Evanston, IL-just north of Chicago and easily accessible by the...
In PersonRegional Investment Consultant, North Central Region
- Meeder Investment Management
- Great Lakes, IL (4 miles from Lake Forest, IL)
- 10 days ago
- Great Lakes, IL (4 miles from Lake Forest, IL)
- 10 days ago
Utilizing a consultative approach, the candidate must effectively provide investment solutions across Mutual Funds, Managed Account Solutions, and SMAs....
In PersonExecutive Director, Investment Accounting
- Trustmark Insurance
- Lake Forest, IL
- 60+ days ago
- Lake Forest, IL
- 60+ days ago
We are looking for an Executive Director, Investment Accounting for Trustmark. Please apply if you meet the requirements and are able to work 3 days in the office and 2 at home.
In PersonDemographic 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
- FactSet
- Equity Research
- Financial Statements
- Asset Allocation
- Financial Planning
- Alternative Investments
- Financial Statement Analysis
- Mutual Funds
- Financial Modeling
- Wealth Management
- Investment Analysis
- Hedge Funds
- Investment Banking
- Derivatives
- Valuation
- Restructuring
- Corporate Finance
- Fixed Income
- Estate Planning
- Capital Markets
- Balance Sheets
- Investment Management
- Private Equity
- Financial Analysis
- Client Relationships
- Portfolio Management
- Mergers & Acquisitions
- Financial Services
- Due Diligence
- Asset Management
- Modeling
- Acquisitions
- Finance
- Accounting
- Strategy Development
- Business Development
- Presentation
- Consulting
- Documentation
- Verbal Communication
- Reporting
- Collaboration
- Microsoft PowerPoint
- Bachelor's Degree
- Sales
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Staff Supervision
- Scheduling
- Leadership
- Communication Skills
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