Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.  

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Job Description:

 

Baker Tilly Capital, LLC, a boutique investment bank specializing in Mergers & Acquisitions (M&A), capital sourcing, project finance and corporate finance advisory services, has an incredible career opportunity for an Analyst to join our growing practice in our Chicago. Our M&A practice is made up of professionals working closely with middle market companies nationwide to help maximize opportunity and minimize risk associated with a variety of strategic transactions to grow, acquire, consolidate, finance or exit a business. Paired with strong client relationships and business-focused perspectives, this specialization allows us to bring tangible value to each client engagement or transaction. Under the direction of a Managing Director, Vice President, Associate, or Senior Analyst, an Analyst is expected to perform many of the elements of an engagement.

You will enjoy this role if:

• You would like to work with a variety of middle market clients and help them maximize their value by completing transactions for public and private companies. Clients are in industries such as business services, manufacturing and distribution, food and beverage, healthcare and consumer products throughout the United States and internationally.
• You want to continue to expand your leadership experiences and hone your skills as a comprehensive Investment Banking/ Finance professional in the areas of executing sell-side and buy-side M&A strategies and identifying cost-effective financing alternatives and sources.
• You crave a leadership opportunity to be part of a thriving Mergers & Acquisitions practice where you are part of a talented, down-to-earth team that thrives on collaboration.
• You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow.

What You’ll Do:

• Interact directly with transaction team members on matters related to client and engagement management
• Create transaction financial models to be used in valuation, structuring and negotiation
• Prepare detailed memoranda and presentations describing the key attributes of client companies and industries
• Data gathering, document review and preparation of reports
• Research & financial analysis of target companies
• Communication with business owners to ensure delivery of exceptional client service
• Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs

Qualifications

• Bachelor's degree in Finance, Accounting or related field required.
• One (1)+ year of experience in investment banking, business valuation services, commercial banking, or public accounting.
• Demonstrated analytical, problem-solving, organizational, interpersonal, project management, communication, and highly developed Microsoft Suite skills required.
• Experience creating discounted cash flow and leveraged buyout models and analysis.
• Ability to provide exceptional client service, demonstrate commitment to continuous learning, display appropriate ethical knowledge and commitment and exhibit a sense of urgency and commitment to quality and the timely completion of duties.