Offer summary

Qualifications:

Bachelor's degree in Finance, Economics, or related field., 3-5 years of experience in investment banking or financial services., Strong analytical and quantitative skills., Excellent communication and interpersonal abilities..

Key responsibilities:

Conduct financial analysis and valuation of companies.

Prepare pitch books and presentations for client meetings.

Assist in the execution of mergers and acquisitions transactions.

Collaborate with senior bankers to develop client relationships.

Wipfli Corporate Finance Advisors, LLC, is a leading financial services firm for successful middle-market companies. We pride ourselves on earning our clients' confidence through dedication to their strategic and transaction needs while also providing Wall Street-caliber advice and guidance. Whether you seek an advisor to facilitate an M&A transaction or to raise capital, rest assured you will get the senior-level attention and resources you deserve with limited interruption to management, employees, and customers. We work closely with our clients to understand their corporate, strategic, and financial goals; •Plan, develop, and provide advice on the strategy and feasibility of the transaction. •Identify critical issues important to the future success of the business. •Coordinate with tax, accounting, and legal professionals to ensure seamless execution. •Identify capital sources and lead communications, negotiations, and/or meeting coordination with our clients' guidance. Investment banking services provided by RKCA, Inc., Member SIPC/FINRA, 1077 Celestial Street, Cincinnati, Ohio 45202. Phone: 513.371.5533. Certain Wipfli Corporate Finance Advisors, LLC associates are registered representatives of RKCA, Inc. Wipfli Corporate Finance Advisors, LLC is a subsidiary of Wipfli LLP. Certain accounting, tax, business advisory, and other services are provided by Wipfli LLP. RKCA, Inc. does not provide accounting, tax or legal advice. Investing involves the risk of loss. Past performance is not indicative of future results.

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