Analyst - Advisory
Cabrera Capital Markets
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Chicago, IL
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Not Applicable
Posted March 16, 2026
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Responsibilities
Commitments
Responsibilities
- Perform financial modeling and company valuation analysis including leveraged buyout, discounted cash flow, comparable public company and precedent transaction analysis.
- Draft confidential information memoranda, management presentations, marketing materials and other presentations as needed.
- Support senior bankers to develop business development and firm marketing materials.
- Interact with third party service providers including attorneys, accountants, transaction services professionals and consultants.
- Actively contribute as a member of the M&A Advisory Group which will include participation in client-facing roles.
- Prepare and manage virtual data rooms.
- Perform in-depth company and industry research.
- Perform other duties and ad-hoc projects assigned.
Commitments
Individual will have necessary Series 7, 63 and 79 FINRA licenses or will need to be licensed within 6 months of hire.
Ability to travel as needed.
Not Met Priorities
What still needs stronger evidence
Requirements
- Finance, Accounting, Economics.)
- Individual will have necessary Series 7, 63 and 79 FINRA licenses or will need to be licensed within 6 months of hire.
- Previous experience in Investment Banking, Transaction Advisory Services, Commercial Lending or Accounting/Audit.
- Previous experience with financial modeling, financial statement analysis, financial accounting and company valuation.
- Demonstrate proficiency in verbal communication, presentation skills and business writing.
- Ability to manage multiple projects effectively and in a timely manner with exceptional attention to detail.
- Capable of managing a wide range of responsibilities.
- Ability to articulate complex ideas simply and summarize them effectively.
- Commitment to excellence in your work and high professional and ethical standards.
- Self-motivated individual with a strong work ethic and desire to grow professionally
- Ability to work both collaboratively with teams and independently with minimal oversight
- Experience working with Word, Excel, PowerPoint, Pitchbook, Capital IQ and other research databases.
- Ability to travel as needed.
Education
- (Not required) – Bachelor's degree in a relevant field (e.g.
Cabrera Capital Markets (CCM) is a leading investment bank and institutional brokerage firm, serving global corporations, pension funds, private equity firms, and municipalities. The firm is known for its integrity and unwavering commitment to exceeding clients’ expectations. CCM deals in numerous capital markets, including municipal bonds, global equities, and taxable fixed-income securities.
The M&A Advisory group specializes in providing mergers & acquisitions, capital raising and strategic advisory services to middle-market clients. Our team has a long track record of advising families, business owners, corporates, and financial sponsors on a wide range of strategic transactions. We combine extensive transaction experience with deep sector insight to deliver optimal outcomes on behalf of our clients.
We are currently seeking an Analyst for our M&A Advisory Group at Cabrera Capital Markets. The Analyst will work with the M&A Advisory team across a variety of industry sectors on M&A, capital raising and other advisory engagements. The Analyst is closely involved in the preparation of financial analysis, conducting due diligence, developing marketing materials, and supporting transaction deal teams.
Essential Duties And Responsibilities
Perform financial modeling and company valuation analysis including leveraged buyout, discounted cash flow, comparable public company and precedent transaction analysis.
Draft confidential information memoranda, management presentations, marketing materials and other presentations as needed.
Support senior bankers to develop business development and firm marketing materials.
Interact with third party service providers including attorneys, accountants, transaction services professionals and consultants.
Actively contribute as a member of the M&A Advisory Group which will include participation in client-facing roles.
Prepare and manage virtual data rooms.
Perform in-depth company and industry research.
Perform other duties and ad-hoc projects assigned.
Qualifications
Bachelor's degree in a relevant field (e.g. Finance, Accounting, Economics.)
Individual will have necessary Series 7, 63 and 79 FINRA licenses or will need to be licensed within 6 months of hire.
Previous experience in Investment Banking, Transaction Advisory Services, Commercial Lending or Accounting/Audit.
Previous experience with financial modeling, financial statement analysis, financial accounting and company valuation.
Demonstrate proficiency in verbal communication, presentation skills and business writing.
Ability to manage multiple projects effectively and in a timely manner with exceptional attention to detail.
Capable of managing a wide range of responsibilities.
Ability to articulate complex ideas simply and summarize them effectively.
Commitment to excellence in your work and high professional and ethical standards.
Self-motivated individual with a strong work ethic and desire to grow professionally
Ability to work both collaboratively with teams and independently with minimal oversight
Experience working with Word, Excel, PowerPoint, Pitchbook, Capital IQ and other research databases.
Ability to travel as needed.
The M&A Advisory group specializes in providing mergers & acquisitions, capital raising and strategic advisory services to middle-market clients. Our team has a long track record of advising families, business owners, corporates, and financial sponsors on a wide range of strategic transactions. We combine extensive transaction experience with deep sector insight to deliver optimal outcomes on behalf of our clients.
We are currently seeking an Analyst for our M&A Advisory Group at Cabrera Capital Markets. The Analyst will work with the M&A Advisory team across a variety of industry sectors on M&A, capital raising and other advisory engagements. The Analyst is closely involved in the preparation of financial analysis, conducting due diligence, developing marketing materials, and supporting transaction deal teams.
Essential Duties And Responsibilities
Perform financial modeling and company valuation analysis including leveraged buyout, discounted cash flow, comparable public company and precedent transaction analysis.
Draft confidential information memoranda, management presentations, marketing materials and other presentations as needed.
Support senior bankers to develop business development and firm marketing materials.
Interact with third party service providers including attorneys, accountants, transaction services professionals and consultants.
Actively contribute as a member of the M&A Advisory Group which will include participation in client-facing roles.
Prepare and manage virtual data rooms.
Perform in-depth company and industry research.
Perform other duties and ad-hoc projects assigned.
Qualifications
Bachelor's degree in a relevant field (e.g. Finance, Accounting, Economics.)
Individual will have necessary Series 7, 63 and 79 FINRA licenses or will need to be licensed within 6 months of hire.
Previous experience in Investment Banking, Transaction Advisory Services, Commercial Lending or Accounting/Audit.
Previous experience with financial modeling, financial statement analysis, financial accounting and company valuation.
Demonstrate proficiency in verbal communication, presentation skills and business writing.
Ability to manage multiple projects effectively and in a timely manner with exceptional attention to detail.
Capable of managing a wide range of responsibilities.
Ability to articulate complex ideas simply and summarize them effectively.
Commitment to excellence in your work and high professional and ethical standards.
Self-motivated individual with a strong work ethic and desire to grow professionally
Ability to work both collaboratively with teams and independently with minimal oversight
Experience working with Word, Excel, PowerPoint, Pitchbook, Capital IQ and other research databases.
Ability to travel as needed.