CMD Global Partners seeks to hire an experienced Associate, with a minimum of 3 – 4 years of experience, in Chicago, IL.

Primary Responsibilities

The Associate will support live transaction execution across sell-side and buy-side  M&A. You’ll report to a VP/Director, work closely with Managing Directors, and engage directly with clients, counterparties, and advisors. Responsibilities include, but are not limited to the following:

People Management: Manage and mentor analysts and interns—set priorities, review work product, provide feedback, and build team capacity.

Transaction Execution: Build and own 3-statement financial model, DCF, LBO, accretion/dilution, trading/transaction comps; sensitize cases; synthesize diligence findings into clear implications.

Materials & Storytelling: Draft and refine CIMs, management presentations, teasers, and bespoke pitch materials with a “client-ready” standard.

Diligence & Workstreams: Coordinate data rooms, Q&A trackers, and third-party workflows (legal, accounting, tax, technical); maintain issues lists and timelines.

Research & Insight: Produce targeted industry, market, and buyer/investor landscapes; translate qualitative/quantitative insight into recommendations for the senior deal team.

Client Exposure: Join client calls/meetings; capture actions, drive next steps, and represent CMD with professionalism befitting a boutique advisory brand.

Process Rigor: Uphold compliance and documentation standards; support engagement letters, NDAs, and closing deliverables alongside the senior team.

Specific Qualifications

The ideal candidate brings strong coaching capabilities and modeling skills, crisp communication, and the judgment to operate efficiently in a fast-paced, entrepreneurial environment.

Experience: Minimum of 3 – 4 years in investment banking (preferred), private equity, corporate development, or transaction advisory with direct M&A execution exposure. Cross-border experience a plus.

Technical Mastery: Advanced Excel (modeling from scratch; error-free) and PowerPoint (clear, client-ready narratives) prowess; comfort with Capital IQ, Mergermarket, DealCloud and virtual data rooms. 

Judgment & Ownership: Strong attention to detail, prioritization under tight timelines, and a service mindset aligned with CMD’s white-glove standard.

Communication: Concise writing, confident verbal presence, and the ability to distill complex analysis for senior bankers and clients.

Cultural Fit: Entrepreneurial, self-starter mindset; collaborative in a boutique team setting.

Education & Licensing: Bachelor’s degree required. SIE/Series 79/63 preferred (or ability to obtain promptly upon hire). Commitment to regulatory integrity and best practices.

What We Offer

• Competitive base salary with performance-based year-end or deal bonuses.
• Health, dental, vision, 401(k) and long-term disability coverage.
• Direct MD exposure, rapid responsibility, and clear advancement in a merit-based boutique.

Securities transactions conducted through CMD Global Partners, LLC – Member FINRA / SIPC.