Analyst or Associate, Special Situations Investment Banking

Job Description

Analyst or Associate – Capstone Partners’ Financial Advisory Services, SSIB | Huntington National Bank

The Tone:
This is a full-time role at Capstone Partners, a subsidiary of Huntington National Bank, located in Chicago, Boston, or Dallas. Huntington National Bank is a leading regional bank, and Capstone Partners is one of the largest and most active investment banking firms in the U.S., specializing in advisory services for middle market companies. This position within the Special Situations Investment Banking (SSIB) group is crucial for executing complex transactions, providing vital financial advisory services to companies navigating distressed M&A, private financings, liability management exercises, and restructurings. The role demands a proactive professional who can directly contribute to client engagements and transaction processes, supporting companies through challenging financial lifecycles.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid, Chicago, Boston or Dallas, TX
• Pay: $97000–$150000 yearly
• Team: SSIB group, part of Capstone’s Financial Advisory Services (FAS) team
• Mission: This person executes investment banking and financial advisory services for complex special situations, helping companies navigate distressed M&A, private financings, liability management exercises, and restructurings.
• Tech Stack: Excel, Pitchbook, CapIQ

What You’ll Actually Do
• Model: Prepare, analyze, and develop financial models for historical and projected financial information, including three-statement models, cash flow projections, debt capacity analyses, merger models, and valuation analyses.
• Execute: Manage day-to-day process activities for M&A, capital raise, and liability management/restructuring transactions, ensuring strict deadlines are met.
• Document: Organize and prepare confidential information memoranda, management presentations, marketing pitches, and other essential presentations.
• Diligence: Lead the maintenance and execution of counterparty diligence activities central to various transactions.
• Interact: Build relationships and maintain consistent contact with clients, prospective clients, and professional advisors.

The Must-Haves
• Background: Bachelor’s degree, preferably in accounting, finance, or a related discipline, with core domain knowledge in investment banking and special situations/corporate restructuring.
• Experience: Analyst candidates require 1+ years of investment banking experience, preferably involving special situations/corporate restructuring; Associate candidates require 3+ years of investment banking experience, including at least 2 years in special situation/corporate restructuring.
• Skills: Excellent analytical skills, proficiency in developing and maintaining financial models using Excel, strong verbal and written communication skills, and practical experience with special situations, restructuring, and bankruptcy transactions.
• Bonus: FINRA Series 79 and 63 licenses, experience with Pitchbook and CapIQ, and willingness to travel for client engagements.