Job Description and Qualifications:

McNally Capital is seeking to hire an Associate for its Chicago office to primarily support its Direct Investment business.  We are looking for candidates with strong business, analytical, communication and transaction skills who exhibit clear potential for growth, learning and adaptability. 


The ideal candidate will likely have completed an analyst program at a leading investment bank and might also hold Series 79 and Series 63 securities licenses.  To the extent such candidate does not currently hold these licenses we would sponsor and expect the candidate to receive such certifications within the first six months following employment. While the vast majority of responsibilities will be in support of the Direct Investing business, occasions may arise in Merchant Banking when assistance is required.


Title:  Associate (immediate start or Summer 2018)


Type:  Full Time



  • Efficiently and effectively analyze investment opportunities (investment screen, investment memo, valuation models, industry/competitor research)

  • Live investment evaluation and due diligence (data room review, management meeting, business due diligence)

  • Financial modeling, valuation and other analysis

  • Primary and secondary research to develop investment theses and identify attractive acquisition targets

  • Presenting investment opportunities and industry investment theses

  • Portfolio company management projects (strategy, operations, performance management)

  • Portfolio company and fund-of-funds investor reporting

  • Preparation of firm marketing materials and process-related documents

Skills & Experience

  • Ability to complete detailed LBO models and / or bottoms-up P&L projections

  • Transactional / operational experience

  • Strong secondary research capabilities

  • Strong analytical skills

  • Structured thinker with ability to effectively synthesize and communicate complex ideas

  • Effective verbal and written communication skills (email, presentation, document)

Personal Traits

  • Hard working

  • Fast learner

  • Strong interpersonal skills and affable

  • Ambitious; exhibits potential for growth and ability to take on increased responsibility over time

  • Comfortable around senior executives

  • Comfortable with ambiguity; flexible

  • Comfortable with and excited by working in an entrepreneurial, small office environment

Work Experience:  1 - 3 years of professional experience in investment banking program or similar experience


Education:  Bachelor’s degree with excellent academic record (preferably with an emphasis in finance, accounting or economics)


Resume Submission:  Please submit resumes to