Berkeley Research Group

  • BRG Capital Advisors Senior Associate

    Job Locations US | US-IL-Chicago
    Posted Date 3 months ago(11/15/2018 10:56 PM)
    Job ID
    # of Openings
    Consulting Staff
  • Overview

    BRG Capital Advisors is a financial advisory firm that addresses a wide spectrum of financial and strategic needs for our client partners.

    At BRGCA, we provide specific expertise in M&A transaction execution and corporate finance. For several of our clients, we are their outsourced corporate development group, and for others, we augment existing resources. In all cases, we seek primarily to provide “in house” expertise, working side-by-side with our client partners in a manner that is missing from the traditional boutique advisory model.

    BRG’s foundation is built upon considerable expertise in advising on buyside /sellside M&A transactions. BRGCA aspires to build long-term and mutually-valuable relationships that span the breadth of our firm’s operational and transactional expertise.


    BRGCA is headquartered in New York with offices in Chicago, Houston, and Los Angeles.  BRGCA serves variety of industries and geographic regions including Specialty Finance, Corporate Restructuring, Commercial Real Estate, Technology, and Healthcare.


    BRGCA is the broker dealer affiliate of Berkeley Research Group at dynamic fast growing consulting firm based in Emeryville, CA.


    We are seeking a professional in Chicago with at least two years of corporate finance, financial modeling and M&A transaction execution experience to join our growing boutique advisory firm. We offer a unique environment and the opportunity to work directly with clients on M&A transactions and corporate finance initiatives. We are viewed by our client partners as an extension of their core team and proudly maintain a professional yet fun and engaging work environment.

    The candidate we seek should have the ability to demonstrate initiative and “hit the ground running”, as well as thrive in an unstructured environment by managing competing priorities for complex projects transacted over an extended time frame. Our highly entrepreneurial culture provides for a broad range of responsibilities, as well as strong potential for professional growth.



    • Assist in the origination of M&A / Equity Placements / Debt Placements
    • Ensure efficient management and coordination between clients, senior bankers and junior teams, including prioritizing issues, ensuring accuracy of analysis, and management team’s capacity
    • Simultaneously work on multiple transactions with various project teams on all critical aspects of transactions, ranging from client development and initial opportunity evaluation to transaction strategy and execution
    • Oversee the development of and ensure the accuracy of financial analyses, valuation exercises, client presentations, information memoranda and offering documents
    • Work directly with management teams to understand their needs and requests and ensure that they are met in a timely and accurate manner
    • Day-to-day activities of a Senior Associate include: managing financial analysis and modeling, creating and preparing client presentations and marketing materials, interacting with clients, managing deal processes.
    • Travel up to 10%



    • BA or BS with a strong GPA and / or other criteria of distinction from a major undergraduate academic institution
    • A minimum of two years of experience in corporate finance / M&A transaction execution, with a proven transaction execution track record
    • Ability to manage multiple teams on multiple projects and to complete high quality deliverables within a given timeframe
    • Ability to oversee the development and ensure the accuracy of financial and valuation models
    • Ability to lead in the creation of clear and concise presentations and marketing materials for clients, prospects, and partners
    • Strong written and verbal communication skills, with the ability to meet with business leads to discuss any issue and articulate a view
    • Effective time management
    • Strong attention to detail
    • Self-motivation, entrepreneurial drive and spirit
    • A strong sense of ownership for assigned projects and tasks
    • Enthusiastic, positive and hardworking attitude
    • Exceptional Excel, PowerPoint and Word skills


    Candidate must be able to submit verification of his/her legal right to work in the United States, without company sponsorship.


    BRG is an Equal Employment Opportunity/Affirmative Action Employer.  All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status.



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