Referral Details:
We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process:
After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization.
Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process, we may reach out to you with questions or additional information to ensure a seamless and effective referral experience.
Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process.
If you would like to read more about referral bonus eligibility, please visit InSite: https://wipflillp.sharepoint.com/sites/WipfliAssociateHandbook/SitePages/Associate-Referral-Bonus-Program.aspx
Responsibilities:Responsibilities- Support investment banking team on the execution of M&A transactions.- Assist in preparation of confidential information memos, pitch materials, and presentations.- Develop and maintain complex financial models to perform various financial and valuation analyses.- Conduct comprehensive and in-depth company and industry research.- Play a key role in supporting origination, opportunity evaluation, and deal execution.- Occasional travel, to client sites.Knowledge, Skills and Abilities:Qualifications- Bachelor’s degree required with a major in business, finance, accounting, or economics preferred.- Minimum of 2-3 years of previous experience in investment banking.- SIE Exam, Series 79, and Series 63 licenses must be acquired within 120 days of employment.- Quantitative and data-based skills, including experience in valuation and financial modeling.- Ability to learn quickly and ability to manage several projects at once.- Must reside in or around the Twin Cities and able to commute to the office.- Willing to maintain a hybrid schedule of at least 4 days in office. Cheyenne Lee, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws.Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com.#LI-CL2 #LI-Hybrid
