Investment Banking Associate Business Services

We are partnered with a top tier Upper Middle Market Global Investment Bank looking to add Investment Associates and Vice Presidents on multiple teams in Charlotte, NC. You will have the opportunity to work alongside some of the best bankers in the space, continue to gain sell side M&A experience in industries that are seeing extensive deal flow while working closely with senior leadership!

Key Responsibilities

• Conduct research and prepare analyses on companies, industries, capital markets, historical financials, and prospective financial data.
• Develop financial models, valuation analyses, debt and capital adequacy assessments, marketing materials, and client presentations.
• Support transaction due diligence and related project execution.
• Assist in researching and preparing pitch books for prospective clients, industries, and advisory initiatives.
• Maintain and enhance databases for financing sources, investors, and clients to streamline deal marketing and execution.
• Identify and evaluate deal-appropriate investors.
• Mentor junior analysts and interns.

Ideal Candidate Profile

• Minimum 4-8 years of investment banking experience required.
• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Strong skills in financial modeling, financial statement analysis, and valuation techniques.
• Excellent written and verbal communication skills.
• Ability to manage multiple projects under pressure and meet deadlines.
• Demonstrated success in executing financial and operational due diligence.
• Ability to thrive in a fast-paced, team-oriented environment.
• Must be in Charlotte, NC or willing to relocate.