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Investment Banking Associate, Capital Advisors
Job Location:
Job Location:
Charlotte, VT - USA
Yearly Salary:
USD 65000 - 65000
Yearly Salary:
Posted:
29 September 2026 (2 days ago)
Posted:
Application Deadline:
27 December 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
General information
Name
Investment Banking Associate Capital Advisors
Posting Title
Investment Banking Associate Capital Advisors
Ref #
Date Published
Thursday September 25 2025
Close Date
12/24/2025
City
Charlotte
State
North Carolina
Country
United States
Job Category
Capital Advisors
Advertised Location
US-CO-Denver US-GA-Atlanta US-IN-Indianapolis US-NC-Charlotte
Working time
Full Time
Description & Requirements
The Capital Advisors group provides investment banking and strategic advisory services to help businesses unlock value through customized liquidity and growth strategies. Specializing in mergers and acquisitions capital formation and succession planning the team serves family-owned entrepreneur-led and closely held businesses with objective high-quality financial advice. By listening closely to clients goals and tailoring solutions to fit their vision Capital Advisors delivers strategic guidance that drives long-term success.
Forvis Mazars Capital Advisors LLC a wholly owned subsidiary of Forvis Mazars LLP is seeking an Associate to join the investment banking team. Our group is led by a talented team of experienced investment bankers who have a sincere appreciation for people and how they are each uniquely motivated. We focus on training and developing our teams to help them reach their full potential. If you thrive in a fast-paced entrepreneurial and collaborative environment we would love to talk to you!
In this position you will gain hands-on experience across all phases of sell-side buy-side and capital-raising transactions expand your knowledge and build collaborative relationships within the practice and with clients. Further you will have meaningful support from firm leadership for substantial professional development.
What You Will Do:
- Conduct industry research and perform financial analyses to support client engagements
- Perform valuation analyses using methodologies such as comparable company analysis leveraged buyout (LBO) discounted cash flow (DCF) and precedent transactions
- Develop financial models to evaluate debt and equity financing alternatives
- Facilitate transaction due diligence processes and manage information flow among transaction stakeholders
- Create and maintain materials for marketing presentations confidential memorandums and internal resources
- Develop and refine lists of potential buyers investors or acquisition targets
- Prepare and deliver both standard and customized presentations and pitch materials to clients
- Pursue professional development through deal execution special projects training and business development initiatives
- Collaborate with senior bankers on client proposals and transaction execution to gain hands-on experience
Minimum Qualifications:
- Bachelors degree in Finance Accounting Economics Mathematics or another discipline with a strong quantitative focus
- 2 years of prior investment banking or other finance / accounting positions involving M&A or corporate finance activities such as private equity transaction services commercial banking or business valuation
- Proficiency in Microsoft Office Suite
Preferred Qualifications:
- MBA with relevant concentration
- 3 years or more of prior investment banking or other finance/accounting positions involving M&A or corporate finance activities such as private equity transaction services or business valuation
- Current and Active Series 79 or Series 63 license or a clear commitment to obtaining within a specified timeframe
- Prior experience with platforms such as Salesforce Pitchbook S&P Capital IQ
#LI-DEN #LI-ATL #LI-IND #LI-CLTSP
#LI-JT1
Colorados Equal Pay for Equal Work Act (SB 19-085)
Colorados Equal Pay for Equal Work Act (SB 19-085)
Pursuant to Colorados Equal Pay for Equal Work Act the salary range displayed is for the Colorado market. The salary for this role will be based on the experience education and skill set of the individual for the position. Total compensation and benefits consist of salary group health plan benefits 401(K) profit-sharing contributions flexible time off and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
Colorado Salary Range:
CO Minimum Salary (USD)
$ 65000
CO Maximum Salary (USD)
$ 108500
Required Experience:
IC
About Company
Ranked among the largest public accounting firms in the United States, Forvis Mazars is dedicated to providing an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services in all 50 states and internationally. Visit forvismazars.us to learn more.
