Associate - Market Intelligence/Lead Generation

We need to output HTML fragment with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. No Job ID etc. Remove boilerplate. We need to parse the posting. Content: - Intro about Capstone Partners (company description). Could be "About the role"? Actually "About the role" would be description of the role. The intro includes company description and role description: "Capstone Partners is seeking an Associate on the Market Intelligence/Lead Generation team to conduct research on and author outbound market intelligence reports..." That's role description. So we can put that under

About the role

with paragraphs. - Responsibilities: list of duties: "Publish market intelligence reports, articles, and surveys", "Lead primary research projects including proprietary surveys", "Analyze micro and macro-economic trends for M&A impact", "Write research reports and articles for external publication", "Work collaboratively with Lead Generation Services and Banking Teams", "Support senior members of the team on project execution". Also earlier mentions: "Additional opportunities include writing commentary for the Quarterly Middle Market M&A Update, attending trade shows to build industry knowledge and Business Development skills, coaching junior team members, and assisting senior members of the team on research projects as needed." Those could be responsibilities too. We'll include them. - Requirements: Basic Qualifications: Bachelor's Degree, preferably Economics, Finance, English, or Business; 2+ years of experience in related field. - Qualifications: Preferred Qualifications list: Excellent written and verbal communication skills; High attention to detail; Keen research and critical thinking abilities; Self-motivated that can work successfully both independently and as part of a team; Ability to work on multiple projects on deadline; Strong work ethic and high degree of integrity, discretion, and confidentiality; Working knowledge of Microsoft Word, Excel, Outlook & PowerPoint; Familiarity with Capital IQ, FactSet, and Pitchbook a plus; Must be authorized to work in the United States - E-Verify Employer; Ability to pass a Federal Bureau of Investigations (FBI) background check with fingerprinting to be associated with the broker dealer. Not required to become a registered representative. - Skills: Could be derived from Preferred Qualifications but we already have Qualifications. The instruction says we can have sections like Skills, Benefits, Pay, Schedule only if posting actually states them. There's no explicit Skills section separate from qualifications; but we could treat "Preferred Qualifications" as Skills? However they said use headings like Skills for list of skills. The posting includes many skill-like items. We could put them under

Skills

. But we also have Qualifications. Might be redundant. Better to follow: Use sections only when posting has real specific content for it. The posting includes "Basic Qualifications" and "Preferred Qualifications". Those could map to Requirements and Qualifications sections. Skills maybe not explicitly called out; but we could combine preferred qualifications into Skills. However we already have Qualifications section for preferred qualifications. The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have both Requirements and Qualifications. Skills maybe not needed if content overlaps. But we could still include Skills if we have distinct skill list not covered elsewhere. The preferred qualifications include communication skills, attention to detail, research abilities, self-motivated, ability to work on multiple projects, work ethic, integrity, knowledge of MS Office, familiarity with Capital IQ etc. Those are skills. So we could put them under Skills. Then Qualifications could be for educational/experience requirements (Basic Qualifications). That seems logical: Requirements = Basic Qualifications (education + experience). Qualifications = Preferred Qualifications (skills). But then Skills heading would be duplicate. Better to treat Requirements as Basic Qualifications, Qualifications as Preferred Qualifications, and omit Skills. Or we could treat Requirements as Basic Qualifications, Skills as Preferred Qualifications, and omit Qualifications. The instruction says include a section ONLY when posting has real, specific content for it. It lists possible headings but we don't have to use all. So we can choose which to include based on content. Thus we can have:

About the role

with paragraph(s) describing role and company.

Responsibilities

with ul list of duties.

Requirements

with ul list: Bachelor's Degree, preferably Economics, Finance, English, or Business; 2+ years of experience in related field.

Qualifications

with ul list of preferred qualifications. We should not include Benefits, Pay, Schedule as not mentioned. We must preserve all substantive information; do not invent or summarize away detail. Must not repeat job title as heading. Must not include boilerplate like EEO etc. The posting includes no such boilerplate besides maybe "Must be authorized to work in the United States - E-Verify Employer" etc. That's part of qualifications. We need to ensure we include all details: The company description paragraph at start: "Capstone Partners is one of the largest and most active investment banking firms in the U.S. For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services. Headquartered in Boston, the firm has 175+ professionals in multiple offices across the U.S. With 12 dedicated industry groups, Capstone delivers sector-specific expertise through large, cross-functional teams. Capstone is a subsidiary of Huntington Bancshares Incorporated (NASDAQ: HBAN). For more information, visit www.capstonepartners.com." Then role description: "Capstone Partners is seeking an Associate on the Market Intelligence/Lead Generation team to conduct research on and author outbound market intelligence reports. The reports are essential to Capstone’s business development and brand recognition and are used by thousands of business owners, alliance partners, private equity groups, and news outlets as a valuable source of M&A information. There are five departments within Capstone’ Partner's Lead Generation team: Market Intelligence, Business Development, Sponsor Coverage, Buy-Side Mandates and Corporate Partner Referrals. The Associate will work closely with the firm’s Managing Directors and Directors in 1-3 designated industries to produce reports and articles for outbound business development. Additional opportunities include writing commentary for the Quarterly Middle Market M&A Update, attending trade shows to build industry knowledge and Business Development skills, coaching junior team members, and assisting senior members of the team on research projects as needed." We need to preserve that. We'll put that in About the role. Now Responsibilities: list from "Duties and Responsibilities:" plus the additional opportunities. Let's compile: - Publish market intelligence reports, articles, and surveys - Lead primary research projects including proprietary surveys - Analyze micro and macro-economic trends for M&A impact - Write research reports and articles for external publication - Work collaboratively with Lead Generation Services and Banking Teams - Support senior members of the team on project execution - Write commentary for the Quarterly Middle Market M&A Update - Attend trade shows to build industry knowledge and Business Development skills - Coach junior team members - Assist senior members of the team on research projects as needed Now Requirements (Basic Qualifications): - Bachelor's Degree, preferably Economics, Finance, English, or Business - 2+ years of experience in related field Now Qualifications (Preferred Qualifications): - Excellent written and verbal communication skills - High attention to detail - Keen research and critical thinking abilities - Self-motivated that can work successfully both independently and as part of a team - Ability to work on multiple projects on deadline - Strong work ethic and high degree of integrity, discretion, and confidentiality - Working knowledge of Microsoft Word, Excel, Outlook & PowerPoint - Familiarity with Capital IQ, FactSet, and Pitchbook a plus - Must be authorized to work in the United States - E-Verify Employer - Ability to pass a Federal Bureau of Investigations (FBI) background check with fingerprinting to be associated with the broker dealer - Not required to become a registered representative Check if any of these are boilerplate like "Not required to become a registered representative" - that's specific info, keep. Now output HTML fragment:

About the role

...

etc. We must not include any extra text outside HTML. No markdown fences. Let's craft. We need to ensure we preserve all substantive information, not invent or summarize away detail. So we must keep the exact phrasing? Not required to be verbatim but must not lose detail. We'll paraphrase slightly but keep all points. We'll produce:

About the role

Capstone Partners is one of the largest and most active investment banking firms in the U.S. For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services. Headquartered in Boston, the firm has 175+ professionals in multiple offices across the U.S. With 12 dedicated industry groups, Capstone delivers sector-specific expertise through large, cross-functional teams. Capstone is a subsidiary of Huntington Bancshares Incorporated (NASDAQ: HBAN). For more information, visit www.capstonepartners.com. Capstone Partners is seeking an Associate on the Market Intelligence/Lead Generation team to conduct research on and author outbound market intelligence reports. The reports are essential to Capstone’s business development and brand recognition and are used by thousands of business owners, alliance partners, private equity groups, and news outlets as a valuable source of M&A information. There are five departments within Capstone's Lead Generation team: Market Intelligence, Business Development, Sponsor Coverage, Buy-Side Mandates and Corporate Partner Referrals. The Associate will work closely with the firm’s Managing Directors and Directors in 1-3 designated industries to produce reports and articles for outbound business development. Additional opportunities include writing commentary for the Quarterly Middle Market M&A Update, attending trade shows to build industry knowledge and Business Development skills, coaching junior team members, and assisting senior members of the team on research projects as needed.

Then Responsibilities:

Responsibilities

• Publish market intelligence reports, articles, and surveys
• Lead primary research projects including proprietary surveys
• Analyze micro and macro-economic trends for M&A impact
• Write research reports and articles for external publication
• Work collaboratively with Lead Generation Services and Banking Teams
• Support senior members of the team on project execution
• Write commentary for the Quarterly Middle Market M&A Update
• Attend trade shows to build industry knowledge and Business Development skills
• Coach junior team members
• Assist senior members of the team on research projects as needed

Then Requirements:

Requirements

• Bachelor's Degree, preferably Economics, Finance, English, or Business
• 2+ years of experience in a related field

Then Qualifications:

Qualifications

• Excellent written and verbal communication skills
• High attention to detail
• Keen research and critical thinking abilities
• Self‑motivated, able to work successfully both independently and as part of a team
• Ability to work on multiple projects on deadline
• Strong work ethic and high degree of integrity, discretion, and confidentiality