Investment Banking Analyst, Capital Advisors

We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include only sections that have real specific content. The posting includes description, responsibilities (What You Will Do), Minimum Qualifications, Preferred Qualifications, Benefits (What We Offer), Pay (Colorado Salary Range). Also maybe About the role (the initial description). We should not repeat job title. No Job ID. Remove boilerplate like legal notice, EEO, etc. Also remove application instructions (Close Date? maybe not needed). The posting includes "Close Date: 12/31/2026" - that's metadata; we can fold into short p or drop. Probably drop as not substantive. We need to preserve all substantive info. So we need to include: - About the role: description paragraph(s) about Capital Advisors team, Forvis Mazars Capital Advisors, LLC seeking Analyst, group led by talented team, training, fast-paced environment, etc. Also maybe the first paragraph about what you will gain. - Responsibilities: list of duties from "What You Will Do" bullet points (the long list). Use

• . - Requirements: Minimum Qualifications (maybe as Requirements). Could also separate Qualifications and Skills. But we can combine: Requirements section includes Minimum Qualifications bullet list. - Qualifications: Preferred Qualifications bullet list. - Skills: maybe we can extract skills from Minimum Qualifications (proficient in Excel, PowerPoint, strong writing, financial modeling, communication, etc.) but they are already in Minimum Qualifications. Could create a Skills section if we want but risk duplication. The instruction: prefer a few substantive sections over many thin ones. So we could have About the role, Responsibilities, Minimum Qualifications, Preferred Qualifications, Benefits, Pay. That's six sections. - Benefits: What We Offer paragraph. - Pay: Colorado Salary Range details. We must not include sections with placeholder like "commensurate with experience". Not present. We must not repeat job title as heading. We must not include Job ID/requisition numbers. We must not include cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. So we need to strip the Legal Notice, Equal Pay act, etc. Also remove "Close Date: 12/31/2026". Also remove "About Forvis Mazars, LLP" maybe? That's part of description but could be considered boilerplate? It's about the firm; could be considered part of About the role? Might be okay to keep as part of About the role? The instruction: remove legal notice, EEO, etc. The "About Forvis Mazars, LLP" is not legal but is a description of the firm; could be considered part of About the role. However, we already have About the role section covering the team description. Might be redundant. But we can include it as part of About the role if we want to preserve substantive info. The instruction: preserve ALL substantive information; do NOT invent or summarize away detail. So we should keep that paragraph about Forvis Mazars LLP. It's substantive. So we can include it in About the role. Thus About the role will combine the initial description plus the "About Forvis Mazars, LLP" paragraph. Now we need to format. We'll output something like:

  About the role

  ... combined paragraphs ...

  Responsibilities

  • ...
  ...

  Minimum Qualifications

  • ...
  ...

  Preferred Qualifications

  • ...
  ...

  Benefits

  ... What We Offer paragraph ...

  Pay

  Colorado Salary Range: Minimum $76,700, Maximum $127,900 (based on experience, education, skill set). Total compensation includes salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave.

  We need to ensure we don't include schedule section (none). Also we should not include "Skills" separate. Now we need to extract the exact text. Let's copy the relevant parts. From posting: Description & Requirements The Capital Advisors team 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 deliver strategic guidance that drives long-term success. Forvis Mazars Capital Advisors, LLC, a wholly owned subsidiary of Forvis Mazars, LLP, is seeking an Analyst 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. That's the About the role. Then "What You Will Do" list: Conduct company, industry, market, and competitor research to support client engagements, transaction positioning, and strategic recommendations Analyze historical and projected financial performance, operating trends, cash flows, and key business drivers to identify opportunities, risks, and potential transaction considerations Build, maintain, and review integrated financial models to evaluate transaction scenarios, purchase price considerations, and debt and equity financing alternatives Perform valuation analyses using methodologies such as comparable company analysis, precedent transactions, discounted cash flow, and leveraged buyout analysis Support day-to-day execution of sell-side, buy-side, and capital-raising engagements from initial preparation through closing Coordinate due diligence workstreams, virtual data rooms, information requests, Q&A processes, and the flow of information among clients and transaction parties Prepare and refine client-facing materials, including pitch books, proposals, teasers, confidential information memoranda, management presentations, and other transaction marketing materials Develop and evaluate potential buyer, investor, and acquisition target lists using strategic, financial, and industry criteria Participate in client calls, management meetings, presentations, and transaction discussions; prepare analyses and materials that address client and senior banker questions Coordinate with internal specialists and external legal, accounting, tax, financing, and other advisors to help advance transaction workstreams Assist with evaluating transaction structures, financing alternatives, key terms, and strategic considerations Manage assigned workstreams, timelines, and deliverables across multiple engagements, proactively communicating status, issues, and next steps Contribute to business development through company and industry screening, market updates, prospective client materials, and tailored pitch preparation Monitor relevant market activity, industry trends, valuation benchmarks, and capital markets developments to inform client advice and transaction strategy Identify opportunities to improve analytical tools, transaction processes, and internal resources while pursuing development through engagement execution, special assignments, and training Now Minimum Qualifications: Bachelor's degree in Finance, Accounting, Economics, Mathematics, or Liberal Arts degree with strong quantitative ability Minimum of one (1) year of prior investment banking or other finance / accounting related positions involving M&A or corporate finance activities such as private equity, transaction services, or business valuation Series 79 & 63 or willingness to pursue Proficient in Microsoft Excel and PowerPoint Strong writing and financial modeling skills Excellent verbal and written communication skills A commitment to high-quality work with a focus on accuracy and attention to detail Excellent organizational and prioritization skills with an ability to manage multiple priorities Ability to thrive in a fast-paced environment Strong problem-solving and critical thinking skills Ability to identify new and innovative ways to improve success across the organization Ability to effectively manage and administer sensitive and confidential information Preferred Qualifications: MBA with relevant concentration preferred Two (2) 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 Prior experience with platforms such as Salesforce, Pitchbook, S&P Capital IQ Series 79 and Series 63 licenses Now About Forvis Mazars, LLP paragraph: Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally. With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive. Now What We Offer (Benefits): Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers. Now Pay (Colorado Salary Range): Colorado's Equal Pay for Equal Work Act (SB 19-085) Pursuant to Colorado's 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) $ 76,700 CO Maximum Salary (USD) $ 127,900 We need to preserve all substantive info. We can condense but must not lose detail. We should keep the salary range numbers and mention that total compensation includes salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, parental leave. Also note that salary based on experience etc. We can omit the legal act reference? It's substantive but maybe considered boilerplate? It's about Colorado law; but it's part of the posting. The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. The Equal Pay for Equal Work Act is a legal notice; might be considered legal boilerplate. However, it also provides salary range info. The salary range is substantive; we need to keep that. We can keep the salary range and total compensation details, but drop the reference to the Act if considered legal boilerplate. The instruction says remove legal/EEO/equal-opportunity/scam-warning boilerplate. The Equal Pay act is a legal notice; likely to be removed. But we need to keep the salary range. So we can produce a paragraph: "Colorado Salary Range: Minimum $76,700, Maximum $127,900. Salary based on experience, education, and skill set. Total compensation includes salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave." Now we need to ensure we don't include any duplicated lines. Also we should not include "Close Date: 12/31/2026". We'll drop. Now produce HTML. Make sure to use proper escaping? Not needed. We'll output:

  About the role

  The Capital Advisors team provides investment banking and strategic advisory services to help businesses unlock value through customized liquidity and growth