Investment Banking Analyst, Capital Advisors
About the role
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.
Responsibilities
- 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