Investment Banking Analyst, Capital Advisors

We need to output HTML fragment with 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. Must not include Job ID etc. Must preserve all substantive info. Remove boilerplate like EEO, legal notice, etc. Also remove application instructions (like close date? maybe keep? It's metadata but not a section; we can fold into short p). The posting includes description & requirements, then details about role, responsibilities list, qualifications, preferred qualifications, about Forvis Mazars, what we offer (benefits), salary range (Pay), close date (maybe schedule? Not schedule). No schedule info. So we will have sections: About the role (maybe from description), Responsibilities (list of duties), Requirements (minimum qualifications), Qualifications (maybe preferred qualifications?), Skills (maybe combine skills from qualifications?), Benefits (what we offer), Pay (salary range). Schedule: none, so omit. We must not create sections with filler like "commensurate with experience". Pay section we have salary range specifics, so include. We need to use

for section headings. Use

• for any list of duties/requirements/benefits. Use

  for prose. We must preserve all substantive info; do not invent or summarize away detail. So we need to include all bullet points from responsibilities, minimum qualifications, preferred qualifications, benefits, etc. We need to decide how to split content into sections. Section headings allowed: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can map: - About the role: description paragraph about Capital Advisors team, role overview, maybe first paragraph after "Description & Requirements". Could include the paragraph: "The Capital Advisors team provides investment banking...". Also maybe the sentence about "If you thrive in a fast-paced..." etc. We'll include that as prose. - Responsibilities: list of duties under "What You Will Do". That's a big list. We'll put each bullet as

• . - Requirements: Minimum Qualifications bullet list. - Qualifications: Preferred Qualifications bullet list. - Skills: maybe we can extract skills from qualifications? But we already have qualifications sections; maybe we can put skills like "Proficient in Microsoft Excel and PowerPoint", "Strong writing and financial modeling skills", etc. However those are already in Minimum Qualifications. Could move them to Skills section to avoid duplication? But we must preserve all info; we can keep them in Requirements or Skills but not duplicate. Better to follow typical: Requirements = minimum qualifications; Qualifications = preferred qualifications; Skills = maybe we can list specific skills like Excel, PowerPoint, financial modeling, etc. But we risk duplication. However instructions: "Prefer a few substantive sections over many thin ones." So maybe we combine skills into Requirements or Qualifications. But we have to use headings only when posting has real specific content for it. We can decide to not include Skills section if we already covered skills in Requirements/Qualifications. But we need to decide. We have sections: About the role, Responsibilities, Requirements, Qualifications, Benefits, Pay. That's six sections. That's fine. We must not include Schedule. Now we need to extract content. Let's parse the posting. First paragraph: "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 content. Now responsibilities list under "What You Will Do". Let's extract each bullet: - 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 bullet list: - 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 bullet list: - 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 Benefits/What We Offer: paragraph: "What We Offer 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." Also earlier: "Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave." That's under Legal Notice/Colorado Equal Pay section. Actually that sentence appears after "Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave." That's part of the legal notice/Colorado section. We should include benefits info. Thus Benefits section should include: robust total rewards program, flexible work environment, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, parental leave. Also maybe mention "To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers." That's a link; we can keep as prose. Now Pay section: Salary range: Colorado Minimum Salary (USD) $ 76,700; Colorado Maximum Salary (USD) $ 127,900. Also note that salary based on experience etc. We'll include that. Now we need to strip boilerplate: Legal Notice, EEO, equal opportunity, etc. Also remove "Close Date: 12/31/2026" maybe we can keep as short p? It's metadata but not a section; we could fold into a short p at end maybe under About the role? But instructions: "Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

  or drop it." So we can include a short p for Close Date maybe at end. But we might drop it as not essential. However it's substantive? It's a date; maybe we keep as a short p after sections. We must not include any markdown fences. Now produce HTML. Structure:

  About the role

  ... paragraphs ...

  Responsibilities

  • ... each bullet ...
  ...

  Requirements

  • ... each minimum qualification ...
  ...

  Qualifications

  • ... each preferred qualification ...
  ...

  Benefits

  ... benefits paragraph ...

  Pay

  ... salary range ...

  Optionally a

  for Close Date. We must not repeat job title. Good. Now ensure we preserve all substantive info from responsibilities, qualifications, benefits, pay. Let's craft the About the role paragraph(s). Could be two paragraphs: first describing team, second about role and environment. We'll combine into maybe two

  elements. We need to avoid duplication: The About the role includes the sentence "If you thrive in a fast-paced, entrepreneurial and collaborative environment, we would love to talk to you!" and "In this position, you will gain hands-on experience..." etc. Now Benefits paragraph: combine the two sentences: "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." Also add the total compensation and benefits list: "Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave." Could be one paragraph. Now Pay paragraph: "Colorado Minimum Salary (USD) $ 76,700; Colorado Maximum Salary (USD) $ 127,900. Salary will be based on experience, education, and skill set for the position." Also maybe note that total compensation includes benefits etc but we already have benefits. Now Close Date maybe: "Close Date: 12/31/2026". We'll add as a short p at end. Now ensure we didn't include any boilerplate like EEO, legal notice, etc. Let's write. Check for any repeated content: Ensure we didn't miss any bullet. Now