Investment Banking Analyst, Capital Advisors

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 need to parse the posting. The posting includes description and requirements. Let's extract sections: - About the role: The description about Capital Advisors team, what they do, etc. Could be "About the role" or "About the position". The posting starts with "Description & Requirements". Then paragraphs about team, etc. Then "Forvis Mazars Capital Advisors, LLC ... is seeking an Analyst". Then description of group, etc. Then "In this position, you will gain hands-on experience...". That could be about the role. So we can put that under About the role. - Responsibilities: The bullet list under "What You Will Do". That's a list of duties. So we can put under Responsibilities. - Requirements: Minimum Qualifications and Preferred Qualifications? Usually Requirements includes Minimum Qualifications. Qualifications maybe separate? The instruction says we can have sections: Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide what to put where. We have Minimum Qualifications bullet list (education, experience, Series 79 & 63, proficiency, skills). Also Preferred Qualifications bullet list. We could put Minimum Qualifications under Requirements, Preferred Qualifications under Qualifications (or maybe Skills). But we also have skills listed: Proficient in Microsoft Excel and PowerPoint, Strong writing and financial modeling skills, Excellent verbal and written communication skills, etc. Those could go under Skills. We need to avoid filler like "commensurate with experience". Not present. We have Pay: The posting includes Colorado Salary Range: Minimum $76,700, Maximum $127,900. Also mentions total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, parental leave. So we have Pay and Benefits. Schedule: Not mentioned. No schedule info. So we should not include Schedule section. Benefits: The posting mentions group health plan benefits, 401(K), profit-sharing contributions, flexible time off, parental leave. Also "flexible work environment". So we can include Benefits. Pay: Salary range. Now we need to ensure we don't repeat job title as heading. Not needed. We need to preserve all substantive information; do not invent or summarize away detail. So we need to include all details from the posting, but we can format them into sections. We must remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. The posting includes Legal Notice, EEO, etc. We must remove those. Also "Close Date: 12/31/2026" maybe considered metadata; we could fold into a short p or drop. The instruction: 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, but it's minor metadata. Could drop it. Probably better to drop it to keep only substantive content. But we need to preserve ALL substantive information; close date is not substantive about the job? It's metadata. Could drop. The instruction says fold minor metadata into a short p or drop it. So we can either include a short p with "Close Date: 12/31/2026". I'd include a short p at the end maybe. Now we need to output only HTML fragment, no /, no markdown fences. We'll structure:

About the role

... paragraphs ...

Responsibilities

• ... each duty ...

Requirements

• ... minimum qualifications ...

Qualifications

• ... preferred qualifications ...

Skills

• ... skills ...

Benefits

• ... benefits ...

Pay

... salary range ...

Optionally a

for Close Date. We must ensure we don't create sections with filler. All sections have content. Now we need to extract the exact text. Let's copy relevant parts. About the role: The description before "What You Will Do". Let's gather: "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 seems good. Now Responsibilities: The 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 Requirements (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 Now Qualifications (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 Skills: Some of the above are skills; but we already have many skills in Requirements. However we could separate: maybe Skills section includes Proficient in Microsoft Excel and PowerPoint, Strong writing and financial modeling skills, Excellent verbal and written communication skills, 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. But those are already in Requirements. To avoid duplication, we could put those under Skills and keep Requirements focused on education/experience/licenses. But the instruction says preserve ALL substantive information; we can duplicate? Better to not duplicate; we can allocate. Let's think: The posting lumps Minimum Qualifications includes both education/experience and skills. We could split: Requirements: education and experience; Qualifications: preferred education/experience; Skills: skills. That seems logical. Thus: Requirements (Minimum Qualifications) will include: - 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 Qualifications (Preferred Qualifications) will include: - 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 Skills section will include: - 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 Now Benefits: The posting says: "Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave." Also earlier: "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." So we can list benefits: group health plan benefits, 401(K) plan, profit-sharing contributions, flexible time off, parental leave, flexible work environment. We'll put as list. Pay: Salary range: Colorado Minimum Salary $76,700, Colorado Maximum Salary $127,900. Also note that total compensation includes salary etc. We'll put: "Salary range: $76,700 – $127,900 (Colorado market)." Now Close Date: we can add a short p at end: "

Close Date: 12/31/202