Investment Banking Associate - Business Services

Key Responsibilities

• Conduct research and prepare analyses on companies, industries, capital markets, historical financials, and prospective financial data.
• Develop financial models, valuation analyses, debt and capital adequacy assessments, marketing materials, and client presentations.
• Support transaction due diligence and related project execution.
• Aid in researching and preparing pitch books for prospective clients, industries, and advisory initiatives.
• Maintain and enhance databases for financing sources, investors, and clients to streamline deal marketing and execution.
• Identify and evaluate deal-appropriate investors.

Ideal Candidate Profile

• Minimum 4-8 years of investment banking experience required.
• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Strong skills in financial modeling, financial statement analysis, and valuation techniques.
• Excellent written and verbal communication skills.
• Ability to manage multiple projects under pressure and meet deadlines.
• Demonstrated success in executing financial and operational due diligence.
• Ability to thrive in a fast-paced, team-oriented environment.
• Must be in Charlotte, NC or willing to relocate.