General information

Name
Consulting - Capital Advisors - Managing Director - Investment Banking
Posting Title
Consulting - Capital Advisors - Managing Director - Investment Banking
Ref #
2234442
Date Published
Wednesday, January 22, 2025
City
Charlotte
State
North Carolina
Country
United States
Job Category
Capital Advisors
Office
Capital Advisors (Forvis)
Advertised Location
US-NC-Charlotte, US-NC-Charlotte
Working time
Full Time

Description & Requirements

Forvis Mazars is currently seeking a Managing Director on our Capital Advisors team. In this position, your primary responsibility will be growing a practice through the execution of investment banking engagements, new business development, and relationship management. The ideal candidate will have a background of high-quality engagement execution, strong marketing skills, and a broad network. This position represents a significant career opportunity for the right candidate.

Forvis Mazars Capital Advisors, LLC, a wholly owned subsidiary of Forvis Mazars, LLP. 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. If you thrive in a fast-paced, entrepreneurial and collaborative environment, we would love to talk to you!

Forvis Mazars Capital Advisors’ leadership team takes pride in creating and maintaining a supportive and respectful environment for our team members. Apply if you’re interested in learning how we can support your professional and personal goals.

How you will contribute:
  • Managing investment banking transactions - Deal origination and engagement execution for mergers & acquisitions, debt and equity financing, company divestitures, and strategic options analysis engagements
  • Client/prospect interactions - Developing internal and external relationships to source M&A transactions, prepare and deliver client/prospect presentations, working closely with Forvis Mazars partners/managers and initiatives groups in developing client relationships and marketing strategies
  • Marketing support - Preparing and implementing business development strategies including, participating in corporate finance-related industry conferences and public speaking opportunities, assisting in developing articles, marketing letters, news releases, and other avenues to generate exposure and build the brand
  • Team building – Contributing to a high-performing national investment banking practice through active coaching, mentoring, and recruiting

We are looking for people with Forward Vision and:
  • Significant client interaction and experience, particularly showing the ability to develop strong and influential client relationships
  • Willingness and ability to travel when necessary

Minimum Requirements:
  • Bachelor's or Master's Degree in Finance, Accounting, Economics or related field, MBA preferred
  • The FINRA Series 63 and 79 or willingness to pursue
  • Prior experience at a market-leading investment banking firm
  • Experience in industries such as manufacturing & distribution, food & beverage, technology, business services, and healthcare
  • Thorough knowledge of sell-side and buy-side representation, debt/equity/distressed restructurings, deal structuring, and capital raising
  • Previous success and proven track record in new business development and closing investment banking transactions (book of business contacts)
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