General information

Name
Investment Banking Senior Associate, Capital Advisors
Posting Title
Investment Banking Senior Associate, Capital Advisors
Ref #
2235171
Date Published
Monday, June 30, 2025
Close Date
09/29/2025
City
Charlotte
State
North Carolina
Country
United States
Job Category
Capital Advisors
Office
Capital Advisors (Forvis)
Advertised Location
US-CO-Denver, US-GA-Atlanta, US-IN-Indianapolis, US-NC-Charlotte, US-NC-Greensboro
Working time
Full Time

Description & Requirements

Forvis Mazars Capital Advisors, LLC, a wholly owned subsidiary of Forvis Mazars, LLP, is seeking a Senior Associate 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.

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:
  • Conduct industry research and perform financial analyses related to client engagements
  • Perform valuation analyses using comparable company analysis, leveraged buyout, discounted cash flow, and comparable transactions
  • Develop financial models to assess debt and equity financing alternatives for transactions
  • Facilitate transaction due diligence processes and information flow between transaction parties
  • Prepare or maintain content for marketing presentations, confidential memorandums, and internal projects / resources
  • Develop potential buyer / investor / target lists
  • Prepare and deliver standard and tailored presentations and pitches to clients
  • Seek opportunities for development through engagement execution, special assignments, training, or business development
  • Gain experience and remain actively involved with client proposals and transaction execution alongside experienced senior bankers
  • Support and mentor junior team members

We are looking for People with a Forward Vision and:
  • 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

Minimum Qualifications:
  • Bachelor's degree in Finance, Accounting, Economics, Mathematics, or Liberal Arts degree with strong quantitative ability
  • Minimum of three (3) years 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
  • The FINRA Series 79 & 63 or willingness to pursue
  • Skilled in Microsoft Excel and PowerPoint

Preferred Qualifications:
  • MBA with relevant concentration preferred
  • Four (4) 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
  • Skilled in Excel and PowerPoint
  • Prior experience with platforms such as Salesforce, Pitchbook, S&P Capital IQ
  • Series 79 and Series 63
#LI-DEN, #LI-ATL, #LI-IND, #LI-CLTSP,
#LI-JT1

Colorado’s Equal Pay for Equal Work Act (SB 19-085)

Pursuant to Colorado’s Equal Pay for Equal Work Act, the salary range displayed is for the Colorado market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.

Colorado Salary Range:
CO Minimum Salary (USD)
$ 65,000
CO Maximum Salary (USD)
$ 108,500
Go back