Investment Banking Associate

Investment Banking Associate

Our client, a highly respected middle-market investment bank, is seeking an Investment Banking Associate to join its growing Charlotte office. This is an outstanding opportunity for a motivated investment banking professional to work on complex M&A and capital raising transactions while gaining direct exposure to private equity sponsors, founder-led businesses, and corporate executives.

The successful candidate will join an entrepreneurial team that provides meaningful responsibility, extensive client interaction, and the opportunity to build deep expertise across multiple industry sectors. Associates are viewed as key contributors to transaction execution and are encouraged to take ownership of deal processes while helping drive the firm's continued growth.

Why This Opportunity?

• Join a reputable middle-market banking platform with a strong track record of successful transactions
• Work directly with leading private equity firms, portfolio companies, and strategic acquirers
• Gain significant responsibility and visibility on live transactions
• Participate in both transaction execution and business development initiatives
• Exposure to a broad range of industries and business models
• Collaborative, entrepreneurial culture with strong mentorship from senior bankers
• Clear path for advancement and long-term career growth

Key Responsibilities

• Execute mergers & acquisitions, capital raising, recapitalization, and strategic advisory engagements
• Develop and maintain complex financial models, valuation analyses, and transaction materials
• Prepare client presentations, pitch books, confidential information memorandums, and management presentations
• Conduct industry, market, and company research to support transaction execution and origination efforts
• Coordinate due diligence processes and manage interactions among clients, buyers, lenders, investors, and advisors
• Participate in management meetings, investor calls, and sponsor discussions
• Work closely with senior bankers on business development efforts and industry coverage initiatives
• Mentor and review work completed by Analysts

Industry Coverage

The firm maintains a strong presence across several key sectors, including:

• Industrials & Manufacturing
• Business Services
• Healthcare
• Technology & Software
• Consumer & Retail
• Transportation & Logistics
• Aerospace & Defense
• Financial Services

Qualifications

• 2-5 years of investment banking experience or successful completion of an investment banking analyst program
• Strong M&A transaction experience and understanding of the deal execution process
• Advanced financial modeling and valuation skills, including DCF, comparable company analysis, precedent transactions, and LBO modeling
• Excellent analytical, presentation, and communication abilities
• Bachelor's degree in Finance, Accounting, Economics, or a related discipline
• Advanced proficiency in Microsoft Excel and PowerPoint
• Highly motivated, detail-oriented, and capable of managing multiple live projects simultaneously

What You'll Gain

• Direct exposure to private equity sponsors and middle-market investors
• Opportunity to develop sector specialization while maintaining broad transaction experience
• Significant client interaction and responsibility early in your tenure
• Competitive compensation and performance-based bonus structure
• Strong mentorship and professional development opportunities
• The ability to grow your career within a respected and entrepreneurial investment banking platform

If you are looking for an opportunity to work alongside experienced dealmakers, support high-profile middle-market transactions, and build relationships with leading private equity investors and business owners, we encourage you to apply.

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