Associate and/or Vice President - Capstone Investment Banking

Huntington National Bank; Philadelphia (Philadelphia County); Hybrid; USD 120,000 - 260,000; Full time

Job summary

Capstone Partners is a leading investment banking firm providing M&A advisory, debt and equity placement, and financial advisory services to middle-market clients.

The role involves managing sell-side M&A transactions, executing complex financial analyses, and developing marketing materials. You will coordinate due diligence, interact with clients and buyers, and support deal teams to drive successful closings in a fast-paced environment.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
• At least 3–5 years of investment banking, M&A advisory, valuation, transaction advisory services, corporate development, or private equity experience.
• Experience with live sell-side M&A transactions.
• Strong accounting and financial statement analysis knowledge.
• Experience with Capital IQ, PitchBook, FactSet, or similar databases.
• FINRA Series 79 & 63 exams expected to be held.
• Ability to pass FBI background check and fingerprinting.

Responsibilities

• Manage day-to-day execution of sell-side M&A transactions from engagement through closing.
• Coordinate and track transaction milestones, timelines, and deliverables.
• Assist in third-party outreach and process management during marketing and due diligence.
• Facilitate communications among clients, prospective buyers, attorneys, accountants, lenders, and internal deal teams.
• Support negotiations by preparing analyses and transaction materials.
• Build and maintain financial models (historical projections, DCF, comps, precedent transactions, LBO).
• Analyze financial performance, market position, and growth opportunities.
• Prepare confidential information memoranda, management presentations, teasers, and buyer lists.
• Coordinate due diligence processes and virtual data room activities.
• Review diligence requests and support management responses.
• Monitor buyer inquiries and communicate risks or issues.
• Participate in client meetings and management presentations.
• Help prepare senior bankers for client discussions and negotiations.
• Track industry research and assist with proposals and pitch collateral.

Skills

Financial analysis

Accounting knowledge

Communication skills

Analytical thinking

Project management

Team player

Education

Bachelor's degree in Finance/Accounting/Economics/Business

MBA, CPA, CFA or other advanced credentials

Tools

Capital IQ

PitchBook

FactSet

Job description

Description

Capstone Partners is one of the largest and most active investment banking firms in the U.S. For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services.

Capstone Partners is one of the largest and most active investment banking firms in the U.S. For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services.

Duties And Responsibilities

Transaction Execution

• Manage day-to-day execution of sell-side M&A transactions from engagement through closing.
• Coordinate and track transaction milestones, timelines, and deliverables.
• Assist in third-party outreach and process management throughout marketing and due diligence phases.
• Facilitate communications among clients, prospective buyers, attorneys, accountants, lenders, and internal deal teams.
• Support negotiations by preparing analyses and transaction materials.

Financial Analysis & Valuation

• Build and maintain complex financial models, including:
• Historical and projected operating models
• Discounted Cash Flow (DCF) analyses
• Comparable company analyses
• Precedent transaction analyses
• Leveraged buyout (LBO) analyses
• Analyze company financial performance, market position, and growth opportunities.
• Assess transaction structures and financial implications for clients.

Marketing Materials Development

• Prepare confidential information memoranda (CIMs), management presentations, teasers, and buyer lists.
• Develop investment highlights and industry positioning analyses.
• Conduct industry, market, and competitive research.
• Assist in creating pitchbooks and business development presentations.

Due Diligence Management

• Coordinate due diligence processes and virtual data room activities.
• Review diligence requests and support management teams in preparing responses.
• Monitor buyer inquiries and ensure timely resolution of information requests.
• Identify and communicate potential transaction risks or issues.

Client Relationship Support

• Participate in client meetings, management presentations, and buyer meetings.
• Maintain regular communication with clients throughout the transaction process.
• Help prepare senior bankers for client discussions and negotiations.
• Deliver exceptional client service and professionalism.

Business Development Support (More for Vice President Level)

• Conduct industry and company research.
• Assist with sector coverage initiatives and market intelligence gathering.
• Support preparation of proposals and pitch presentations.
• Track and maintain target company and buyer databases.

Basic Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
• At least 3-5 years (varies per level) of investment banking, M&A advisory, valuation, transaction advisory services, corporate development, or private equity experience.
• Previous experience in elements of live sell-side M&A transactions.
• Strong accounting and financial statement analysis knowledge.
• Experience with Capital IQ, PitchBook, FactSet, or similar databases.
• Will be expected to hold or pass the FINRA Series 79 & 63 exams.
• Ability to pass an FBI (Federal Bureau of Investigations) background check, with fingerprinting, to be associated with the broker dealer.

Preferred Qualifications

• MBA, CPA, CFA, or other advanced credentials are a plus.
• Advanced in Microsoft Excel, PowerPoint, Word, and CRM systems.
• Progressive financial modeling and valuation skills.
• Strong analytical and problem-solving capabilities.
• Exceptional attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Ability to manage multiple transactions and deadlines simultaneously.
• Strong project management and organizational skills.
• Professional presence and client-facing capabilities.
• Team-oriented mindset with a willingness to mentor junior professionals.

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Workplace Type

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice

Visit Huntington's Career Web Site for more details.

Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.