Associate - Market Intelligence/Lead Generation

Capstone Partners; Boston (MA); On-site; USD 70,000 - 100,000; Full time

Job summary

Capstone Partners is seeking an Associate on the Market Intelligence/Lead Generation team in Boston to conduct research and author outbound market intelligence reports. The role supports business development with reports used by owners, PE groups, and media.

The Associate will work with Managing Directors and Directors across 1–3 industries to produce reports, write commentary, attend trade shows, and coach junior staff as needed.

Qualifications

• Bachelor's degree required; economics/finance/English/business preferred.

Responsibilities

• Publish market intelligence reports, articles, and surveys.
• Lead primary research projects including proprietary surveys.
• Analyze micro and macro-economic trends for M&A impact.
• Write research reports for external publication.
• Collaborate with Lead Generation and Banking Teams.
• Support seniors on project execution.

Skills

Excellent written communication

Verbal communication

Attention to detail

Research

Critical thinking

Self-motivation

Time management

Integrity and discretion

Education

Bachelor's Degree (Economics, Finance, English, or Business)

Tools

Microsoft Word

Excel

Outlook

PowerPoint

Capital IQ

FactSet

PitchBook

Job 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.

Headquartered in Boston, the firm has 175+ professionals in multiple offices across the U.S. With 12 dedicated industry groups, Capstone delivers sector-specific expertise through large, cross-functional teams. Capstone is a subsidiary of Huntington Bancshares Incorporated (NASDAQ: HBAN). For more information, visit www.capstonepartners.com.

Capstone Partners is seeking an Associate on the Market Intelligence/Lead Generation team to conduct research on and author outbound market intelligence reports. The reports are essential to Capstone's business development and brand recognition and are used by thousands of business owners, alliance partners, private equity groups, and news outlets as a valuable source of M&A information.

There are five departments within Capstone' Partner's Lead Generation team: Market Intelligence, Business Development, Sponsor Coverage, Buy-Side Mandates and Corporate Partner Referrals.

The Associate will work closely with the firm's Managing Directors and Directors in 1-3 designated industries to produce reports and articles for outbound business development. Additional opportunities include writing commentary for the Quarterly Middle Market M&A Update, attending trade shows to build industry knowledge and Business Development skills, coaching junior team members, and assisting senior members of the team on research projects as needed.

Applicants should have 2-3 years of business writing, market research, economic reporting, or other relevant work experience. Specific knowledge in one of Capstone's 12 industry coverage areas is preferred and should be noted in the application.

Duties and Responsibilities:

• Publish market intelligence reports, articles, and surveys
• Lead primary research projects including proprietary surveys
• Analyze micro and macro-economic trends for M&A impact
• Write research reports and articles for external publication
• Work collaboratively with Lead Generation Services and Banking Teams
• Support senior members of the team on project execution

Basic Qualifications:

• Bachelor's Degree, preferably Economics, Finance, English, or Business
• 2+ years of experience in related field

Preferred Qualifications:

• Excellent written and verbal communication skills
• High attention to detail
• Keen research and critical thinking abilities
• Self-motivated that can work successfully both independently and as part of a team
• Ability to work on multiple projects on deadline
• Strong work ethic and high degree of integrity, discretion, and confidentiality
• Working knowledge of Microsoft Word, Excel, Outlook & PowerPoint
• Familiarity with Capital IQ, FactSet, and Pitchbook a plus
• Must be authorized to work in the United States - E-Verify Employer
• Ability to pass a Federal Bureau of Investigations (FBI) background check with fingerprinting to be associated with the broker dealer. Not required to become a registered representative