IB Associate, Industrials & Services – Hybrid (Charlotte)

Mufgamericas; Charlotte (NC); Hybrid; USD 153,000 - 187,000; Full time

Benefits offered by this job

Comprehensive health and wellness benefits

Retirement plans

Educational assistance

Paid maternity and parental bonding leave

Paid vacation, sick days, and holidays

Job summary

A leading financial services firm is seeking an Investment Banking Associate in Charlotte. This role involves organizing and analyzing due diligence processes, developing valuation models, and preparing marketing materials. Candidates should have a minimum of two years experience in M&A advisory with exceptional analytical and communication skills. Licenses such as SIE and Series 79/63 are required. The position offers a competitive salary starting at $170,000 along with a comprehensive benefits package.

Qualifications

• Minimum of two years of sellside M&A advisory and investment banking experience.
• Experience in Industrials or Services preferred.
• SIE and Series 79 and 63 licenses are required.

Responsibilities

• Organizing, reviewing, and analyzing due diligence processes and materials.
• Developing valuation analyses and models.
• Preparing comprehensive pitchbooks and marketing materials.
• Performing key steps in the transaction execution process.
• Supporting senior bankers in establishing client relationships.

Skills

Sellside M&A advisory experience

Financial analysis and modeling

Excellent written and oral communications skills

Critical thinking

Attention to detail

Team player

Proficiency with S&P Capital IQ

Education

Outstanding academic credentials from a top tier school

Tools

S&P Capital IQ

Pitchbook

Salesforce CRM

Online data room platforms

Job description

A leading financial services firm is seeking an Investment Banking Associate in Charlotte. This role involves organizing and analyzing due diligence processes, developing valuation models, and preparing marketing materials. Candidates should have a minimum of two years experience in M&A advisory with exceptional analytical and communication skills. Licenses such as SIE and Series 79/63 are required. The position offers a competitive salary starting at $170,000 along with a comprehensive benefits package.