Investment Banking Associate

Selby Jennings; Charlotte (NC); On-site; USD 120,000 - 180,000; Full time

Job summary

Selby Jennings in Charlotte is seeking an Investment Banking Associate to play a meaningful role in every stage of the deal process and work directly with senior bankers on live transactions.

You will lead financial modeling, valuation, and creation of marketing materials, while coordinating due diligence and timelines. The role offers significant client exposure in a lean, entrepreneurial environment.

Qualifications

• 3+ years of investment banking experience with meaningful M&A reps.
• Strong M&A transaction experience with demonstrated involvement in live deal execution
• Advanced financial modeling, valuation, and analytical skill set
• Excellent communication and client-facing abilities
• Proven ability to manage multiple workstreams in a fast-paced environment
• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
• Prior middle-market investment banking experience is preferred but not required

Responsibilities

• Lead financial modeling, valuation analysis, and development of marketing materials including CIMs, management presentations, and buyer lists
• Coordinate and oversee due diligence processes, virtual data rooms, and transaction timelines
• Serve as a key day-to-day point of contact for clients, prospective buyers, investors, and external advisors
• Work closely with senior bankers to develop strategic recommendations and execute complex transactions
• Review and mentor Analysts while helping drive overall deal execution within a lean team structure
• Assist with business development initiatives, industry research, and the preparation of pitch materials
• Manage multiple active transaction processes simultaneously across sell-side M&A, buy-side advisory, and capital raising assignments

Skills

Investment banking

M&A

Financial modeling

Valuation

Client-facing

Deal execution

Project management

Education

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

Job description

We are currently partnered with a highly respected, lower middle-market investment bank focused on providing M&A, capital raising, and strategic advisory services to founder-owned, family-owned, and private equity-backed businesses. The firm has built a strong reputation for delivering exceptional client outcomes through a collaborative culture, deep sector expertise, and a steady pace of transaction activity.

Due to continued growth, the team is looking to add an Investment Banking Associate to its Charlotte office. This is an opportunity to join a lean, entrepreneurial platform where Associates play a meaningful role in every stage of the deal process, receive significant client exposure, and work directly alongside senior bankers on live transactions.

Responsibilities

• Manage multiple active transaction processes simultaneously across sell-side M&A, buy-side advisory, and capital raising assignments
• Lead financial modeling, valuation analysis, and development of marketing materials including CIMs, management presentations, and buyer lists
• Coordinate and oversee due diligence processes, virtual data rooms, and transaction timelines
• Serve as a key day-to-day point of contact for clients, prospective buyers, investors, and external advisors
• Work closely with senior bankers to develop strategic recommendations and execute complex transactions
• Review and mentor Analysts while helping drive overall deal execution within a lean team structure
• Assist with business development initiatives, industry research, and the preparation of pitch materials

Qualifications

• 3+ years of investment banking experience with meaningful M&A reps
• Strong M&A transaction experience with demonstrated involvement in live deal execution
• Advanced financial modeling, valuation, and analytical skill set
• Excellent communication and client-facing abilities
• Proven ability to manage multiple workstreams in a fast-paced environment
• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
• Prior middle-market investment banking experience is preferred but not required

Why Consider This Opportunity?

• Consistent deal flow and exposure to a variety of transaction types
• Significant responsibility and direct interaction with clients and senior leadership
• Lean team environment that provides meaningful career progression and visibility
• Opportunity to work across a diverse set of industries and business models
• Collaborative culture that values mentorship, professional development, and entrepreneurial thinking
• Charlotte-based platform with a strong reputation in the middle-market advisory community