Investment Banking Associate, M&A & Capital Advisory

Forvis Mazars, LLP; Austin (TX); On-site; USD 92,000 - 153,000; Full time

Job summary

Forvis Mazars, LLP is seeking an Investment Banking Associate for the Capital Advisors group in a fast-paced, collaborative environment. You will gain hands-on experience across sell-side, buy-side, and capital‑raising engagements, with substantial support for professional development from firm leadership.

You will conduct research, build financial models, perform valuations, and prepare client-facing materials while coordinating due diligence and deal execution across multiple engagements.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Mathematics, or Liberal Arts.
• 2+ years of investment banking or related finance roles involving M&A or corporate finance.
• Series 79 & 63 licenses or willingness to pursue.
• Proficient in Microsoft Excel and PowerPoint.
• Strong writing and financial modeling skills.
• Excellent verbal and written communication skills.
• Commitment to high-quality work with attention to detail.
• Excellent organizational and prioritization skills with ability to manage multiple priorities.
• Ability to thrive in a fast-paced environment.
• Strong problem-solving and critical thinking skills.
• Ability to identify new and innovative ways to improve success across the organization.

Responsibilities

• Conduct company, industry, market, and competitor research to support client engagements and transaction positioning.
• Analyze historical and projected financial performance, operating trends, cash flows, and key drivers to identify opportunities and risks.
• Build and review integrated financial models to evaluate transaction scenarios and financing options.
• Perform valuation analyses using comps, precedents, DCF, and LBO approaches.
• Support day-to-day execution of sell-side, buy-side, and capital-raising engagements.
• Coordinate due diligence workstreams and information flow among clients and parties.
• Prepare client-facing materials including pitch books, teasers, and CIMs.
• Develop buyer/investor lists using strategic and financial criteria.
• Participate in client calls and management meetings; prepare analyses for questions.
• Coordinate with internal and external specialists to advance workstreams.
• Assist in evaluating transaction structures and terms.
• Manage workstreams, timelines, and deliverables across engagements.
• Review analyst work and guide junior team members.
• Contribute to business development with market updates and tailored pitches.
• Monitor market activity and valuation benchmarks to inform strategy.
• Identify opportunities to improve analytical tools and processes.

Skills

Financial modeling

Writing & communication

Analytical ability

Problem solving

Attention to detail

Education

Bachelor’s degree in Finance/Accounting/Economics

MBA preferred

Tools

Microsoft Excel

PowerPoint

Job description

Forvis Mazars, LLP is seeking an Investment Banking Associate for the Capital Advisors group in a fast-paced, collaborative environment. You will gain hands-on experience across sell-side, buy-side, and capital‑raising engagements, with substantial support for professional development from firm leadership.

You will conduct research, build financial models, perform valuations, and prepare client-facing materials while coordinating due diligence and deal execution across multiple engagements.