Investment Banking Associate, Capital Advisors

General Information

Name Investment Banking Associate, Capital Advisors Posting Title Investment Banking Associate, Capital Advisors Ref # 2235836 Date Published Thursday, September 25, 2025 Close Date 12/24/2025 City Charlotte State North Carolina Country United States Job Category Capital Advisors Advertised Location US-CO-Denver, US-GA-Atlanta, US-IN-Indianapolis, US-NC-Charlotte Working time Full Time

Description & Requirements

The Capital Advisors group provides investment banking and strategic advisory services to help businesses unlock value through customized liquidity and growth strategies. Specializing in mergers and acquisitions, capital formation, and succession planning, the team serves family-owned, entrepreneur-led, and closely held businesses with objective, high-quality financial advice. By listening closely to clients’ goals and tailoring solutions to fit their vision, Capital Advisors delivers strategic guidance that drives long-term success. 
Forvis Mazars Capital Advisors, LLC, a wholly owned subsidiary of Forvis Mazars, LLP, is seeking an Associate to join the investment banking team. Our group is led by a talented team of experienced investment bankers, who have a sincere appreciation for people and how they are each uniquely motivated. We focus on training and developing our teams to help them reach their full potential. If you thrive in a fast-paced, entrepreneurial and collaborative environment, we would love to talk to you! In this position, you will gain hands-on experience across all phases of sell-side, buy-side and capital-raising transactions, expand your knowledge and build collaborative relationships within the practice and with clients. Further, you will have meaningful support from firm leadership for substantial professional development.

What You Will Do: 

• Conduct industry research and perform financial analyses to support client engagements 
• Perform valuation analyses using methodologies such as comparable company analysis, leveraged buyout (LBO), discounted cash flow (DCF), and precedent transactions 
• Develop financial models to evaluate debt and equity financing alternatives 
• Facilitate transaction due diligence processes and manage information flow among transaction stakeholders 
• Create and maintain materials for marketing presentations, confidential memorandums, and internal resources 
• Develop and refine lists of potential buyers, investors, or acquisition targets 
• Prepare and deliver both standard and customized presentations and pitch materials to clients 
• Pursue professional development through deal execution, special projects, training, and business development initiatives 
• Collaborate with senior bankers on client proposals and transaction execution to gain hands-on experience 

Minimum Qualifications: 

• Bachelor’s degree in Finance, Accounting, Economics, Mathematics, or another discipline with a strong quantitative focus 
• 2+ years of prior investment banking or other finance / accounting positions involving M&A or corporate finance activities such as private equity, transaction services, commercial banking, or business valuation 
• Proficiency in Microsoft Office Suite 

Preferred Qualifications: 

• MBA with relevant concentration 
• 3+ years or more of prior investment banking or other finance/accounting positions involving M&A or corporate finance activities such as private equity, transaction services, or business valuation
• Current and Active Series 79 or Series 63 license, or a clear commitment to obtaining within a specified timeframe 
• Prior experience with platforms such as Salesforce, Pitchbook, S&P Capital IQ

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