CareerPlan

Investment Banking Associate - Industrials

Charlotte, NC, USFull-time$170k2026-06-01 → 2026-11-09
Hybrid

Core

Investment Banking Associate supporting M&A, capital raising, and strategic advisory for entrepreneurs, family-owned companies, and major corporations in the Industrials & Services sector.

Role type

Associate-level Investment Banker (Sell-side M&A)

Builds

Pitchbooks, information memoranda, management presentations, and transaction execution materials

Domain

Financial Services / Investment Banking / Industrials

Required skills

Financial analysis and modeling, Due diligence execution, Pitchbook creation, Transaction execution, Client relationship management, Data room management

Preferred skills

Experience in Industrials or Services, Top-tier academic credentials, Proficiency with S&P Capital IQ, Pitchbook, Salesforce CRM

Technologies

S&P Capital IQ, Pitchbook, Salesforce CRM

Responsibilities

Organizing and analyzing due diligence processes, Developing valuation analyses and models (LBO, DCF, comparables), Preparing pitchbooks and marketing materials, Compiling and contacting prospective acquirer lists, Performing key transaction execution steps, Supporting senior bankers in client relationship building

Seniority

Associate, hands-on IC