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Investment Banking Associate - Financial Services - Specialty Finance

Charlotte #2, NC, US💼 Full-time💰 $175,000–$175,000🗓 2026-09-11 → 2026-09-27

Core

Execute M&A transactions and provide advisory/financing services to corporate clients and financial sponsors in the financial services sector.

Role type

Investment Banking Associate

Builds

M&A deals, equity/debt capital markets transactions, private placements, and restructuring for financial services clients

Domain

Financial Services / Investment Banking

Deliverable

client delivery

Required skills

financial analysis, M&A transaction execution, corporate finance, accounting, financial modeling, business writing

Preferred skills

relationship building, fast-paced environment adaptability

Technologies

N/A

Responsibilities

Conduct financial analysis for M&A transactions, prepare selling memorandums and presentations, build relationships with internal and external stakeholders

Seniority

Associate, 1+ years experience

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