Job Description

General information

Name

Investment Banking Analyst, Capital Advisors

Posting Title

Investment Banking Analyst, Capital Advisors

Ref #

2237612

Date Published

Friday, September 25, 2026

Close Date

12/31/2026

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, US-NC-Charlotte, US-TX-Austin

Working time

Full Time

Description & Requirements

The Capital Advisors team 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 deliver strategic guidance that drives long-term success.

Forvis Mazars Capital Advisors, LLC, a wholly owned subsidiary of Forvis Mazars, LLP, is seeking an Analyst 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 company, industry, market, and competitor research to support client engagements, transaction positioning, and strategic recommendations
• Analyze historical and projected financial performance, operating trends, cash flows, and key business drivers to identify opportunities, risks, and potential transaction considerations
• Build, maintain, and review integrated financial models to evaluate transaction scenarios, purchase price considerations, and debt and equity financing alternatives
• Perform valuation analyses using methodologies such as comparable company analysis, precedent transactions, discounted cash flow, and leveraged buyout analysis
• Support day-to-day execution of sell-side, buy-side, and capital-raising engagements from initial preparation through closing
• Coordinate due diligence workstreams, virtual data rooms, information requests, Q&A processes, and the flow of information among clients and transaction parties
• Prepare and refine client-facing materials, including pitch books, proposals, teasers, confidential information memoranda, management presentations, and other transaction marketing materials
• Develop and evaluate potential buyer, investor, and acquisition target lists using strategic, financial, and industry criteria
• Participate in client calls, management meetings, presentations, and transaction discussions; prepare analyses and materials that address client and senior banker questions
• Coordinate with internal specialists and external legal, accounting, tax, financing, and other advisors to help advance transaction workstreams
• Assist with evaluating transaction structures, financing alternatives, key terms, and strategic considerations
• Manage assigned workstreams, timelines, and deliverables across multiple engagements, proactively communicating status, issues, and next steps
• Contribute to business development through company and industry screening, market updates, prospective client materials, and tailored pitch preparation
• Monitor relevant market activity, industry trends, valuation benchmarks, and capital markets developments to inform client advice and transaction strategy
• Identify opportunities to improve analytical tools, transaction processes, and internal resources while pursuing development through engagement execution, special assignments, and training

Minimum Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, Mathematics, or Liberal Arts degree with strong quantitative ability
• Minimum of one (1) year of prior investment banking or other finance / accounting related positions involving M&A or corporate finance activities such as private equity, transaction services, or business valuation
• Series 79 & 63 or willingness to pursue
• Proficient in Microsoft Excel and PowerPoint
• Strong writing and financial modeling skills
• Excellent verbal and written communication skills
• A commitment to high-quality work with a focus on accuracy and attention to detail
• Excellent organizational and prioritization skills with an 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
• Ability to effectively manage and administer sensitive and confidential information

Preferred Qualifications:

• MBA with relevant concentration preferred
• Two (2) 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
• Prior experience with platforms such as Salesforce, Pitchbook, S&P Capital IQ
• Series 79 and Series 63 licenses

#LI-DEN, #LI-ATL, #LI-IND, #LI-CLTSP, #LI-CLTU, #LI-AUS

#LI-JT1

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.

With a legacy spanning more than 100 years, we’re building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

What We Offer

Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being—empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.

Legal Notice

Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.

It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.

Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.