Investment Banking Associate - Industrial
$175,000–$200,000 year
On-siteCharlotte, North Carolina, United States
Job Summary
Lead execution of public equity offerings, mergers and acquisitions, and strategic financial advisory services across industrial sectors. Drive preparation of company valuations, financial models, marketing materials, and client presentations while contributing to business development through research and analysis. Work directly with senior bankers and client executives to gain insight into leadership-level decision-making. Oversee deal execution by directing analysts in their use of AI platforms like Rogo for due diligence and research, while using tools like Power BI to synthesize complex data into strategic advice for clients.
Required Qualifications
- At least one year of full-time experience in an Investment Banking Associate or equivalent role
- Strong analytical skills
- Attention to detail
- Track record of delivering results
- Clear communication
- Strong leadership
- Ability to thrive in a collaborative, high-performing team
- Intellectual agility
- Initiative
- Drive to grow in a fast-paced, client-focused environment
Desired Qualifications
- Experience with AI tools such as Rogo, CoPilot, and auxi
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