New

Senior Associate, Capital Advisors

Forvis Mazars, LLP
United States, North Carolina, Charlotte
Mar 26, 2026
General information Name Senior Associate, Capital Advisors Posting Title Senior Associate, Capital Advisors Ref # 2236631 Date Published Monday, March 23, 2026 City Charlotte State North Carolina Country United States Job Category Capital Advisors Advertised Location US-NC-Charlotte, 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. 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. Forvis Mazars Capital Advisors' leadership team takes pride in creating and maintaining a supportive and respectful environment for our team members. Apply if you're interested in learning how we can support your professional and personal goals. 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 Mentor and provide training to junior team members to support their professional growth and enhance team effectiveness Minimum Qualifications: Bachelor's degree in Finance, Accounting, Economics, Mathematics, or another discipline with a strong quantitative focus Four (4) 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 Current and Active Series 79 or Series 63 license, or a clear commitment to obtaining within a specified timeframe Proficiency in Microsoft Office Suite Preferred Qualifications: MBA with relevant concentration Current and Active Series 79 or Series 63 license Prior experience with platforms such as Salesforce, Pitchbook, S&P Capital IQ #LI-CLTSP, #LI-CLTU #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, the firm's 7,000 dedicated team members provide an Unmatched Client Experience through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more. Forvis Mazars, LLP is an equal opportunity/affirmative action employer. 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 unsolicited referrals and/or resumes 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 agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.