Forvis Mazars US · 2 weeks ago
Managing Director, Capital Advisors - Investment Banking
Charlotte, NC
Full-time
Onsite
Lead/StaffForvis Mazars is currently seeking a Managing Director on their Capital Advisors team. The primary responsibility of this role involves growing a practice through investment banking engagements, new business development, and relationship management.
AccountingConsultingFinancial Services
Responsibilities
Managing investment banking transactions - Deal origination and engagement execution for mergers & acquisitions, debt and equity financing, company divestitures, and strategic options analysis engagements
Client/prospect interactions - Developing internal and external relationships to source M&A transactions, prepare and deliver client/prospect presentations, working closely with Forvis Mazars partners/managers and initiatives groups in developing client relationships and marketing strategies
Marketing support - Preparing and implementing business development strategies including, participating in corporate finance-related industry conferences and public speaking opportunities, assisting in developing articles, marketing letters, news releases, and other avenues to generate exposure and build the brand
Team building - Contributing to a high-performing national investment banking practice through active coaching, mentoring, and recruiting
Qualification
Required
Bachelor's or Master's Degree in Finance, Accounting, Economics or related field, MBA preferred
The FINRA Series 63 and 79 or willingness to pursue
Prior experience at a market-leading investment banking firm
Experience in industries such as manufacturing & distribution, food & beverage, technology, business services, and healthcare
Thorough knowledge of sell-side and buy-side representation, debt/equity/distressed restructurings, deal structuring, and capital raising
Previous success and proven track record in new business development and closing investment banking transactions (book of business contacts)
Preferred
Significant client interaction and experience, particularly showing the ability to develop strong and influential client relationships
Willingness and ability to travel when necessary
Company
Forvis Mazars US
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network.
Founded in 2022
5001-10000 employees
H1B Sponsorship
Forvis Mazars US has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (11)
2023 (15)
2022 (2)
Funding
Current Stage
Late StageLeadership Team
T
Tom Watson
Chief Executive Officer
G
Gregory Shoemaker
Chief Technology Officer
Company data provided by crunchbase