CAPTRUST · 12 hours ago
Finance Merger & Acquisition Associate
US-NC-Raleigh
Full-time
Onsite
Entry Level
1+ years expCAPTRUST is seeking a Finance Merger & Acquisition Associate to support all reporting and analysis requirements for the M&A Team. The associate will be involved in all aspects of the deal lifecycle, including operational reviews, planning, and post-deal implementation, while contributing to process improvements and insights for the company.
ConsultingCustomer ServiceFinancial ServicesRetirementWealth Management
Responsibilities
Maintain detailed deal records and ensure accuracy in tracking opportunities as they progress through each phase of the deal process
Assist in preparing materials for deals in different phases of the process for internal and external parties
Assist with assessing acquisition target metrics including financial statements, performance and operational fit
Perform financial analysis, pricing and valuation modeling
Participate in due diligence meetings
Perform quality of earning assessments on acquisitions revenues and expenses
Analyze post-close acquisition performance
Create and maintain reporting dashboards, analyses and presentations on passed, lost, won and post close acquisition performance
Evaluate and summarize company, industry, market, and competitor research
Support the M&A team in pipeline and acquisition efforts aligned with our broader revenue and profitability goals
Collaborate with cross-discipline team members to support collaboration and promote a positive acquisition experience
Qualification
Required
Bachelor's degree in Finance or equivalent combination of training and experience required
Understanding financial statement analysis and valuation modeling
1-2 years of finance experience required
Preferred
Advanced proficiency in Microsoft Office specifically Excel
Organization skills with a strong sense of priority, urgency, and commitment to deadlines in a fast-paced environment
Self-starter with a strong work ethic who can prioritize and re-prioritize with little supervision
Detail oriented, deep analytical skills, and a desire to learn
Interpersonal skills to work collaboratively with colleagues at all levels
Benefits
Company discretionary bonus.
Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods
Paid time off (PTO) or Paid Sick Leave (PSL)
Company
CAPTRUST
CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals.
1001-5000 employees
H1B Sponsorship
CAPTRUST 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
2025 (1)
2023 (3)
2022 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$312.5MKey Investors
Carlyle Global PartnersGTCR
2023-09-19Private Equity
2020-06-02Private Equity· $312.5M
Leadership Team
J. Fielding Miller
Chairman and CEO
Daniel George
Principal
Recent News
Rochester Business Journal
2025-10-16
Press Telegram
2025-09-21
Morningstar.com
2025-08-26
Company data provided by crunchbase