Name
Vice President, Capital Advisors Posting Title
Investment Banking Vice President, Capital Advisors Date Published
Monday, June 30, 2025 Job Category
Capital Advisors Office
Capital Advisors (Forvis) Advertised Location
US-GA-Atlanta, US-NC-Charlotte, US-NC-Greensboro
Description & Requirements
Forvis Mazars Capital Advisors, LLC, a wholly owned subsidiary of Forvis Mazars, LLP, is seeking a Vice President to join the investment banking team. In this position, your primary responsibility will be helping grow a practice through the execution of investment banking engagements, relationship management and initial development of origination capabilities and contacts. The ideal candidate will have a background of high-quality engagement execution, demonstrate marketing skills, and developing a referral network. This position represents a significant career opportunity for the right individual.
Forvis Mazars Capital Advisors' leadership team takes pride in creating and maintaining a supportive and respectful environment for our team members. Apply if you are interested in learning how we can support your professional and personal goals.
How you will contribute:
- Support and manage investment banking transactions - Prepare marketing materials including executive summary, confidential memorandums, financial modeling, and provide transaction marketing support for merger & acquisition, debt and equity financing, company divestitures, and strategic options analysis engagements.
- Client/Prospect Interaction - Begin developing internal and external relationships to source corporate finance transactions, prepare and deliver client/prospect presentations, work closely with the Managing Directors and local LLP partner/managers and initiatives groups in developing client relationships and marketing strategies.
- Marketing Support- Prepare and execute business development strategies including, participate in corporate finance-related industry conferences and public speaking opportunities, assist in developing articles, marketing letters, news releases, and other avenues to generate exposure and build brand.
We are looking for People with a Forward Vision and:
- 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
- Experience in industries such as manufacturing, distribution, business services, healthcare, food & beverage, construction/infrastructure services, technology, and/or energy
- Thorough understanding of capital advisory services and the M&A process, sell-side and buy-side representation, debt/equity/distressed restructurings, creating buyer/seller strategies, deal structuring, and negotiation
- Previous success and proven history of closing investment banking transactions (book of business contacts) and developing engagement sourcing skills
Minimum Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, Mathematics, or Liberal Arts degree with strong quantitative ability
- Five (5) 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
- Skilled in Excel and PowerPoint
- Prior experience with platforms such as Salesforce, Pitchbook, S&P Capital IQ
- The FINRA Series 63 and 79
|
Forvis Mazars, LLP
Jul 01, 2025