Managing Director, Capital Advisors - Investment Banking

Forvis Mazars, LLP
United States, North Carolina, Charlotte
Oct 13, 2025
General information Name Managing Director, Capital Advisors Posting Title Managing Director, Capital Advisors - Investment Banking Ref # 2234442 Date Published Wednesday, January 22, 2025 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 Forvis Mazars is currently seeking a Managing Director on our Capital Advisors team. In this position, your primary responsibility will be growing a practice through the execution of investment banking engagements, new business development, and relationship management. The ideal candidate will have a background of high-quality engagement execution, strong marketing skills, and a broad network. This position represents a significant career opportunity for the right candidate. Forvis Mazars Capital Advisors, LLC, a wholly owned subsidiary of Forvis Mazars, LLP. Our group is led by a talented team of experienced investment bankers, who have a sincere appreciation for people and how they are each uniquely motivated. If you thrive in a fast-paced, entrepreneurial and collaborative environment, we would love to talk to you! 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: 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 Minimum Qualifications: 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 Qualifications: Significant client interaction and experience, particularly showing the ability to develop strong and influential client relationships Willingness and ability to travel when necessary #LI-CLTSP, #LI-CLTU #LI-JT1