Investment Banking Associate

Role: Investment Banking Associate

Location: Charlotte, NC
Team: Distribution M&A
Status: Actively Hiring

Company Summary: We're currently partnered with a global, employee-owned investment bank that has been a consistent force in the industry for over a century. With a reputation for integrity, innovation, and client-first service, this firm has been profitable for 40+ consecutive years and has earned a spot on Fortune's 100 Best Companies to Work For 20 years in a row.

This is a unique opportunity to join a strategic build out of the Distribution team in Charlotte, NC, under newly acquired leadership from a premier investment bank. The team is expanding rapidly and looking for a high-caliber Investment Banking Associate to support the growing team and deal flow.

Elite Platform & Culture

• 100+ years of history, employee-owned, and consistently profitable.
• Recognized for workplace excellence across two decades.
• All-cash compensation structure - no deferred equity or phantom stock.

Market-Leading Distribution Practice

• 160+ transactions totaling over $85B in value.
• Deep expertise across diverse distribution models and end markets.
• High volume of strategic and sponsor-backed deals.

Charlotte Office - A Growth Hub

• Led by seasoned MDs with deep sector expertise in industrials, consumer, and healthcare.
• Tight-knit, collaborative team with direct exposure to senior bankers and clients.
• Clear path for upward mobility - ideal for long-term career growth.

Compensation

• Senior Analyst: $120K-$130K base + year-end bonus
• Associate: $200K flat base + all-cash bonus
• Bonus buyouts available for exceptional candidates.
• Employee ownership means you have a real stake in the firm's success.

The Investment Banking Associate will:

• Lead execution of live M&A deals - modeling, valuation, client presentations, and due diligence.
• Collaborate directly with MDs and VPs in a flat team structure.
• Gain exposure to high-impact transactions across the distribution landscape.
• Play a key role in the Distribution team build out in Charlotte.
• Participate in training and mentoring junior resources.
• Work on M&A transactions throughout the entire deal lifecycle.

The Investment Banking Associate will have:

• Strong M&A execution experience from a reputable platform (bulge bracket, elite boutique, or high-volume middle-market).
• Demonstrated deal reps - especially sell-side.
• Experience working across transactions in the Manufacturing, Distribution, Transportation & Logistics, or related sectors.
• Strong financial acumen.
• Experience conducting due diligence, building financial models, creating marketing materials and pitch decks.
• A Bachelor's degree in Finance, Economics, Accounting or related field.
• Currently located or targeting a relocation to Charlotte, NC.

This role is moving quickly through processes and targeting an urgent timeline - if you're interested in learning more about this exceptional opportunity please do not hesitate to apply in directly below!