Verified Job
Accounting - Finance
Vice president
Accounting - Finance
#405503
Remote / WFH
Job Description
General information Name Consulting - Capital Advisors - Vice President - Investment Banking Posting Title Investment Banking Vice President Capital Advisors Ref # 2233026 Date Published Friday, July 12, 2026 City Charlotte State North Carolina Country United States Job Category Capital Advisors Office Capital Advisors (Forvis) Advertised Location US-GA-Atlanta, US-IN-Indianapolis, US-NC-Charlotte, US-NC-Charlotte, US-TX-Houston, US-VA-Tysons Working time Full Time 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 growing 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.What You Will Do : 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.
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.
Minimum Qualifications : Bachelor's or Master’s degree in finance, Accounting or Economics or an MBA requiredThe FINRA Series 63 and 7+Experience in industries such as manufacturing, distribution, business services, healthcare, food & beverage, construction / infrastructure services, technology, and / or energy is strongly preferredThorough 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 negotiationPrevious success and proven history of closing investment banking transactions (book of business contacts) and developing engagement sourcing skillsDeep understanding of the capital marketplace, including deal multiples, pricing, structure, potential financing sources and buyers, and an ability to develop capital-raising strategies and execute upon those strategiesSignificant client interaction and experience, particularly showing the ability to develop strong and influential client relationshipsTravel required (up to 30 percent) #LI-ATL, #LI-IND, #LI-CLTSP, #LI-CLTU, #LI-HOU, #LI-TYS #LI-JT1
In this position, your primary responsibility will be growing 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.What You Will Do : 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.
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.
Minimum Qualifications : Bachelor's or Master’s degree in finance, Accounting or Economics or an MBA requiredThe FINRA Series 63 and 7+Experience in industries such as manufacturing, distribution, business services, healthcare, food & beverage, construction / infrastructure services, technology, and / or energy is strongly preferredThorough 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 negotiationPrevious success and proven history of closing investment banking transactions (book of business contacts) and developing engagement sourcing skillsDeep understanding of the capital marketplace, including deal multiples, pricing, structure, potential financing sources and buyers, and an ability to develop capital-raising strategies and execute upon those strategiesSignificant client interaction and experience, particularly showing the ability to develop strong and influential client relationshipsTravel required (up to 30 percent) #LI-ATL, #LI-IND, #LI-CLTSP, #LI-CLTU, #LI-HOU, #LI-TYS #LI-JT1
