Finance Merger & Acquisition Associate

Overview

WHO are we looking for? CAPTRUST is seeking a Finance Merger & Acquisition Associate to support all reporting and analysis requirements for the M&A Team. The associate will be heavily involved in all aspects of the deal lifecycle from pre-deal operational and synergy reviews to Day 1 planning and post-deal implementation. The ideal candidate will be team-oriented with a strong work ethic, well-organized, collaborative, and accountable, with a sense of urgency while performing under tight deadlines.

This position will have an opportunity to impact efficiency, contribute ideas for process improvements, and help drive insights for a rapidly growing company.

• 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 earnings 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

Minimum Qualifications:

• 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

Desired Qualifications/

Skills:

• 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

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

Our Employee Benefits Package shows how much we value our team. Some benefits include:

• 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)

4208 Six Forks Rd #1700 | Raleigh, NC 27609

Due to the nature of the role, this is not a remote or work from home position.

We hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. The difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.

Are you the next brick?

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:

• Ability to build successful, collaborative, and trusting relationships
• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
• A strong sense of urgency about getting work done and solving problems to achieve…