Overview

WHO are we looking for?

CAPTRUST is seeking a Mergers & Acquisitions Associate who will work with senior leadership on M&A prospecting support, M&A pipeline management, and marketing coordination. This role requires a detail-oriented professional with strong organizational skills and exceptional communication abilities. The ideal candidate will be team-oriented and possess a sense of urgency while performing under tight deadlines. This position offers an immediate opportunity to drive efficiency, innovate processes, and provide strategic insights for a rapidly growing company. M&A is a key initiative to drive growth of the firm, and as such, has a high degree of interaction and visibility internally and externally.

Responsibilities

• Pipeline Management: Manage, update, and organize the M&A CRM with leads, ensuring data hygiene and cross-referencing information to maintain accuracy and efficiency. Maintain deal records and monitor deal progress
• Strategic and Digital Marketing: Collaborate with the marketing department to create and manage sophisticated marketing collateral to support M&A initiatives. Leverage advanced digital marketing tools, internal resources and social media platforms to enhance lead generation and deal sourcing efforts
• Prospect Engagement: Engage with prospects and investment bankers to set appointments and gather critical information. Conduct prospect research in preparation for management calls and meetings. Provide general sales support to the M&A team for the lifecycle of a transaction sales/closing process
• Event Planning: Assist with HQ prospect visit planning, content delivery, and attendee preparation
• Internal Coordination: Network within CAPTRUST departments, understand the assets available to the M&A team and how to efficiently utilize those resources to strengthen M&A efforts
• Market Research and Competitive Analysis: Conduct thorough market research and keep the internal team informed of the competitive landscape and major acquirers
• Legal Execution: Coordinate NDA execution and information gathering for new deals and prospects to quickly initiate the deal process

Qualifications

Minimum Qualifications:

• Bachelor's degree or equivalent years' of experience
• Basic understanding of financial analysis and valuation modeling as well as the financial advisory landscape
• Basic understanding of the wealth management industry and M&A's important role in it
• 2+ years of experience in business development, marketing, or client service in the investment advisory industry.

Desired Qualifications/Skills:

• Advanced proficiency in Microsoft Office, specifically Excel, PowerPoint, Dynamics, and PowerBI.
• Experience in identifying and participating in new business opportunities that align with strategic growth goals and account plans, and managing these opportunities throughout the entire lifecycle
• Experience developing, updating, and customizing pitchbooks and other marketing materials
• Strong organizational skills with a sense of priority, urgency, and commitment to deadlines.
• Excellent interpersonal skills to work collaboratively with colleagues at all levels.
• Self-starter with a strong work ethic and the ability to prioritize with little supervision.
• Detail-oriented with deep analytical skills and a desire to learn.

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)

WHERE will you be working?

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. #LI-Onsite