WHO are we looking for?

CAPTRUST is seeking a Senior Strategic Growth Associate to assist with M&A deal sourcing, sales and marketing support, market research and analysis. The ideal candidate will be team-oriented with a strong work ethic, self-starter with strong interpersonal skills, well-organized, collaborative, and accountable all the while possessing a sense of urgency while performing under tight deadlines. This position will have an immediate opportunity to impact efficiency, provide ideas for process improvements, and help drive 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.

These job responsibilities encompass a range of activities aimed at promoting the firm's M&A services, generating leads, and supporting the overall M&A process through strategic marketing and communication efforts.

• Conduct market research to identify potential acquisition targets
• Develop and maintain relationships with industry contacts, including business owners, executives, and intermediaries
• Develop marketing collateral, including brochures, presentations, and case studies, to support M&A initiatives
• Ensure consistent branding and messaging across all marketing materials and communications
• Leverage digital marketing tools and platforms to enhance lead generation and deal sourcing efforts
• Prepare regular reports on marketing performance, lead generation, and deal sourcing efforts
• Call prospects in targeted markets to set appointments gather information
• Follow-up consistently on prospects by calling and contacting them throughout the year
  Develop comprehensive knowledge of CAPTRUST resources and culture to aid in both virtual and live meetings
• Maintain database of industry M&A activity, and help keep internal team apprised of competitive landscape, and other major acquirers
• Work with internal teams and marketing to maintain a library of M&A-specific and firm content to be used with prospects and COIs
• Assist with HQ prospect visit planning, content delivery pre-/during-/post- meeting, and attendee preparation
• Provide general sales support to M&A team for the lifecycle of a transaction sales/closing process

Minimum Qualifications:

• Bachelor’s degree in Finance or equivalent combination of training and experience required
• Basic understanding in financial statement analysis and valuation modeling, as well as the financial advisory landscape
• 2+ years of financial services experience required

Desired Qualifications/Skills:

• Advanced proficiency in Microsoft Office specifically Excel, PowerPoint, Dynamics, and PowerBI
• 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
• Ability to travel to industry events or prospect meetings as appropriate

WHAT can you expect from your career at CAPTRUST?

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:

• Employee ownership opportunities
• Brick Bonus success sharing program
• Comprehensive health coverage + Virgin Pulse wellness platform
• 401(k) program with a 5% employer match + financial planning for colleagues

WHERE will you be working?

4208 Six Forks Rd #1700 | Raleigh, NC 27609

Due to the nature of the role, this role is to be performed on-site, however, there is flexibility.

HOW do we build a world class organization one brick at a time?

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: 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 results that benefit our clients and colleagues, even when faced with challenges
• Inherent desire to give back to our communities and enrich the lives of those around us
• An other-centered mindset
• Integrity through maintaining objectivity 

EEO/Diversity Statement:

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #associate