WHO are we looking for?

CAPTRUST is seeking a M&A Pipeline Management analyst who will work with senior leadership on M&A sales and marketing support, and market research and analysis. This role requires a detail-oriented professional with strong analytical 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.

• Strategic and Digital Marketing: Collaborate with the marketing department to create and manage sophisticated marketing collateral, including brochures, presentations, and case studies, to support M&A initiatives. Leverage advanced digital marketing tools and platforms to enhance lead generation and deal sourcing efforts
• Market Research and Competitive Analysis: Conduct thorough market research and attending industry conferences/events to identify potential acquisition targets and evaluate their strategic fit. Keep the internal team informed of the competitive landscape and major acquirers
• CRM Management: Manage, update, and organize the CRM with leads, ensuring data hygiene and cross-referencing information to maintain accuracy and efficiency
• Prospect Engagement and Follow-Up Strategy: Engage with prospects in targeted markets to set appointments and gather critical information. Implement a consistent follow-up strategy with prospects throughout the year
• Event Planning: Assist with HQ prospect visit planning, content delivery, and attendee preparation

Minimum Qualifications:

• Bachelor's degree or equivalent years’ of experience
• Understanding of financial analysis and valuation modeling
• 10+ years of experience in identifying and leading new business opportunities that align with strategic growth goals and account plans, managing these opportunities throughout the entire lifecycle

Desired Qualifications/Skills:

• Advanced proficiency in Microsoft Office, specifically Excel, PowerPoint, Dynamics, and PowerBI.
• Strong organizational skills with a sense of priority, urgency, and commitment to deadlines.
• 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.
• Excellent interpersonal skills to work collaboratively with colleagues at all levels.
• Ability to travel to industry events or prospect meetings as needed.

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 + Personify 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 is not a remote or work from home position. #LI-Onsite

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. #mid-senior