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.

• 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

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.

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:

• 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

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.

It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws.#associate

This position will remain open until filled.