Corporate Finance - Investment Banking Associate

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Charlotte, North Carolina (NC) Posted on Sun, 10 July 2022 05:49:54 GMT Competitive Salary Permanent Full Time Source: Deloitte

Position Summary

Deloitte Corporate Finance - Investment Banking Associate

Our middle-market investment banking practice seeks ambitious, creative, and experienced leaders who enjoy an entrepreneurial work environment and look to accelerate their professional development. Our Associate role exposes bankers to a variety of business models, transaction dynamics, and management styles through close interaction with senior bankers. As an Investment Banking Associate, you will coordinate the activities of the various members of the Deloitte Corporate Finance transaction team (and often those of other Deloitte specialists) and manage daily communications with clients.

Work you'll do

You will be at the center of each transaction, providing leadership to your internal and client teams to meet the objectives of the process. As the quarterback of the transaction, an Associate will be responsible for working with senior bankers to manage the cadence and tactics core to the process. You will actively contribute to the strategic positioning of our clients to the market and, in the process, lead teams of analysts through models and analytics to support the creation of marketing and diligence documents. On the back end of the transaction, you will contribute to negotiation strategy and advise legal teams and clients on business issues in definitive agreements. Associates can expect to travel to pitches for new business, due diligence meetings with clients, and negotiations with strategic and private equity buyers.

The team

Deloitte Corporate Finance LLC (“DCF”) is a rapidly growing middle-market investment bank headquartered in Charlotte with offices in New York, Chicago, Dallas, and Los Angeles. The firm advises on a variety of transactions for private equity groups and public and private corporations, including mergers and acquisitions and the raising of private capital. Deloitte Corporate Finance serves all major sectors out of Business and Financial Services, Consumer and Retail, General Industrials, Healthcare & Life Sciences, and Technology, Media, & Telecom industry groups.

Associates work in a collaborative environment where real-time performance feedback is encouraged and will be given responsibilities based on performance and capability. Opportunities for full-time positions may be available to high performers. .


  • Previous investment banking or M&A execution experience
  • MBA in Finance, Accounting and/or Economics or related field
  • Superior leadership and management skills
  • Superior organizational and project management skills
  • Strong verbal and written communication skills
  • Experience performing financial modeling and analysis
  • Strong understanding of financial statements
  • Experience working both independently and collaboratively with a team on multiple tasks and assignments
  • Ability to design and provide research-based financial recommendations as well as develop actionable solutions
  • Ability to travel 30%, on average, based on the work you do and the clients and industries/sectors you serve
  • Upon commencement of employment, have or obtain all required FINRA licenses within sixty (60) days
  • Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

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