Investment Banking Associate II

Job Description

About Carnegie Point\n

Carnegie Point is a middle-market investment banking firm specializing in mergers and acquisitions advisory services. We work closely with business owners, management teams, and investors to execute strategic transactions and deliver exceptional outcomes for our clients.

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We are seeking a highly motivated and experienced Investment Banking Associate II to join our growing Charlotte team. The ideal candidate will have 3–5 years of relevant investment banking experience , strong financial modeling and transaction execution capabilities, and the ability to manage multiple workstreams in a fast-paced, entrepreneurial environment.

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This position offers the opportunity to take meaningful ownership of live transactions, work directly with senior bankers and clients, and play an integral role in the firm's continued growth.

Key Responsibilities\n

Transaction Execution & Deal Management

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• Play a key role in the execution of sell-side M&A transactions from initial engagement through closing.
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• Manage transaction workstreams, timelines, deliverables, and communication among internal teams, clients, prospective buyers, and external advisors.
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• Prepare and review confidential information memoranda (CIMs), management presentations, teasers, and other transaction marketing materials.
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• Coordinate buyer outreach, nondisclosure agreements, indications of interest (IOIs), letters of intent (LOIs), and due diligence processes.
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• Assist in evaluating transaction structures, purchase price considerations, and competing offers.
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• Identify and proactively resolve transaction-related issues to maintain deal momentum.
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Financial Analysis & Valuation

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• Develop, maintain, and review detailed financial models, including three-statement projections, discounted cash flow analyses, comparable company analyses, and precedent transaction analyses.
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• Analyze historical financial performance, normalized EBITDA, working capital, and key operating metrics.
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• Perform comprehensive financial and operational due diligence to identify transaction risks, value drivers, and growth opportunities.
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• Prepare valuation analyses and supporting materials for client presentations and transaction negotiations.
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• Ensure the accuracy, consistency, and quality of all financial analyses and transaction deliverables.
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Client & Team Leadership

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• Serve as a key point of contact for clients, prospective buyers, and transaction advisors throughout the deal process.
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• Work directly with senior leadership on transaction strategy, positioning, valuation, and execution.
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• Oversee and review work prepared by junior analysts, providing guidance, mentorship, and quality control.
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• Participate in management meetings, buyer discussions, and transaction-related presentations.
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• Manage multiple concurrent engagements while maintaining high standards of accuracy, responsiveness, and execution.
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Qualifications\n

Required

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• 3–5 years of relevant investment banking experience, preferably with a focus on middle-market M&A advisory.
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• Demonstrated experience executing sell-side and/or buy-side M&A transactions.
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• Advanced financial modeling, valuation, and financial statement analysis capabilities.
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• Strong proficiency in Microsoft Excel and PowerPoint.
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• Experience preparing CIMs, management presentations, and other transaction-related materials.
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• Excellent analytical, organizational, written, and verbal communication skills.
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• Proven ability to manage competing priorities and perform effectively under tight deadlines.
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• Strong attention to detail, professional judgment, and a high degree of accountability.
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• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
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Preferred

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• Prior experience at a middle-market investment bank or M&A advisory firm.
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• Experience managing transaction processes and coordinating directly with business owners, private equity firms, and strategic acquirers.
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• Demonstrated ability to mentor junior team members and independently manage key transaction deliverables.
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Why Join Carnegie Point?\n

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• Meaningful Transaction Exposure: Work on active middle-market M&A engagements with substantial responsibility throughout the transaction lifecycle.
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• Direct Senior-Level Interaction: Collaborate closely with managing directors and senior leadership.
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• Professional Growth: Opportunity to assume increasing responsibility, develop client relationships, and advance within a growing investment banking platform.
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• Entrepreneurial Environment: Join a collaborative, results-oriented team where initiative, ownership, and execution are valued.
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• Competitive Compensation: Competitive base salary and performance-based bonus opportunities commensurate with experience.
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How to Apply\n

Interested candidates should submit a resume and a brief summary of relevant M&A transaction experience for consideration.