Associate

Position : Associate

Start Date : Summer 2026

Location : Charlotte, NC

Schedule : Full-time

Application Process

Send resume directly to: ***email_hidden*** 

Company Overview

Capitala Group is a capital solutions provider that has been investing private credit and private equity to lower and middle-market businesses throughout North America for over twenty years. Since our inception in 1998, Capitala has invested over $3.2 billion, utilizing our flexible capital mandate to deliver creative financing solutions. We aim to partner with strong management teams to create value and support growth through strategic partnerships, operational expertise, and a shared vision for success.

Associates at Capitala Group play a critical role in supporting the underwriting team by helping to analyze, evaluate and execute a range of transactions including LBOs, recapitalizations, management buyouts, refinancings and growth financings. Principal responsibilities for this position include:

• Work closely with analysts, other associates, VPs and directors to guide investment decisions
• Build financial models for debt and equity transactions to analyze and structure potential investments
• Screen potential transactions, author investment memoranda and participate in presentations to senior management
• Perform business, financial and industry due diligence during deal execution to evaluate merits of a transaction
• Assist in legal documentation drafting and negotiation
• Prepare analyses and marketing presentations for fundraising efforts and investor relations
• Assist with portfolio management tasks including financial statement analysis

Qualifications

Minimum Requirements

• Bachelor’s degree in finance, accounting and/or other related field
• 2-4 years of relevant experience including middle market investment banking, leveraged finance, private equity or related field
• Excellent analytical skills including ability to build complex financial models
• Strong organizational skills with the ability to work on multiple tasks concurrently
• Self-motivated and strong work ethic with the ability to work long hours as needed
• Proven ability to work well in a fast-paced, team-oriented environment
• Keen attention to detail
• Strong written and oral communication skills
• Advanced proficiency in MS Office, including Excel and PowerPoint

Equal Opportunity Employer

Capitala Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Capitala Group complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.