Investing Analyst - 2027

You will join Citizens Capital Markets & Advisory as a 2027 Investment Banking Analyst in Charlotte, NC, executing middle-market M&A and capital markets transactions across industry coverage and product groups. Working alongside junior and senior professionals, you will prepare financial models, pitch materials, and transaction documents from day one. The program places analysts into specific teams, with Charlotte opportunities in Industry Coverage across Aerospace, Defense & Government Svcs, Industrial Equipment & Distribution, Commercial & Residential Svcs, Financial Institutions, and Communications, plus Mergers & Acquisitions in Consumer, Franchise & Restaurant. You will collaborate across Leveraged Capital Markets, M&A, and Equity Capital Markets to support live deals and business origination. This role suits a recent graduate with strong analytical ability, leadership, and a drive to own responsibilities in a dynamic banking environment.

Join Union Square Advisors as an Investment Banking Associate to lead quantitative analysis for corporate clients. This role focuses on executing deals and supporting senior bankers across M&A transactions. You will manage day-to-day operations and collaborate with cross-functional teams to deliver high-quality deliverables.

The Analyst supports acquisition and development evaluations assisting senior leadership. Responsibilities span financial analysis market research due diligence financing business planning and closing. Build and maintain financial models using Excel and Argus perform negotiations analyze capital structures and prepare presentations for investment committees and lenders. This role involves managing due diligence coordinating closings and supporting asset management activities.

You will own market and company research for a private equity firm evaluating AI, SaaS, and other high-growth sectors. You will transform ambiguous questions into structured analyses, target lists, and investment recommendations. You will work directly with the investment team, supporting sourcing, diligence, and portfolio strategy. This remote role suits analysts who thrive on variety and rapid iteration across multiple projects.

You will execute M&A transactions for financial institutions, working directly with senior partners from day one. You will own the financial models, client presentations, and deal documents for live engagements at Olsen Palmer, a nationally recognized boutique bank. Your work spans S&P Global research, pro forma merger analysis, and direct client interaction. This role accelerates your path to senior banker, with mentorship from partners who built the firm.

G2 Capital Advisors seeks an analyst to support sell-side buy-side and capital markets teams with research and client interactions. This role drives value-added insights and builds client-facing materials while collaborating with a fast-growing team.