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Finance & Banking Associate, Corporate Finance

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Mosaic Capital Partners
Full Time position
Listed on 2026-02-17
Job specializations:
  • Finance & Banking
    Corporate Finance, Financial Consultant, Financial Analyst
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Mosaic Capital Partners Seeks An Associate

February 11, 2026

Mosaic Overview

Based in Charlotte, NC, Mosaic Capital Partners, LLC ("Mosaic") is a private equity firm focused on bringing broad based employee ownership to lower middle market businesses through change‑of‑control transactions. Mosaic invests in companies with EBITDA of $3 – $15 million across the core sectors of business services, niche manufacturing, and consumer. Mosaic manages over $370M of AUM and has supported over 3,000 employee owners in building substantial long‑term wealth.

Investment

Associate Position Summary

We are seeking a highly motivated and analytical Associate to join our investment team starting in Summer 2026. The Associate will play a critical role in evaluating investment opportunities, executing transactions, and supporting portfolio company initiatives. This position is ideal for candidates with 2‑4 years of investment banking experience who are looking to transition into private equity.

Responsibilities
  • Evaluate potential investment opportunities through financial analysis, market research, and due diligence
  • Build and maintain detailed LBO financial models
  • Prepare investment memoranda, presentations, and materials for internal and external stakeholders
  • Assist in transaction execution, including coordination with advisors, legal counsel and management teams
  • Conduct industry and competitive analyses to support investment theses
  • Support portfolio company initiatives, including strategic planning, performance tracking, and add‑on acquisitions
  • Monitor existing investments and prepare regular performance reports
Desired Skills and Experience

Minimum Qualifications
  • Bachelor’s degree from a top‑tier university with strong academic performance
  • 2‑4 years of experience in investment banking, preferably M&A, leveraged finance, or industry coverage groups
  • Strong financial modeling and valuation skills
  • Excellent analytical, quantitative, and problem‑solving abilities
  • High attention to detail and strong organization skills
  • Ability to manage multiple projects in a fast‑paced environment
  • Strong written and verbal communication skills
  • Demonstrated interest in private equity and investing
What We Offer
  • Competitive base salary, performance‑based bonus and benefit package
  • Significant exposure to senior investment professionals and portfolio company leadership
  • Hands‑on deal experience and accelerated professional development
  • Collaborative, entrepreneurial team culture
Location & Travel
  • In‑office role based in Charlotte, NC. Regular travel is expected.

Interested parties should send their resume and cover letter electronically to:

Mosaic is an equal opportunity employer and is committed to building a diverse and inclusive workplace.

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Position Requirements
10+ Years work experience
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