Associate - Capstone Partners' Investment Banking, TMT or FinTech

Description

Capstone Partners' Associates work closely with senior team members, while executing a variety of corporate finance transactions and supporting business development initiatives.

Capstone Partners' TMT and Fin Tech teams are each looking for an Associate to help clients in a range of situations.

Capstone Partners is one of the largest and most active investment banking firms in the U.S. For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services.

Headquartered in Boston, the firm has 175+ professionals in multiple offices across the U.S. With 12 dedicated industry groups, Capstone delivers sector-specific expertise through large, cross-functional teams. Capstone is a subsidiary of Huntington Bancshares Incorporated (NASDAQ: HBAN). For more information, visit

• Analyzing companies, industries, historical financial statements and prospective financial information.
• Building financial models and performing valuation analyses.
• Drafting proposal materials and transaction marketing documents.
• Assisting in identifying appropriate investors and/or strategic and financial buyers.
• Managing and executing due diligence.
• Maintaining relationships with client personnel at appropriate levels.
• Analyzing M&A market trends and writing related industry research.
• Updating deal records in firmwide CRM (Deal Cloud).
• Supporting in training, mentoring and oversight of team analysts & interns.
• Strong attention to detail, leadership skills and work ethic.
• Demonstrated aptitude for quantitative and qualitative analysis.
• Solid understanding of financial statements and financial modeling.
• High degree of maturity and integrity.
• Perform other duties as assigned.

• Bachelor's degree in business, economics, finance, accounting or similar
• 2-4 years of investment banking (preferably M&A) experience
• Proficiency with Microsoft Office products and Capital IQ

• TMT or Fin Tech experience preferred
• Strong verbal and written communications skills
• Excellent organizational and problem-solving skills
• Proven leadership and/or mentoring experience
• Advanced knowledge of capital markets, transaction legal matters & risk management
• Self-starting team player who can excel in a fast-paced, entrepreneurial, challenging work environment
• Willingness to travel
• Must be authorized to work in the United States - E-Verify Employer
• Ability to pass an FBI (Federal Bureau of Investigations) background check with fingerprinting to be associated with the broker dealer
• If not held already, will be expected to pass the FINRA Series 79 and potentially the Series 63 exams (Investment Banking Professional)

Exempt Status:
Yes (not eligible for overtime pay) No (eligible for overtime pay)

Workplace Type:
Office

Our Approach to Workplace Type:
Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matters. Specific work arrangements will be provided by the hiring team.

Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

Compensation Range: $120,000-$140,000 annual base salary

The compensation range represents the low and high end of the base compensation range for this…