Associate - Capstone Partners' Market Intelligence/Lead Generation
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-10-05
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Finance & Banking
Financial Analyst, Capital Markets, Investment Banking, Corporate Finance
Capstone Partners is seeking an Associate on the Market Intelligence/Lead Generation team to conduct research on and author outbound market intelligence reports. The reports are essential to Capstone’s business development and brand recognition and are used by thousands of business owners, alliance partners, private equity groups, and news outlets as a valuable source of M&A information. There are five departments within Capstone’ Partner's Lead Generation team:
Market Intelligence, Business Development, Sponsor Coverage, Buy‑Side Mandates and Corporate Partner Referrals. The Associate will work closely with the firm’s Managing Directors and Directors in 1‑3 designated industries to produce reports and articles for outbound business development. Additional opportunities include writing commentary for the Quarterly Middle Market M&A Update, attending trade shows to build industry knowledge and Business Development skills, coaching junior team members, and assisting senior members of the team on research projects as needed.
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
- Publish market intelligence reports, articles, and surveys
- Lead primary research projects including proprietary surveys
- Analyze micro and macro‑economic trends for M&A impact
- Write research reports and articles for external publication
- Work collaboratively with Lead Generation Services and Banking Teams
- Support senior members of the team on project execution
- Bachelor's Degree, preferably Economics, Finance, English, or Business
- 2+ years of experience in related field
- Excellent written and verbal communication skills
- High attention to detail
- Keen research and critical thinking abilities
- Self‑motivated individual who can work successfully both independently and as part of a team
- Ability to work on multiple projects on deadline
- Strong work ethic and high degree of integrity, discretion, and confidentiality
- Working knowledge of Microsoft Word, Excel, Outlook & Power Point
- Familiarity with Capital IQ, Fact Set, and Pitchbook a plus
Must be authorized to work in the United States - E-Verify Employer Ability to pass a Federal Bureau of Investigations (FBI) background check with fingerprinting to be associated with the broker dealer. Not required to become a registered representative
Exempt StatusYes = not eligible for overtime pay;
No = eligible for overtime pay
Office 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 matter.
Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants…
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