Investment Associate Jobs in Charlotte, NC
Investment Associate jobs in Charlotte are concentrated in Uptown, South End, and Ballantyne, across private equity, wealth management, and commercial banking. Demand is active, with MUFG, Citizens, and Barings among those posting openings right now. Scan the live roles below and apply to whichever ones fit.
Find Investment Associate JobsOverview
Showing 4 of 14+ Investment Associate jobs
Investment Banking Associate – Aerospace, Defense & Government (AD&G)
Location: Charlotte, NC
Business Unit: Investment Banking – Global Industrials / Aerospace, Defense & Government (AD&G)
Position Overview
Jefferies is seeking an Investment Banking Associate to join its Aerospace, Defense & Government (AD&G) team in Charlotte. The Associate will play a critical role in executing M&A, strategic advisory, equity and debt financing transactions for domestic and international clients across the aerospace, defense, government services, and related industrial sectors. The role offers significant client exposure and direct interaction with senior bankers and executive management teams.
Key Responsibilities
- Execute buy-side and sell-side M&A transactions, capital raises, and strategic advisory assignments.
- Build and review sophisticated financial models, including:
- Discounted Cash Flow (DCF)
- Comparable Company Analysis
- Precedent Transaction Analysis
- Leveraged Buyout (LBO) Analysis
- Merger and Accretion/Dilution Models
- Perform valuation, financing, and strategic analyses in support of client transactions.
- Prepare client presentations, pitch materials, confidential information memoranda (CIMs), management presentations, offering memoranda, and other transaction-related documentation.
- Conduct industry, market, and company-specific research focused on the Aerospace, Defense & Government sector.
- Participate in due diligence processes and coordinate workstreams among internal and external stakeholders.
- Manage analysts and oversee work product to ensure quality and accuracy.
- Develop and maintain client relationships through transaction execution and business development efforts.
- Work closely with product partners across equity capital markets, debt capital markets, leveraged finance, restructuring, and sector coverage teams.
Qualifications
Required
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline.
- 3+ years of investment banking, corporate finance, transaction advisory, related experience or advanced degree.
- Strong financial modeling and valuation skills.
- Experience executing M&A and/or capital markets transactions.
- Exceptional analytical, quantitative, and problem-solving abilities.
- Advanced proficiency in Microsoft Excel, PowerPoint, and Word.
- Excellent written and verbal communication skills.
- Ability to manage multiple projects in a fast-paced environment while meeting tight deadlines.
- Demonstrated leadership and team management capabilities.
Preferred
- Prior Aerospace, Defense, Government Services, Industrials, or related sector experience.
- FINRA Series 79 and Series 63 licenses (or ability to obtain promptly upon hire).
- MBA or advanced finance-related credentials
#LI-DNI
Salary Range: $175,000 - $225,000
Investment Banking Associate – Aerospace, Defense & Government (AD&G)
Location: Charlotte, NC
Business Unit: Investment Banking – Global Industrials / Aerospace, Defense & Government (AD&G)
Position Overview
Jefferies is seeking an Investment Banking Associate to join its Aerospace, Defense & Government (AD&G) team in Charlotte. The Associate will play a critical role in executing M&A, strategic advisory, equity and debt financing transactions for domestic and international clients across the aerospace, defense, government services, and related industrial sectors. The role offers significant client exposure and direct interaction with senior bankers and executive management teams.
Key Responsibilities
- Execute buy-side and sell-side M&A transactions, capital raises, and strategic advisory assignments.
- Build and review sophisticated financial models, including:
- Discounted Cash Flow (DCF)
- Comparable Company Analysis
- Precedent Transaction Analysis
- Leveraged Buyout (LBO) Analysis
- Merger and Accretion/Dilution Models
- Perform valuation, financing, and strategic analyses in support of client transactions.
- Prepare client presentations, pitch materials, confidential information memoranda (CIMs), management presentations, offering memoranda, and other transaction-related documentation.
- Conduct industry, market, and company-specific research focused on the Aerospace, Defense & Government sector.
- Participate in due diligence processes and coordinate workstreams among internal and external stakeholders.
- Manage analysts and oversee work product to ensure quality and accuracy.
- Develop and maintain client relationships through transaction execution and business development efforts.
- Work closely with product partners across equity capital markets, debt capital markets, leveraged finance, restructuring, and sector coverage teams.
Qualifications
Required
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline.
- 3+ years of investment banking, corporate finance, transaction advisory, related experience or advanced degree.
- Strong financial modeling and valuation skills.
- Experience executing M&A and/or capital markets transactions.
- Exceptional analytical, quantitative, and problem-solving abilities.
- Advanced proficiency in Microsoft Excel, PowerPoint, and Word.
- Excellent written and verbal communication skills.
- Ability to manage multiple projects in a fast-paced environment while meeting tight deadlines.
- Demonstrated leadership and team management capabilities.
Preferred
- Prior Aerospace, Defense, Government Services, Industrials, or related sector experience.
- FINRA Series 79 and Series 63 licenses (or ability to obtain promptly upon hire).
- MBA or advanced finance-related credentials
#LI-DNI
Salary Range: $175,000 - $225,000
See All 14 Investment Associate Jobs in Charlotte
Find roles in Charlotte that match your experience and apply in just a few clicks.
Find Investment Associate JobsInvestment Associate Job Market in Charlotte
Who's Hiring
Top Industries Hiring
- Investment & Asset Management
- Law & Legal Services
- Staffing & Recruiting
- Banking & Financial Services
Investment Associate Jobs in Charlotte: Frequently Asked Questions
How do I get a investment associate job in Charlotte?
The strongest path into Charlotte's investment associate market runs through its financial services core: the large regional banks headquartered Uptown, the private equity and asset management firms concentrated in South End, and the family offices and RIAs clustered in Ballantyne and SouthPark. Candidates with a CFA Level I, a finance or economics degree, and any hands-on modeling experience stand out. Networking through Charlotte's CFA Society chapter and local finance meetups gives you a real edge over remote applicants.
Which companies hire investment associates in Charlotte?
Charlotte investment associate roles are posted by MUFG, Citizens, and Barings and others right now, based on current listings on Migrate Mate as of August 2026. Charlotte's employer mix skews toward large bank investment arms, regional private equity shops, and independent wealth advisory firms, reflecting the city's status as the second-largest U.S. banking center.
Are there remote investment associate jobs in Charlotte?
Yes, though investment associate work is only partially remote because client-facing and deal-team responsibilities typically require in-person presence. About 33% of investment associate openings tied to Charlotte are remote or hybrid as of August 2026, covering a range of flexibility across firms. Analytical and research-focused roles at Charlotte's wealth management and asset management firms tend to offer the most hybrid flexibility compared to banking or PE deal roles.
How can I get a investment associate job in Charlotte with little or no experience?
The most realistic entry point in Charlotte is a financial analyst or junior analyst role at one of the regional banks or mid-size RIAs Uptown or in SouthPark, then transitioning internally after one to two years. Charlotte's large bank campuses regularly recruit recent graduates into rotational analyst programs that feed directly into investment teams. Building Excel and financial modeling skills, earning a CFA Level I, and getting in front of Charlotte's finance community through local CFA Society events accelerates that move considerably.
Which industries hire the most investment associates in Charlotte?
Charlotte investment associate roles concentrate in Investment & Asset Management, Law & Legal Services, and Staffing & Recruiting, based on current listings on Migrate Mate as of August 2026. Charlotte's position as a major U.S. banking hub, combined with a growing private equity and wealth management ecosystem, drives consistent demand across those sectors well beyond what most comparably sized cities generate.
Related Jobs in North Carolina
See All 14 Investment Associate Jobs in Charlotte
Find roles in Charlotte that match your experience and apply in just a few clicks.
Find Investment Associate Jobs