Investment Banking Jobs in Charlotte, NC
Investment Banking jobs in Charlotte are in strong demand, concentrated in Uptown, South End, and the Ballantyne corridor across financial services, middle-market M&A advisory, and corporate finance. Employers actively hiring include MUFG, Citizens, and Jefferies. Find a role that fits below and apply directly.
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Showing 4 of 17+ Investment Banking 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 17 Investment Banking Jobs in Charlotte
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Find Investment Banking JobsInvestment Banking Job Market in Charlotte
Who's Hiring
Top Industries Hiring
- Investment & Asset Management
- Staffing & Recruiting
- Banking & Financial Services
Investment Banking Jobs in Charlotte: Frequently Asked Questions
How do I get a investment banking job in Charlotte?
The strongest path into investment banking in Charlotte is through its dense concentration of regional and national banks headquartered or heavily staffed in Uptown. Target roles in M&A advisory, leveraged finance, and equity capital markets, where Charlotte's financial services sector runs deep. A finance or accounting degree helps, but candidates who can demonstrate deal modeling skills and familiarity with the Southeast middle-market tend to stand out in local hiring.
Which companies hire investment bankings in Charlotte?
Companies currently hiring investment bankings in Charlotte include MUFG, Citizens, and Jefferies, per current listings on Migrate Mate as of August 2026. Charlotte's employer mix skews toward large commercial banks with investment banking divisions, regional boutique advisory firms, and private equity-backed financial services companies concentrated in and around Uptown.
Are there remote investment banking jobs in Charlotte?
Yes, though remote availability in investment banking is limited by nature, since deal execution, client management, and live transaction work are heavily in-person. About 44% of investment banking openings tied to Charlotte are remote or hybrid as of August 2026, with most flexibility found in research, financial modeling, and industry coverage support roles rather than front-office deal roles.
How can I get a investment banking job in Charlotte with little or no experience?
The most realistic entry point in Charlotte is a financial analyst role at one of the large banks or regional boutiques in Uptown, which often recruit directly from UNC Charlotte, Davidson College, and Wake Forest's MBA program. Internships at Charlotte's commercial banking divisions frequently convert to full-time analyst offers. Building Excel modeling and valuation skills before applying gives entry-level candidates a concrete edge in a market that moves fast and expects technical readiness from day one.
Which industries hire the most investment bankings in Charlotte?
The sectors hiring the most investment bankings in Charlotte are Investment & Asset Management, Staffing & Recruiting, and Banking & Financial Services, based on current listings on Migrate Mate as of August 2026. Charlotte's status as one of the largest U.S. banking hubs outside New York drives concentrated demand across these sectors, with financial services activity anchoring the majority of local investment banking headcount.
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