Current jobs related to Investment Banking Associate | Capital Advisors - Denver - FORVIS


  • Denver, United States Bridgepoint Investment Banking Full time

    WHO WE AREAt Bridgepoint Investment Banking, we're next-gen, impact-focused, and passionate about delivering top-notch results for family and founder-owned businesses while creating a vibrant and dynamic environment for Wall Street rockstars. With a focus on integrity and core values, we provide full-service investment banking solutions for non-sponsored...


  • Denver, Colorado, United States Bridgepoint Investment Banking Full time

    About Bridgepoint Investment BankingBridgepoint Investment Banking is a next-generation investment bank that prioritizes impact, growth, and entrepreneurship. Our team of experienced professionals provides uncompromised and impact-driven advice and solutions to our clients, focusing on corporate finance and M&A. With a presence in Omaha, Nebraska, and...


  • Denver, Colorado, United States Bridgepoint Investment Banking Full time

    About Bridgepoint Investment BankingWe are a next-generation investment bank that prioritizes impact, growth, and entrepreneurship. Our team of experienced professionals provides uncompromised and impact-driven advice and solutions to our clients, focusing on corporate finance and M&A.Job SummaryWe are seeking a Managing Director to join our growing and...


  • Denver, Colorado, United States Prestige Staffing, Inc. Full time

    About the RolePrestige Staffing, Inc. is seeking an accomplished administrative professional to join the team of Capital Advisors, a leading investment banking group and registered broker/dealer.Key ResponsibilitiesCoordinate multiple internal projects and tasks for a diverse group of investment banking professionals, ensuring seamless execution and timely...


  • Denver, Colorado, United States Prestige Staffing Full time

    About the RolePrestige Staffing is seeking an accomplished administrative professional to join the team of Capital Advisors, the firm's investment banking group and registered broker/dealer.Key ResponsibilitiesCoordinate multiple internal projects and tasks for a diverse group of investment banking professionals.Prepare client-facing memoranda, proposals,...


  • Denver, Colorado, United States Phoenix Capital Group Holdings LLC Full time

    Job OverviewThe role of the Senior Associate in Capital Markets at Phoenix Capital Group is pivotal in managing a diverse portfolio of oil and gas investments. This position involves collaborating closely with the Managing Director of Capital Markets and the Chief Financial Officer, focusing on capital raising through Regulation A plus and D offerings. The...

  • SVP of Investments

    7 days ago


    Denver, Colorado, United States IMA Financial Group Full time

    About the RoleWe are seeking a highly skilled and experienced Investment Head for Private Wealth and Retirement to join our team at IMA Financial Group. As a key member of our investment team, you will be responsible for driving the strategic direction of our Private Wealth investment platform, sourcing, implementing, and evolving investment options to...


  • Denver, Colorado, United States SolRiver Capital Full time

    About SolRiver CapitalSolRiver Capital is a rapidly growing renewable energy investment fund focused on distributed generation and utility scale projects. Founded in 2016 by solar and storage finance experts, SolRiver utilizes an innovative yet disciplined investment approach to fund clean energy across the country.Job SummaryThe Director of Investment...


  • Denver, Colorado, United States LCG Advisors Full time

    Transaction Advisory Services Senior AssociateLCG Advisors is a leading advisory firm specializing in loan and investment due diligence, investment banking, risk mitigation, and other select advisory services. Our team of experts works closely with business owners, financial institutions, and active investors to provide tailored solutions for their unique...


  • Denver, Colorado, United States LCG Advisors Full time

    Job Title: Transaction Advisory Services Senior AssociateLCG Advisors is a leading advisory firm specializing in loan and investment due diligence, investment banking, risk mitigation, and other select advisory services. Our team of professionals works in conjunction with business owners, financial institutions, and active investors to assist them with the...


  • Denver, Colorado, United States SolRiver Capital Full time

    SolRiver Capital is on the lookout for an Analyst - Renewable Energy Investments to join our dynamic team. In this critical role, you will contribute significantly to the assessment, negotiation, and execution of financial transactions within the renewable energy sector, including project acquisitions, development financing, joint ventures, and collaborative...


  • Denver, Colorado, United States Mercer Advisors Full time

    Join Mercer Advisors, a premier wealth management firm committed to delivering exceptional financial services to our clients. As a leader in the industry, we prioritize our clients' best interests, managing over $45 billion in assets for families nationwide.Position: Portfolio Operations SpecialistOverview:The Portfolio Operations Specialist is responsible...


  • Denver, Colorado, United States SolRiver Capital Full time

    About SolRiver CapitalSolRiver Capital is a leading clean energy investment fund that cultivates sustainable long-term value by investing in renewable energy projects. Founded in 2016, our team of experts has a proven track record of success in the renewable energy space.Job SummaryWe are seeking a highly motivated and detail-oriented Private Equity...


  • Denver, Colorado, United States BOK Financial Full time

    Job DescriptionThe Portfolio Manager is responsible for working directly with BOK Financial Private Wealth Inc. advisors to manage high net worth client accounts.Key ResponsibilitiesExperience with tracking and implementing client investment portfolios.Excellent decision-making capabilities with the ability to independently manage and interpret data with a...


  • Denver, United States Kimmel & Associates Full time

    About Company:Our client is a well known and highly reputable IPP that owns renewable energy projects across the USA. We are looking for a Director of Capital Markets to lead the day-to-day execution and origination of all project and corporate finance activities. Requirements: 8+ years experience in project finance, back-leverage, and corporate financing...


  • Denver, United States Kimmel & Associates Full time

    About Company:Our client is a well known and highly reputable IPP that owns renewable energy projects across the USA. We are looking for a Director of Capital Markets to lead the day-to-day execution and origination of all project and corporate finance activities. Requirements: 8+ years experience in project finance, back-leverage, and corporate financing...


  • Denver, Colorado, United States SolRiver Capital Full time

    Job OverviewSolRiver Capital, a leading clean energy investment fund, is seeking a highly skilled Associate - Private Equity to join our team in Denver. As a key member of our team, you will play a pivotal role in evaluating, negotiating, and executing financial transactions in the renewable energy space.Key ResponsibilitiesFinancial Modeling. Develop, run,...


  • Denver, Colorado, United States Baceline Group Full time

    About the RoleBaceline Group, a leading owner and operator of small format, necessity-based Neighborhood Shopping Centers across the United States, is seeking a seasoned professional to fill the position of Director, Capital Development. This key role will be part of the Investments team, reporting directly to the President and working closely with the...


  • Denver, Colorado, United States SolRiver Capital Full time

    About SolRiver CapitalSolRiver Capital is a clean energy investment fund that cultivates sustainable long-term value by investing in renewable energy.Job SummaryWe are seeking a highly skilled and motivated Associate - Private Equity to join our team in Denver. As a key member of our team, you will play a pivotal role in evaluating, negotiating, and...


  • Denver, Colorado, United States augmentjobs Full time

    Job OverviewAs an Investment Associate specializing in early-stage ventures, you will be instrumental in discovering, assessing, and nurturing promising startups across diverse sectors. Collaborating closely with senior investment professionals, your role will encompass deal sourcing, conducting thorough evaluations, and aiding in the management of our...

Investment Banking Associate | Capital Advisors

4 months ago


Denver, United States FORVIS Full time
Description & Requirements

FORVIS Capital Advisors, LLC, a wholly owned subsidiary of FORVIS, LLP, is seeking an Associate to join the investment banking team. The ideal physical location for the position will be in Denver, Colorado. Our group is led by a talented team of experienced investment bankers, who have a sincere appreciation for people and how they are each uniquely motivated. We focus on training and developing our teams to help them reach their full potential. If you thrive in a fast-paced, entrepreneurial and collaborative environment, we would love to talk to you

In this position, you will gain hands-on experience across all phases of sell-side, buy-side and capital-raising transactions, expand your knowledge and build collaborative relationships within the practice and with clients. Further, you will have meaningful support from firm leadership for substantial professional development.

FORVIS Capital Advisors' leadership team takes pride in creating and maintaining a supportive and respectful environment for our team members. Apply if you're interested in learning how we can support your professional and personal goals.

How you will contribute:
  • Conduct industry research and perform financial analyses related to client engagements
  • Perform valuation analyses using comparable company analysis, leveraged buyout, discounted cash flow, and comparable transactions
  • Develop financial models to assess debt and equity financing alternatives for transactions
  • Facilitate transaction due diligence processes and information flow between transaction parties
  • Prepare or maintain content for marketing presentations, confidential memorandums, and internal projects / resources
  • Develop potential buyer / investor / target lists
  • Prepare and deliver standard and tailored presentations and pitches to clients
  • Seek opportunities for development through engagement execution, special assignments, training, or business development
  • Gain experience and remain actively involved with client proposals and transaction execution alongside experienced senior bankers
  • Support and mentor junior team members
We are looking for People with a Forward Vision and:
  • Strong writing and financial modeling skills
  • Excellent verbal and written communication skills
  • A commitment to high-quality work with a focus on accuracy and attention to detail
  • Excellent organizational and prioritization skills with an ability to manage multiple priorities
  • Ability to thrive in a fast-paced environment
  • Strong problem-solving and critical thinking skills
  • Ability to identify new and innovative ways to improve success across the organization
  • Ability to effectively manage and administer sensitive and confidential information
Minimum Qualifications:
  • Bachelor's degree in Finance, Accounting, Economics, Mathematics, or Liberal Arts degree with strong quantitative ability
  • Minimum of two (2) years of prior investment banking or other finance / accounting positions involving M&A or corporate finance activities such as private equity, transaction services, commercial banking, or business valuation
  • Series 79 & 63 or willingness to pursue
  • Skilled in Microsoft Excel and PowerPoint
Preferred Qualifications:
  • MBA with relevant concentration preferred
  • Three (3) years or more of prior investment banking or other finance / accounting positions involving M&A or corporate finance activities such as private equity, transaction services, commercial banking, or business valuation
  • Skilled in Excel and PowerPoint
  • Prior experience with platforms such as Salesforce, Pitchbook, S&P Capital IQ
  • Series 79, Series 63 or willingness to pursue

#LI-DEN

#LI-JT1

Colorado's Equal Pay for Equal Work Act (SB 19-085)

Pursuant to Colorado's Equal Pay for Equal Work Act, the salary range displayed is for the Colorado market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. FORVIS reserves the right to make changes to the salary range based on business needs.

Colorado Salary Range:

CO Minimum Salary (USD)

$ 70,000

CO Maximum Salary (USD)

$ 115,000

Close Date: 08/11/2024