Capstone Headwaters is seeking an Analyst or Associate to join our Financial Sponsor Coverage team. T This team works with financial and private equity sponsors to i) coordinate our bankers’ deal marketing efforts ii) deliver firm M&A and capital raising capabilities to financial sponsors clients iii) generate new deal flow for firm bankers. The team is currently composed of two senior members.
The role will require extensive interaction with the two senior members of the financial sponsor coverage team, all Capstone Headwaters investment banking teams and external private equity clients.
The Associate’s primary responsibility will be the tracking of our private equity client’s portfolio companies and utilizing and presenting information and insights gained from this process to drive intelligence and business development opportunities for CSHW bankers. Additionally, the Associate will be expected to track and know the key selling points and status of all Capstone Headwaters’ advisory transactions. The candidate will make extensive use of the Capstone Headwaters CRM and be responsible for regular maintenance of CRM records in support of on-going business development efforts.
The candidate will interact extensively with private equity firms and internal deal teams and will be expected to be ‘client-facing’ immediately. The candidate will communicate extensively with private equity firms regarding deal status, company and transaction highlights so will be expected to quickly understand and transmit conceptual information touching on the worlds of corporate finance, investment banking processes, and business metrics.
Capstone Headwaters is seeking a detail-oriented Associate with the skill set and personality fit to thrive in our entrepreneurial environment. Desired prior experience and skill set include:
- 2-7 years of experience in financial services, consulting or similar professional environment
- Experience in investment banking helpful but not required
- Strong attention to detail and ability to organize information and processes
- Interest in sales / business development and desire to win
- Experience working as part of a team
- Bachelor's degree from leading undergraduate institution
This is a revised job description and new search from the one that was previously posted!!
About Capstone Headwaters
Capstone Headwaters is one the largest and most active independent investment banking firms in the country dedicated to serving the needs of middle market business owners, investors and creditors. The firm has closed over 400 transactions totaling over $14 billion in value. We have over 140 investment banking professionals in 20 offices in the U.S., U.K. and Brazil.