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Piper Sandler

Investment banking and securities brokerage services

Investment Banking Associate - Financial Services, Specialty Finance

Investment BankingConfirmed live in the last 24 hours
Full-timeCharlotte, NC, USA

About the Job

Requirements

  • A bachelor's degree and at least one year of investment banking experience at the associate level or closely related experience are required.
  • Prior experience involving financial analysis and mergers and acquisitions transaction execution is required.
  • Strong knowledge of corporate finance, accounting, and financial modeling is required.
  • Business writing skills are required, including the ability to write selling memorandums and presentations.
  • The candidate must be able to build relationships and establish trust with internal and external stakeholders.

Responsibilities

  • Join the Specialty Finance Investment Banking team within the Financial Services group in the Charlotte office.
  • Provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring, and corporate and venture services.
  • Provide clients with thoughtful advice and diligent execution.

Desired Qualifications

  • The candidate should be highly motivated, able to work as part of a team, and able to learn in a fast-paced environment.

About the Company

Piper Sandler

Investment banking and securities brokerage services

Piper Sandler is a full-service investment bank and securities firm that helps clients raise and manage capital, execute mergers and acquisitions, and navigate financial markets. It offers investment banking, brokerage, asset management, and advisory services through a global network of offices. The company works by providing capital-raising advice, underwriting, and advisory work across the client lifecycle, supported by its research, trading, and wealth-management capabilities. What sets Piper Sandler apart is its long history (founded in 1895), its global reach across the U.S. and Europe and the Middle East, and its emphasis on a partnership-driven approach with deep sector expertise—paired with regulated, locally compliant operations in multiple jurisdictions. The firm’s goal is to help clients realize the Power of Partnership by delivering tailored financial solutions that support growth, strategic transactions, and long-term value creation.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Minneapolis, MN
Founded
1895

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