Job Description
Job Title: Associate, Private Advisory Group (Investment Banking)
Location: Charlotte, NC – In Office
Cantor Fitzgerald L.P., with over 12,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor Fitzgerald & Co. is a premier investment bank serving more than 5,000 institutional clients globally, recognized for its expertise in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, and commercial real estate, alongside a strong global distribution platform.
As one of the few remaining private partnerships on Wall Street, Cantor provides a dynamic, entrepreneurial environment where professionals can thrive. Our structure allows us to respond quickly to client needs, develop innovative solutions, and attract top-tier talent driven to succeed. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations.
Group Overview – Private Advisory Group
Cantor’s Private Advisory group specializes in navigating private capital markets for business owners, entrepreneurs, finance professionals. Their services are designed to support privately owned business owners and founders through various stages of capital raising, mergers and acquisitions, and strategic growth initiatives.
Responsibilities:
As an Analyst in the Private Advisory Group, you will gain hands-on experience in advising entrepreneurs and business owners on private capital markets, strategic growth, and liquidity solutions.
Responsibilities include:
Assist in the execution of private capital raises, mergers & acquisitions, and strategic advisory mandates
Conducting company and industry research to develop tailored capital markets strategies
Preparing client presentations, offering memoranda, and marketing materials
Conduct financial modeling, valuation analysis and due diligence
Coordinating with internal teams, legal counsel, and external counterparties throughout the deal process
Engaging directly with corporate issuers, private companies, and institutional investors
Qualifications:
3-4 years of relevant work experience (investment banking, capital markets, sell-side M&A, buy-side M&A, or corporate finance preferred)
Strong knowledge of corporate finance, financial modeling, and valuation techniques
Exceptional analytical, organizational, and communication skills
Self-motivated, detail-oriented, and able to work in a fast-paced, team-oriented environment
Series 63 and 79 certified
Educational Requirements:
Bachelor’s Degree
Minimum 3.5 GPA (on a 4.0 scale)
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Seniority level Associate
Employment type Full-time
Job function Analyst, Finance, and Other
Industries Financial Services, Investment Banking, and Banking