Financial Sponsors Coverage Business Analyst

Overview

For more than 70 years, FMI has been the leading consulting and investment banking firm dedicated exclusively to the built environment. We partner with clients across construction, engineering, building products, and related sectors to deliver unmatched industry insights and help organizations achieve lasting success. With a collaborative culture and deep sector expertise, FMI is recognized as a trusted advisor to businesses and investors shaping the future of the built environment.

FMI is seeking a Financial Sponsors Coverage Business Analyst to support our Financial Sponsors Coverage and Private Equity team. This role provides strategic and operational leverage to senior leaders who are heavily market-facing, ensuring business development efforts are organized, aligned, and executed effectively to drive revenue growth.

The Business Analyst will manage coordination, client support, and follow-through, enabling senior professionals to focus on building relationships in the market.

This is a hybrid, full-time opportunity based out of our corporate headquarters in Raleigh, North Carolina.

All applicants for employment must be legally authorized to work in the US on a full-time basis. Visa sponsorship not available at this time.

Responsibilities

Manage logistics and competing priorities for senior FSC leaders to align outreach efforts with growth objectives.

Develop high-quality presentations, reports, and executive dashboards.

Maintain and update CRM records and client activity.

Analyze private equity firms, portfolio companies, and ownership timelines to identify client development opportunities.

Coordinate internal follow-up and drive accountability across teams.

Support strategic initiatives and special projects.

Qualifications

Bachelor’s degree required

Strong analytical judgment and ability to prioritize in a fast-paced environment

Excellent written and verbal communication skills, with high attention to detail

Ability to work independently and drive follow-through

Confidence leading up and collaborating cross-functionally

Intellectual curiosity about private equity and financial sponsors

Proficiency in Microsoft Office Suite, with strong Excel and PowerPoint skills

CRM experience preferred

FMI provides a comprehensive benefit package consisting of paid employee medical insurance, life insurance and LT disability, as well as other benefit elections. FMI’s package includes a strong 401(k) plan, PTO, and parental leave benefit.

FMI is an equal opportunity workplace. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.