Investment Banking Analyst | ESOP

FMI Corporation is seeking a talented professional to join FMI Capital Advisors, the firm’s investment banking group and registered broker-dealer. For over 65 years, FMI has been the leading consulting and investment banking firm exclusively serving the built environment.

As an Analyst, you will immediately support multiple M&A deal teams and play a vital role in each engagement. This position offers exposure to both dual-process ESOP engagements and strategic sale transactions, providing a well-rounded investment banking experience from day one. Clients choose FMI for our unmatched industry expertise and access to leading firms across the built environment.

The ESOP team at FMI Capital Advisors is a dynamic, fast-growing practice focused on guiding business owners through the complexities of ownership transition. What sets this opportunity apart is the ability to work at the intersection of strategic advisory and deep client engagement. Analysts collaborate closely with senior investment bankers, industry experts, and external partners—including attorneys, accountants, and wealth advisors—to deliver comprehensive, client-centered solutions.

Successful Analysts thrive in FMI’s highly collaborative culture, which values individual initiative and offers significant opportunities for both personal and professional growth.

This is a hybrid, full-time opportunity and will be based in our Raleigh, North Carolina (FMI headquarters) office location.

**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

Conducting industry, market and company-specific research

Performing financial analysis and financial modeling

Preparing transaction marketing materials, including pitch books, teasers, confidential information memorandums, and management presentations

Conducting preliminary valuation work

Researching investment opportunities in various construction industry niches

Providing support to members of the investment banking group and other duties as assigned

Qualifications

Bachelor’s degree in business, finance or related field required

Solid quantitative and analytical skills, including the ability to create and analyze pro forma financial statement models and valuation models

Knowledge of LBO 3-statement modeling a plus

 Experience with ESOP transactions a plus

Superior organizational and time management skills, and the ability to efficiently manage multiple projects in a fast-paced work environment

Excellent written and verbal communication, listening, problem solving, interpersonal and relationship-building skills

Demonstrated maturity, integrity, and the ability to perform in an entrepreneurial environment, both individually and as a team player

Strong proficiency in MS Office software (Word, PowerPoint, Excel)

Previous investment banking or corporate finance experience desired

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.