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Associate Investment Banking Jobs in Raleigh, NC

Stifel

Client Service Associate - NR

Chapel Hill, NC · On-site

$12 - $16.50/hr

We are a global wealth management and investment banking firm serious about innovation and fresh ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

Stifel

Client Service Associate - NR

Chapel Hill, NC · On-site

$12 - $16.50/hr

We are a global wealth management and investment banking firm serious about innovation and fresh ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

Stifel

Client Service Associate - NR

Chapel Hill, NC

$12 - $16.50/hr

We are a global wealth management and investment banking firm serious about innovation and fresh ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

Vulcan Elements

FP&A Associate

Benson, NC

The FP&A Associate is a broadly scoped role with significant responsibilities across FP&A, ... Investment Banking, Private Equity, FP&A, or a related financial role * Strong understanding of ...

Vulcan Elements

FP&A Associate

Durham, NC

The FP&A Associate is a broadly scoped role with significant responsibilities across FP&A, ... Investment Banking, Private Equity, FP&A, or a related financial role * Strong understanding of ...

First Citizens Bank

Premier Client Banker II

Raleigh, NC · Hybrid

$17.50 - $21.75/hr

... associates regarding their banking needs. The Premier Client Banker II provides consultation to ... This role supports the fulfillment of certain consumer investment needs. Responsibilities * Sales ...

First Citizens Bank

Premier Client Banker II

Raleigh, NC · Hybrid

$17.50 - $21.75/hr

... associates regarding their banking needs. The Premier Client Banker II provides consultation to ... This role supports the fulfillment of certain consumer investment needs. Responsibilities * Sales ...

First Citizens Bank

Wealth Consultant

Raleigh, NC

Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth ... Engages other associates within the department to provide ongoing advice, products and services as ...

First Citizens Bank

Wealth Consultant

Raleigh, NC

Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth ... Engages other associates within the department to provide ongoing advice, products and services as ...

First Citizens Bank

Premier Client Banker II

Raleigh, NC · On-site

$17.50 - $21.75/hr

... associates regarding their banking needs. The Premier Client Banker II provides consultation to ... This role supports the fulfillment of certain consumer investment needs. Responsibilities * Sales ...

First Citizens Bank

Wealth Consultant

Raleigh, NC · On-site

Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth ... Engages other associates within the department to provide ongoing advice, products and services as ...

DataAnnotation

M&A Associate - AI Trainer

Cary, NC · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

DataAnnotation

M&A Associate - AI Trainer

Raleigh, NC · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

DataAnnotation

M&A Associate - AI Trainer

Durham, NC · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

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Showing results 21-40

All JobsAssociate Investment Banking JobsAssociate Investment Banking Jobs in Raleigh, NC

Associate Investment Banking information

See Raleigh, NC salary details

$38.9K

$154.4K

$215.8K

How much do associate investment banking jobs pay per year?

As of Aug 15, 2026, the average yearly pay for associate investment banking in Raleigh, NC is $154,394.00, according to ZipRecruiter salary data. Most workers in this role earn between $118,100.00 and $189,600.00 per year, depending on experience, location, and employer.

What is the difference between Associate Investment Banking vs Analyst Investment Banking?

AspectAssociate Investment BankingAnalyst Investment Banking
Required CredentialsBachelor's degree, MBA often preferredBachelor's degree, some firms may prefer or require MBA
Work EnvironmentMore client interaction, project managementData analysis, financial modeling, research
ResponsibilitiesOversee analysts, prepare presentations, support deal executionFinancial modeling, pitch book creation, market research
Experience LevelEntry to mid-level, 2-3 years experienceEntry-level, typically 1-2 years experience

In summary, Associate Investment Banking roles involve more client-facing responsibilities and oversight, often requiring more experience and advanced degrees, while Analyst Investment Banking positions focus on data analysis, financial modeling, and supporting deal processes. Both roles are essential in the investment banking industry but differ in scope and responsibilities.

What does an associate do in investment banking?

An associate in investment banking supports senior bankers by preparing financial models, conducting research, and creating pitch books for client presentations. They analyze financial data, assist in transaction processes such as mergers and acquisitions, and coordinate with clients and teams to ensure deal execution. Strong analytical skills and proficiency with tools like Excel are essential for this role.

What is an associate investment banking?

Associate Investment Bankers are mid-level professionals in investment banks who help execute deals such as mergers and acquisitions, initial public offerings, and other financial transactions. They act as a bridge between junior analysts and senior bankers, overseeing financial modeling, preparing presentations, and managing client communications. Associates are typically responsible for project management, ensuring deliverables are met, and often mentor junior staff. The role requires strong analytical skills, attention to detail, and the ability to work long hours in a fast-paced environment.

What are the key skills and qualifications needed to thrive as an associate investment banking, and why are they important?

To thrive as an Associate in Investment Banking, you need a strong background in finance, accounting, and quantitative analysis, often supported by an MBA or relevant experience. Proficiency with financial modeling, valuation tools, and platforms like Excel, Bloomberg, and PowerPoint is typically required. Exceptional communication, attention to detail, and the ability to work under pressure are crucial soft skills for success in this role. These competencies enable associates to manage complex transactions, meet client needs, and contribute effectively to high-stakes deal teams.

What does an investment banking associate do?

Investment banking associates advise clients on how to best invest their money, whether for long term or short term growth. They do this through analysis of their client’s current financial strategies and helping them to create a new, more profitable plan. As an investment banking associate, your duties include doing in-depth research on the current market, managing clients’ investment portfolios, and conducting risk assessments. You should be aware of current economic trends, as an investment portfolio needs to stay in line with the market. Investment banking associates usually have an MBA, as well as significant experience in the financial industry.

What are some common challenges faced by an associate investment banking during deal execution?

Associate Investment Bankers often encounter tight deadlines and high-pressure situations, especially during live transactions such as mergers, acquisitions, or capital raises. Balancing multiple projects and coordinating with internal teams, clients, and external advisors requires strong organizational and communication skills. Associates are also responsible for rigorous financial modeling and due diligence, which can be both technically demanding and time-consuming. Adapting quickly to shifting priorities and managing client expectations are key to success in this fast-paced environment.
More about Associate Investment Banking jobs

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The most popular types of Investment Banking jobs in Raleigh, NC are:

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For Associate Investment Banking jobs in Raleigh, NC, the most frequently searched job titles are:

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The top searched job categories for Associate Investment Banking jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Associate Investment Banking jobs?

Cities near Raleigh, NC with the most Associate Investment Banking job openings:

Associate Investment Banking jobs near you
Infographic showing various Associate Investment Banking job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 28% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $154,394 per year, or $74.2 per hour.

Investment Retention Specialist

First Citizens Bank

Raleigh, NC

Full-time

Medical, Life

Re-posted 16 days ago

First Citizens Bank rating

7.4

Company rating: 7.4 out of 10

Based on 106 frontline employees who took The Breakroom Quiz

107th of 171 rated banks

Job description

Overview

Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power meaningful progress for the clients and communities we serve. 

The retention specialist is an entry level role that is responsible for managing a preassigned book of existing relationships and looking for ways to grow and retain the client base. This position is responsible for developing an understanding of every client or prospect's financial situation and making introductions to senior specialists and partners where suitable. The team works with Mass Affluent clients that have an existing investment relationship with First Citizens Investor Services (FCIS). Partners with internal lines of business to increase new business while serving clients' financial goals and needs.


Responsibilities
  • Sales - Promotes investment and securities products through sales outreach and calling efforts to mass affluent clients or prospects. Consults with clients and prospects to determine their financial needs. Provides a solution from the Bank's offered products, or refers them to banking partners as appropriate.
  • Client Service - Facilitates client retention and satisfaction by ensuring timely processing of client requests, workflow, and communication. Provides periodic reviews for clients and answers inquiries regarding their investments.
  • Risk Management - Ensures compliance throughout activities with all applicable regulations, policies, and procedures.
  • Relationship Development - Establishes a rapport with clients to identify financial needs and leverage sales opportunities. Serves as a relationship management point of contact for clients calling in. Build rapport with internal centers of influence to source new client opportunities.

Qualifications

Bachelor's Degree and 1 years of experience in Registered Securities Representative OR High School Diploma or GED and 5 years of experience in Registered Securities Representative

Preferred Area of Experience: Call Center and/or Client Service experienceLicense or Certification Type: Possess state-specific life and health insurance licenses Required, Possess valid Series 7, 63, 65 or 66 licenses PreferredSkill(s): Knowledge of investment and financial markets

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Qualifications:

Bachelor's Degree and 1 years of experience in Registered Securities Representative OR High School Diploma or GED and 5 years of experience in Registered Securities Representative

Preferred Area of Experience: Call Center and/or Client Service experienceLicense or Certification Type: Possess state-specific life and health insurance licenses Required, Possess valid Series 7, 63, 65 or 66 licenses PreferredSkill(s): Knowledge of investment and financial markets

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Education:UNAVAILABLEEmployment Type: FULL_TIME

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