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Transaction Advisory Associate Jobs in Raleigh, NC

CAPTRUST

Wealth Client Management Associate II

Raleigh, NC · On-site

$14 - $19.50/hr

... transactions, and responding to ad hoc requests * Work closely with CMCs to prepare quarterly ... investment advisory or financial services environment Desired Qualifications/Skills: * Strong ...

CAPTRUST

Wealth Client Management Associate II

Raleigh, NC · On-site

$14 - $19.50/hr

... transactions, and responding to ad hoc requests * Work closely with CMCs to prepare quarterly ... investment advisory or financial services environment Desired Qualifications/Skills: * Strong ...

AdvisorEngine

Investment Operations

Raleigh, NC · On-site

Ensure accurate records of transactions, positions and valuations in the portfolio management ... Ensure the timely and accurate processing of sub-manager and program fees as well as advisory fees ...

AdvisorEngine

Investment Operations

Raleigh, NC · On-site

Ensure accurate records of transactions, positions and valuations in the portfolio management ... Ensure the timely and accurate processing of sub-manager and program fees as well as advisory fees ...

Dean Dorton

Assurance Supervisor

Raleigh, NC

About Dean Dorton Dean Dorton's team makes up one of the largest advisory firms in the United ... Supervise and mentor assurance team members, including associates and interns, providing guidance ...

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Transaction Advisory Associate information

See Raleigh, NC salary details

$72.9K

$148.1K

$220.2K

How much do transaction advisory associate jobs pay per year?

As of Jun 8, 2026, the average yearly pay for transaction advisory associate in Raleigh, NC is $148,074.00, according to ZipRecruiter salary data. Most workers in this role earn between $117,600.00 and $172,000.00 per year, depending on experience, location, and employer.

What are Transaction Advisory Associates?

Transaction Advisory Associates are professionals who assist clients in evaluating and executing business transactions, such as mergers, acquisitions, and divestitures. They conduct financial due diligence, analyze financial statements, assess risks and opportunities, and provide recommendations to help clients make informed decisions. These associates work closely with senior advisors and clients to ensure the transaction process is smooth and value is maximized. Their work is critical in identifying potential issues and ensuring the financial health of a transaction.

What is the difference between Transaction Advisory Associate vs Financial Analyst?

AspectTransaction Advisory AssociateFinancial Analyst
Required CredentialsBachelor's degree, CPA or CFA often preferredBachelor's degree in finance, accounting, or related field; CFA beneficial
Work EnvironmentConsulting firms, investment banks, or corporate finance teamsCorporations, investment firms, or financial services companies
Employer & Industry UsageUsed in M&A, due diligence, and transaction supportUsed in budgeting, forecasting, and financial analysis
Comparison IntentFocuses on transaction support and deal processesFocuses on financial data analysis and reporting

The Transaction Advisory Associate primarily supports mergers, acquisitions, and transaction processes, often working in consulting or investment banking environments. In contrast, a Financial Analyst concentrates on analyzing financial data, preparing reports, and supporting strategic decision-making within companies. While both roles require strong financial skills and similar credentials, their core functions and work settings differ significantly.

What types of projects can a Transaction Advisory Associate expect to work on, and how do they typically contribute to client engagements?

As a Transaction Advisory Associate, you can expect to be involved in projects such as financial due diligence for mergers and acquisitions, valuation analysis, and assisting clients with buy-side and sell-side transactions. Your role often includes analyzing financial statements, identifying key risks and opportunities, and preparing detailed reports for clients. You'll work closely with senior team members, clients, and other advisors (such as legal or tax professionals) to ensure all aspects of a transaction are thoroughly evaluated. This collaborative environment provides valuable exposure to complex deals and is an excellent foundation for career advancement within advisory or corporate finance.

What are the key skills and qualifications needed to thrive as a Transaction Advisory Associate, and why are they important?

To thrive as a Transaction Advisory Associate, you need strong analytical skills, a solid understanding of accounting and finance principles, and typically a bachelor's degree in finance, accounting, or a related field. Familiarity with financial modeling, Excel, data analytics tools, and often a CPA or CFA certification are highly valued. Excellent communication, attention to detail, and the ability to work well under pressure are essential soft skills. These competencies ensure accurate due diligence, effective client communication, and successful deal execution in high-stakes transaction environments.
What are popular job titles related to Transaction Advisory Associate jobs in Raleigh, NC? For Transaction Advisory Associate jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Transaction Advisory Associate jobs in Raleigh, NC look for? The top searched job categories for Transaction Advisory Associate jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Transaction Advisory Associate jobs? Cities near Raleigh, NC with the most Transaction Advisory Associate job openings:
Transaction Advisory Associate jobs near you
Infographic showing various Transaction Advisory Associate job openings in Raleigh, NC as of May 2026, with employment types broken down into 88% Full Time, 6% Part Time, and 6% Contract. Highlights an 74% In-person, 13% Hybrid, and 13% Remote job distribution, with an average salary of $148,074 per year, or $71.2 per hour.
Wealth Client Management Associate II

Wealth Client Management Associate II

CAPTRUST

Raleigh, NC • On-site

$14 - $19.50/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 days ago

Job description

Overview
WHO are we looking for?
CAPTRUST is seeking a Client Management Associate II who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) in providing excellent client service. The candidate for this role provides day-to-day support, project management assistance, and partners with the CMC to research and resolve issues. The candidate also recommends solutions to moderately complex problems. Primary responsibilities may include the following, among others:
Responsibilities
  • Deliver exceptional, proactive service to the Wealth Client Service team, which includes resolving client questions, processing transactions, and responding to ad hoc requests
  • Work closely with CMCs to prepare quarterly reviews, proposals, and other client-related materials, this includes proofreading the documents, printing, binding and mailing
  • Maintain updated client contact information within the CRM system (CAPConnect); assist with ongoing CAPConnect maintenance including gathering and uploading documents to SharePoint record
  • Help CMCs review client activities and recurring tasks
  • Handle Client Service functions; examples include correspondence, reports, new account paperwork, contracts and research
  • Schedule and confirm client meetings, if necessary
  • Perform other duties and special projects as required, including firm-wide initiatives

Qualifications
Minimum Qualifications:
  • Completion of a four-year degree from an accredited university or equivalent work experience
  • Minimum 2 years of experience working in a Client Service role in the brokerage, investment advisory or financial services environment

Desired Qualifications/Skills:
  • Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF
  • Excellent math skills and the ability to quickly grasp financial and investment concepts
  • Positive attitude and a team player.
  • Energized by change and ability to think "outside the box" regarding process improvement
  • Flexibility to handle changing priorities, pressure, and short deadlines

WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
  • Company discretionary bonus
  • Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
  • Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods
  • Paid time off (PTO) or Paid Sick Leave (PSL)

WHERE will you be working?
4208 Six Forks Road Ste 1700 | Raleigh, North Carolina 27609
Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
  • Ability to build successful, collaborative, and trusting relationships
  • Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
  • A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
  • Inherent desire to give back to our communities and enrich the lives of those around us
  • An other-centered mindset
  • Integrity through maintaining objectivity

EEO/Diversity Statement:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate
This role will remain posted until filled.

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