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Transaction Advisory Associate Jobs in Raleigh, NC

NC SECU

Member Services Officer

Raleigh, NC

Purpose The Member Services Officer possesses all the essential knowledge of an Associate Member ... Serve members by processing transactions in the appropriate system. * Thorough understanding of ...

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 ...

Dean Dorton

Assurance Supervisor

Raleigh, NC · On-site

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

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 ...

NC SECU

Member Services Representative

Angier, NC

Serve members by processing transactions in the appropriate system and balancing a cash drawer ... Knowledgeable in basic Financial Advisory and Real Estate Services and able to provide quality ...

NC SECU

Member Services Representative

Raleigh, NC · On-site

Serve members by processing transactions in the appropriate system and balancing a cash drawer ... Knowledgeable in basic Financial Advisory and Real Estate Services and able to provide quality ...

NC SECU

Lead Member Services Officer

Raleigh, NC · On-site

$18.75 - $22.75/hr

Serve members by processing transactions in the appropriate system. * Thorough understanding of ... Knowledgeable in basic Financial Advisory and Real Estate Services and able to provide quality ...

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All JobsTransaction Advisory Associate JobsTransaction Advisory Associate Jobs in Raleigh, NC

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 Jul 4, 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 does an advisory associate do?

A transaction advisory associate assists clients with mergers, acquisitions, and financial transactions by conducting due diligence, financial analysis, and valuation. They prepare reports, support deal negotiations, and use tools like Excel and financial modeling to evaluate transaction viability and risks.

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.

How much do transaction advisory associates make?

Transaction advisory associates typically earn between $60,000 and $100,000 annually, depending on experience, location, and firm size. Entry-level associates often start at lower salaries, while those with more experience or working in major financial hubs can earn higher compensation, often supplemented with bonuses and benefits.

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 does a transaction advisory associate do?

A transaction advisory associate assists clients with mergers, acquisitions, and other financial transactions by conducting due diligence, financial analysis, valuation, and risk assessment. They support deal processes by preparing reports, financial models, and coordinating with stakeholders to ensure smooth transaction execution.

What is a transaction associate job description?

A transaction associate supports mergers, acquisitions, and other financial deals by conducting due diligence, financial analysis, and preparing documentation. They often work with senior team members, utilize financial modeling tools, and require strong analytical and communication skills to facilitate smooth transaction processes.

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 June 2026, with employment types broken down into 100% Full Time. Highlights an 67% In-person, and 33% Remote job distribution, with an average salary of $148,074 per year, or $71.2 per hour.
Relationship Banker -Fuquay Crossing

Relationship Banker -Fuquay Crossing

Bank of America

Fuquay Varina, NC • On-site

$15.25 - $20/hr

Full-time

Posted 3 days ago

Job description

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities:

  • Executes the bank's risk culture and strives for operational excellence
  • Builds relationships with clients to meet financial needs
  • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
  • Grows business knowledge and network by partnering with experts in small business, lending, and investments
  • Manages financial center traffic, appointments, and outbound calls effectively
  • Drives the client experience
  • Manages cash responsibilities

Required Qualifications:

  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
  • Collaborates effectively to get things done, building and nurturing strong relationships
  • Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
  • Is confident in identifying solutions for new and existing clients based on their needs
  • Communicates effectively and confidently and is comfortable engaging all clients
  • Has the ability to learn and adapt to new information and technology platforms
  • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
  • Applies strong critical thinking and problem-solving skills to meet clients' needs
  • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
  • Efficiently manages time and capacity
  • Focuses on results while acting in the best interest of the client
  • Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance

Desired Qualifications:

  • Experience in financial services and knowledge of financial services industry, products and solutions
  • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
  • Six months of cash handling experience
  • Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance

Skills:

  • Adaptability
  • Business Acumen
  • Customer and Client Focus
  • Oral Communications
  • Problem Solving
  • Account Management
  • Client Experience Branding
  • Client Management
  • Client Solutions Advisory
  • Relationship Building
  • Business Development
  • Pipeline Management
  • Prospecting
  • Referral Identification
  • Referral Management

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week: 

40

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