Job Description

Job Description

Our client, a well regarded middle-market investment banking boutique, is seeking a talented Associate 2/3 to join their Financial Institutions Group (FIG) team in New York. The role will specialize in insurance. Successful candidates will have the opportunity to work with preeminent clients on complex M&A transactions and financings.

Qualifications:

• 3-5 years of experience within investment banking, with a focus on FIG M&A transactions
• Strong preference for bulge bracket FIG M&A experience
• Proven track record working on executed M&A deals in the financial institutions sector, particularly in insurance
• Unwavering integrity
• Extraordinarily high level of motivation and commitment
• Collaborative approach and desire to work closely with small, focused teams
• Commercial instinct and ability to perform under pressure and tight deadlines
• High level of focus on work quality and attention to detail
• Superior financial modeling and valuation skills, especially as applied to financial institutions
• Comfort reading and interpreting financial statements of asset managers and specialty finance firms
• Strong written and verbal communication skills
• Bachelor's degree required; an MBA, CA and/or CFA designation would be an asset
• Series 79 and 63 licensing required (or must obtain)

Responsibilities:

• Play a key role in executing M&A transactions for insurance clients
• Lead and coordinate various aspects of the FIG M&A process
• Prepare high-quality client materials, including pitch books, offering memoranda, and complex financial models tailored to financial institutions
• Conduct in-depth industry and company-specific research and analysis within the insurance sectors
• Participate in client meetings and presentations
• Work closely with senior bankers to develop and execute M&A strategies for FIG clients
• Mentor and guide junior team members on FIG-specific analysis and deal execution

This bank offers a dynamic and challenging environment where you'll have the opportunity to work on significant M&A transactions for leading asset management and specialty finance clients. The firm is committed to fostering a culture of excellence, collaboration, and continuous learning within the FIG sector.

Compensation:

The firm offers a competitive compensation package, including a base salary range of $150,000 to $170,000 for seasoned Associates. Total compensation includes performance-based bonuses and may include long-term incentives. The actual compensation will be determined based on various factors including experience, skills, and performance in FIG M&A transactions.