Investment Banking FIG M&A Associate 3 (Insurance) - ...

About the job Investment Banking FIG M&A Associate 3 (Insurance) - Top 10 Investment Bank Our client, a top-ten global investment bank, is seeking a talented Associate 23 to join their Financial Institutions Group (FIG) M&A team in New York. The role will cover insurance. Successful candidates will have the opportunity to work with preeminent clients on complex M&A transactions within these specialized sectors.About the Role:The FIG M&A team focuses exclusively on M&A transactions for financial institutions, with a particular emphasis on insurance companies. The team provides best-in-class strategic advice and execution in these niche areas. The boutique prides itself on maintaining an excellent culture and investing in the career development of their team.Qualifications:Must be a US citizen or Greencard holder3-5 years of experience within investment bankingStrong preference forFIG M&A experienceProven track record working on executed M&A deals in the financial institutions sector, particularly in insuranceUnwavering integrityExtraordinarily high level of motivation and commitmentCollaborative approach and desire to work closely with small, focused teamsCommercial instinct and ability to perform under pressure and tight deadlinesHigh level of focus on work quality and attention to detailSuperior financial modeling and valuation skills, especially as applied to financial institutionsComfort reading and interpreting financial statements of asset managers and specialty finance firmsStrong written and verbal communication skillsBachelor's degree required; an MBA, CA andor CFA designation would be an assetSeries 79 and 63 licensing required (or must obtain)Responsibilities:Play a key role in executing M&A transactions for insurance clientsLead and coordinate various aspects of the FIG M&A processPrepare high-quality client materials, including pitch books, offering memoranda, and complex financial models tailored to financial institutionsConduct in-depth industry and company-specific research and analysis within the insurance sectorsParticipate in client meetings and presentationsWork closely with senior bankers to develop and execute M&A strategies for FIG clientsMentor and guide junior team members on FIG-specific analysis and deal executionThis 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 pensation:The firm offers a competitive compensation package, including a base salary range of $200,000 to $250,000 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.

Created: 2025-02-28