Investment Banking Associate

About the Role

The Financial Institutions Group (FIG) provides clients with mergers & acquisitions (M&A)/advisory, capital raising, and general financial advice through qualitative and quantitative analysis. FIG professionals are located in New York, London, Hong Kong, and globally.

Key Responsibilities

• Assist in the origination and execution of FIG transactions for domestic and foreign corporate and private equity clients.
• Work on major workstreams of FIG transactions, including diligence, the development of financial projections and analyses, and all client deliverables.
• Independently prepare, interpret, and discuss analytical data.
• Present to internal and external clients effectively and with confidence.
• Collaborate with colleagues across the globe to provide clients with seamless transaction execution.
• Generate new ideas and creative approaches that push the business forward.
• Make sound and balanced judgments within professional, ethical, regulatory, and legal standards.

Requirements & Tech Stack

• Experience in executing public and private FIG transactions.
• Ability to work effectively with both corporate and private equity clients.
• Strong analytical skills and proficiency in all relevant financial analyses.
• Demonstrated track record of taking initiative and managing teams.
• Curiosity to explore how AI can improve how we build, deliver, and optimize workflows.
• Use sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.

Qualifications

• Undergraduate degree.

Salary Information

• New York: the salary range for this role is $175,000 to $200,000. This range is based on factors including, but not limited to, experience, qualifications, education, location, and skill level.
• This role may also be eligible for discretionary incentive compensation.