Associate

About the Role

The Financial Institutions Group (FIG) in New York focuses on mergers & acquisitions as well as selective equity, debt, and general corporate financial advisory engagements across the insurance, asset management, financial technology, and non-bank financial sectors. This role is integral to client and deal teams, encompassing marketing initiatives, client development, and the execution of M&A, sell-side, and buy-side transactions.

Key Responsibilities

• Execute live deals in FIG, including sell-side M&A, buy-side M&A, spin-offs, split-offs/carve-outs, LBOs, Debt Advisory, and Equity Advisory, with a significant cross-border emphasis.
• Oversee and assist in financial modelling, valuation, comparable and relative value analyses, and market-specific analysis, including three-statement integrated financial models and relevant valuation outputs/sensitivities.
• Spearhead analysis of corporate finance transactions for reviewing strategic alternatives, acquisitions, mergers, and equity and debt capital market events.
• Draft client pitches and marketing materials for acquisitions, disposals, mergers, refinancing, and equity capital market alternatives, along with associated internal documentation.
• Conduct extensive quantitative and qualitative economic, industry, and company research and analysis.
• Manage analysts and oversee various work streams.
• Attend client meetings, industry conferences, and external training sessions.
• Adhere to all compliance regulations and confidentiality policies.
• Contribute to firm culture, and recruiting, training, and development efforts.

Requirements & Tech Stack

• Prior experience within a top-tier corporate finance adviser/investment bank in M&A required.
• Prior FIG M&A experience at an advisory firm or investment bank required.
• Proven quantitative and analytical skills to develop corporate financial models and valuations with a deep understanding of financial statement analysis.
• Ability to provide direction and leadership to build a strong team environment and effective relationships across individuals, teams, business lines, and geographies.
• Ability to build long-term, professional relationships that add value to the client and lead to business expansion.
• Experience leading client presentations, managing projects, and transaction execution.
• Well-organized, detailed, and capable of simultaneously managing several projects in a fast-paced environment to meet critical deadlines.
• Knowledge of the relevant financial and regulatory environments surrounding M&A.
• Exceptional analytical, quantitative, and communication skills.
• Team player, capable of working in cross-border deal teams.
• Advanced Microsoft Office skills (Word, PowerPoint, and Excel).

Qualifications

• Bachelor’s Degree in finance (or similar) from a leading academic institution.
• MBA or equivalent graduate degree in Finance with prior experience, preferred.