Investment Banking – Financial Institutions Group – FinTech, Wealth, & Asset Management – Associate
On-site · New York City, New York, United States
Job Summary
Associate in the FinTech, Wealth and Asset Management team responsible for the full cycle of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. Will lead in implementing the execution function with analysts and associates, assist more senior bankers, develop core valuation and financial modelling skills (DCF, comparables, LBO analyses), interact with senior team members and client management to execute transactions, participate in graduate recruiting, and contribute to strategy discussions and client meetings. This role emphasizes leadership, mentorship, and the ability to generate and execute transactions in M&A and capital markets contexts.
Required Qualifications
- Prior work experience in an investment banking front office role
- A well-rounded academic background from a top tier educational institution
- Strong financial modelling skills
- Understands transaction cycle and the steps in the process and is execution oriented
- Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
- Self-directed, highly motivated, and able to work independently
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