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Job: Investment Banking Associate – Financial Institutions (M&A)

Title Investment Banking Associate – Financial Institutions (M&A)
Categories Corporate Finance, Financial Institutions, Financial Modeling, Investment Banking, M&A, Valuation Analysis
Location New York, NY
Job Information

Our global Investment Banking client is seeking to recruit a lateral Investment Banking Associate to lead due diligence and transaction execution across the financial institutions sector with a primary focus on M&A engagements.


  • Lead engagement planning, due diligence and execution
  • Assist with development and execution of client marketing plans and build relationships with clients and prospects
  • Supervise and mentor junior team members
  • Build complex financial models and conduct business valuation analysis
  • Prepare management presentations and marketing pitches
  • Develop target lists for potential buyers, investors and strategic partners
  • Conduct in-depth industry research and trend analysis


  • Bachelor’s Degree with strong academic record
  • 3+ years of FIG / Speciality Finance investment banking experience
  • Broad exposure to financial institutions, non-bank financial institutions and the speciality finance industry
  • Demonstrated M&A transaction due diligence and execution experience
  • Complex financial modeling and valuation analysis skills
  • Superb communication, interpersonal and presentation skills
  • Detail oriented with the proven ability to work independently and meet strict deadlines
  • Keen interested in building a career in the investment banking industry
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