Investment Banking Associate - FIG, Banks
Core
Investment Banking Associate providing strategic and financial advice to banks and depository institutions on M&A, capital formation, and balance sheet strategy.
Role type
Senior IC investment banking associate (financial institutions)
Builds
M&A transactions, capital raising deals, and balance sheet advisory assignments for banks and depositories
Domain
Financial services / Investment Banking
Required skills
Advanced financial modeling, valuation, accounting, transaction execution, project management, team leadership, regulatory capital analysis, credit quality assessment
Preferred skills
Prior investment banking associate experience, Series 79 and Series 63 licenses, fintech experience
Technologies
Microsoft Excel, PowerPoint
Responsibilities
Lead preparation and review of financial models and client presentations; Manage transaction workstreams involving M&A and capital raising; Analyze loan and deposit trends and profitability metrics; Coordinate due diligence and data room activity; Mentor and review work of Analysts; Support client meetings and relationship development
Seniority
Mid-level, hands-on IC with team leadership responsibilities