Associate, Investment Banking, Financial Institutions Group
Core
Associate in US Investment Banking division focused on transaction execution, new business presentations, and client meetings for Financial Institutions.
Role type
Associate Investment Banker (Financial Institutions Group)
Builds
Pitch books, client materials, and transaction execution support for bank clients.
Domain
Financial Services / Investment Banking
Required skills
Merger modeling, Transaction execution, Financial statement analysis, Bank valuation, Financial engineering, Quantitative analysis, Regulatory licensing (Series 79 & 63)
Preferred skills
MBA/MS in Finance/Accounting, Prior FIG experience, Strong analytical skills, Independent initiative
Technologies
N/A
Responsibilities
Execute transactions and prepare new business presentations, Coordinate with industry/product groups to originate business ideas, Identify and escalate operational risks and control deficiencies, Review compliance with firm policies.
Seniority
Mid-level (3+ years experience)