Associate, Global Investment Banking, Financial Institutions Group (Insurance and/ or Asset & Wealth Management
Core
Provide comprehensive financial analysis and advisory support on transaction execution, new business presentations, and meetings for clients in insurance, asset management, and wealth advisory sectors.
Role type
Investment Banking Associate (Financial Institutions Group)
Builds
Transaction execution and new business origination for insurance and asset/wealth management clients
Domain
Financial Services / Investment Banking
Required skills
Financial analysis, Capital markets knowledge, Spreadsheet modeling, Quantitative and qualitative analytical skills, Finance and accounting knowledge, Regulatory compliance
Preferred skills
None stated
Technologies
None stated
Responsibilities
Conduct market research and competitive analysis on industry trends and regulatory developments; Coordinate with Industry, Product and other groups to evaluate and originate new business ideas; Proactively identify operational risks and control deficiencies; Review and comply with Firm Policies; Escalate operational risk loss events and control deficiencies to line manager and risk functions.
Seniority
Associate (5+ years experience)