CareerPlan

Investment Banking & Capital Markets – Banker – Financial Institutions Group (FIG) Associate

New York, 1 Columbus Circle, USFull-time$150k–$225k2026-10-05 → 2026-11-11
Hybrid · United States

Core

Support execution of live M&A and capital markets transactions for large-cap and mid-cap corporates and financial sponsors in the Financial Institutions Group (FIG) verticals.

Role type

Associate Investment Banker (FIG)

Builds

M&A and capital-raising services for large-cap and mid-cap corporates and financial sponsors

Domain

Investment Banking / Financial Institutions

Required skills

quantitative and analytical support for M&A and capital markets transactions, financial modeling, valuation analyses, company and industry research, preparation of memoranda and presentations, deal execution support

Preferred skills

Series 79 and 63 licensing, background in Asset Management, Banks & Diversified Financials, FinTech, or Insurance/InsurTech

Technologies

N/A

Responsibilities

Support execution of live transactions including preparation of detailed memoranda and presentations, apply financial and quantitative methods to evaluate acquisitions and financings, develop advanced financial analyses and models, issue final reports of client interactions to senior management

Seniority

Associate, execution-level IC