CareerPlan

Associate, FIG Investment Banking - New York

New York, NY, USAFull-time2026-07-31 → 2026-11-11
Based in United States

Core

Associate in the Financial Institutions Group (FIG) Investment Banking team providing deep industry sector expertise, innovative thinking, and world-class execution across a full suite of products to clients through an integrated Capital Markets platform.

Role type

Associate Investment Banker (Financial Institutions Group)

Builds

Integrated Capital Markets platform solutions for private and middle market companies

Domain

Financial Services / Investment Banking / Financial Institutions

Required skills

Financial modeling, Credit analysis, Deal execution, Quantitative analytics, Financial analysis, Industry research, Regulatory knowledge, Client relationship management, Strategic planning, Risk assessment

Preferred skills

FIG Investment Banking experience, Undergraduate degree in finance/economics/accounting with outstanding academic achievement, 3+ years of investment banking or valuation experience at a financial analyst level

Technologies

Financial computer applications, Database management tools

Responsibilities

Develop and present mandates for new opportunities, Create pitch books for clients, Monitor client and industry changes, Initiate contact with partners for new client sales, Manage a diverse portfolio of private and middle market companies, Conduct due diligence including client visits and business model analysis, Create financial models to analyze client portfolios, Provide analytical findings to deal teams, Mentor and provide direction to Analysts, Ensure alignment between stakeholders

Seniority

Mid-level (4-6 years experience), hands-on IC with mentoring responsibilities