FIG Investment Banking Associate

A leading national middle-market, full-service Investment Bank is continuing to take market share within its Financial Institutions Group. The firm has a strong presence across key FIG sub-verticals, including Fintech, Banks, Wealth Management, Insurance, Asset Management, Payments and Specialty Finance

This is one of the strongest Investment Banking platforms on the street, driven by experienced leadership, a full-service offering and continued growth across FIG. The group is led by a well-known industry leader, with MDs coming from leading middle-market firms, elite boutiques and bulge brackets.

What People Are Saying About the Company:

* Ideal platform for Investment Bankers looking to build a long-term career at a top-tier middle-market firm
* Opportunity to work alongside and learn from some of the best FIG Investment Bankers in the market
* Strong exposure to senior bankers, clients and live transactions

Title: FIG Investment Banking – Associate
Salary: $175,000 – $200,000 + Bonus
Location: Charlotte, NC (On-Site) ; may consider Chicago and or New York City

Day to Day – Responsibilities

* Execute and support M&A mandates from pitch through closing
* Build and maintain detailed financial models, valuation analyses and transaction materials
* Prepare client presentations, pitch books, CIMs, management presentations and other marketing materials
* Conduct company, industry and market research across FIG sub-sectors
* Support senior bankers in business development, pitches and client origination
* Participate in due diligence processes and coordinate with clients, lawyers, accountants and other advisors
* Work closely with FIG and Insurance MDs and Directors on live transactions and strategic assignments
* Develop a strong understanding of key FIG subsectors, with an opportunity to become a market specialist
* Help mentor and develop Analysts while contributing to a collaborative team environment
* Monitor industry trends, M&A activity, valuations and relevant market developments
* Take increasing ownership of transaction execution and client-facing responsibilities

Requirements

* BA/BS in Finance, Economics, Business or a related field
* **3–5 years of relevant Investment Banking experience**
* Strong M&A execution experience is required
* FIG experience strongly preferred, particularly in **Insurance, Wealth Management, Asset Management, Fintech, InsurTech, Banks, Payments or Specialty Finance**
* Experience working on both buy-side/sell-side transactions** preferred
* Strong financial modeling, valuation and analytical skills
* Excellent PowerPoint and Excel skills
* Ability to manage multiple transactions and work effectively in a fast-paced environment
* Strong written and verbal communication skills
* Demonstrated ability to work effectively with senior bankers and clients
* Series 7, 79 and 63 licenses preferred
* Strong interest in developing a long-term career within **Financial Institutions Investment Banking**
* Willingness to travel as needed for clients