Investment Banking FIG Associate

Our client is a newly established boutique investment bank dedicated to providing high-impact strategic advisory and M&A services to financial institutions. Their founding partners bring decades of experience from top-tier global banks, and are building a firm that combines deep industry expertise with a modern, collaborative culture. They focus on long-term client relationships, thoughtful execution, and a balanced approach to work and life.

Role Overview

They are seeking a highly motivated Investment Banking FIG Associate to join their team. This is a unique opportunity to be part of a growing platform where you will play a meaningful role in transaction execution, client engagement, and firm-building initiatives.

Key Responsibilities

• Lead the execution of M&A and strategic advisory transactions across the financial services sector, including banking, insurance, asset management, fintech, and specialty finance.
• Oversee and review complex financial models, including DCF, precedent transactions, trading comparables, and merger models; ensure analytical rigor and accuracy.
• Drive the preparation of client deliverables such as pitch books, management presentations, and internal committee materials with a high standard of quality and strategic insight.
• Conduct and synthesize industry research, market trends, and competitive benchmarking to support transaction execution and business development efforts.
• Manage junior team members, providing guidance on analysis, modeling, and presentation development; ensure timely and high-quality output.
• Collaborate directly with senior bankers and clients, contributing to strategic discussions and transaction structuring in a fast-paced, entrepreneurial environment.

Qualifications

• 3-5 years of experience in investment banking, private equity, or a related financial role, with demonstrated transaction experience in M&A and/or financial institutions (FIG)
• Advanced financial modeling and valuation skills, with the ability to independently build and audit complex models.
• Strong command of Microsoft Excel and PowerPoint; experience with financial databases such as Capital IQ, Bloomberg, and FactSet is preferred.
• Excellent communication skills, both written and verbal, with the ability to present complex ideas clearly and persuasively.
• Proven ability to manage multiple workstreams and deadlines with a high degree of attention to detail.
• Team-oriented mindset with leadership potential and a strong desire to contribute to a collaborative, high-performance culture.

What They Offer

• A rare opportunity to join a high-growth firm at an early stage.
• Direct exposure to senior leadership and clients.
• A culture that values collaboration, integrity, and sustainable performance.
• Commitment to work-life balance and professional development.