Investment Banking Associate - FIG
Job Title: Investment Banking Associate - FIG
Location: Atlanta, GA
Our Client: A leading middle‑market investment bank
Our client, a highly respected and long‑standing middle‑market investment bank, is seeking a strong Investment Banking Associate to join their Depositories & Specialty Finance M&A team based in Atlanta. This group is widely recognized for its deep sector expertise, strong transaction flow, and collaborative culture. The team advises banks, credit unions, specialty finance platforms, and financial services investors on M&A, capital raising, and strategic advisory mandates.
This is an exceptional opportunity for an Associate who wants to work directly with senior bankers, gain hands‑on deal execution experience, and build long-term career equity in one of the industry's strongest depositories advisory franchises.
Responsibilities:
- Lead and support the execution of live M&A and strategic advisory transactions
- Build detailed financial models including valuation, merger modeling, and scenario analyses
- Prepare client deliverables such as pitch materials, CIMs, management presentations, and board materials
- Conduct sector-specific research on banks, credit unions, specialty lenders, and broader financial institutions
- Manage day‑to‑day deal processes, liaise with clients, attorneys, accountants, and other transaction stakeholders
- Mentor and guide analysts on financial modeling and workstreams
Qualifications:
Required Core Qualifications:
- 2-4+ years of investment banking experience (preferably at the Analyst or Associate level)
- Strong financial modeling, valuation, and analytical skills
- Demonstrated track record supporting sell‑side and/or buy‑side M&A execution
- Excellent communication, presentation, and project management abilities
- High attention to detail and ability to manage multiple workstreams in a fast-paced environment
Preferred Experience:
- Prior experience in Depositories, Credit Unions, Specialty Finance, or Financial Institutions Group (FIG) coverage
- Familiarity with bank regulatory frameworks, balance sheet dynamics, and sector‑specific valuation drivers
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.