FIG Investment Banking, Associate, NY, Global Advisory
About The Position
The Financial Institutions Group (FIG) in New York advises clients across the insurance, asset management, financial technology, and non-bank financial sectors. Its work includes mergers and acquisitions and selected equity, debt, and general corporate financial advisory engagements. The team contributes to the firm's growth in North America and its position as a global independent advisory investment bank. The Associate is an integral member of client and deal teams, supporting marketing initiatives and client development and working with public and private corporate clients, C-suite executives, boards of directors, and private equity sponsors. The role includes hands-on execution of M&A transactions and related advisory work, with a significant cross-border emphasis. It also involves managing analysts and workstreams, participating in client meetings and industry events, and contributing to the firm's culture and talent development.
Requirements
- Bachelor’s degree in finance or a similar field from a leading academic institution.
- Prior experience at a top-tier corporate finance adviser or investment bank in M&A.
- Prior FIG M&A experience at an advisory firm or investment bank.
- Proven quantitative and analytical skills in developing corporate financial models and valuations, with a deep understanding of financial statement analysis.
- Ability to provide direction and leadership, foster a strong team environment, and build effective relationships across individuals, teams, business lines, and geographies.
- Ability to build long-term professional relationships that add client value and support business development.
- Experience leading client presentations, managing projects, and executing transactions.
- Strong organization and attention to detail, with the ability to manage several projects simultaneously in a fast-paced environment and meet critical deadlines.
- Knowledge of the financial and regulatory environments relevant to M&A.
- Exceptional analytical, quantitative, and communication skills.
- Ability to work as part of cross-border deal teams.
- Advanced Microsoft Office skills, including Word, PowerPoint, and Excel.
Nice To Haves
- MBA or equivalent graduate degree in finance with prior experience.
Responsibilities
- Execute FIG transactions, including sell-side and buy-side M&A, spin-offs, split-offs and carve-outs, LBOs, debt advisory, and equity advisory.
- Oversee and assist with financial modelling, valuation, comparable and relative-value analyses, and market-specific analysis, including integrated three-statement models and valuation outputs and sensitivities.
- Lead analysis of corporate finance transactions involving strategic alternatives, acquisitions, mergers, and equity and debt capital markets events.
- Draft client pitches and marketing materials for acquisitions, disposals, mergers, refinancing, and equity capital markets alternatives, as well as related internal documentation, coordinating with internal and external resources.
- Conduct quantitative and qualitative economic, industry, and company research and analysis.
- Manage analysts and oversee workstreams.
- Attend client meetings, industry conferences, and external training sessions.
- Adhere to compliance regulations and confidentiality policies.
- Contribute to the firm's culture and recruiting, training, and development efforts.
Benefits
- Rothschild & Co employee benefits package.
- Successful candidates may be eligible for a discretionary bonus.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
