About The Position

Our New York office is looking for talented investment bankers at the Senior Associate and Vice President level to join our leading wealth and asset management investment banking coverage team. Successful candidates will have the opportunity to work with preeminent, global clients on a wide range of complex transactions including M&A, IPOs, private capital and debt raises, and other strategic advisory engagements. We work closely with clients (including broker-dealers, registered investment advisors, private banks, trust companies, institutional consultants, retirement-plan advisors, digital wealth firms, etc.) at the C-suite level to provide best-in-class strategic advice and execution, collaborating closely with other industry and product bankers across the Firm globally. We pride ourselves on maintaining an excellent culture and investing in the career development of our team.

Requirements

  • 5-7 years of experience, or 3-5 years of post-MBA experience, within the investment banking industry as an Analyst, Associate, and/or Vice President with a proven track record working on executed deals across M&A and capital markets
  • Unwavering integrity
  • Extraordinarily high level of motivation and commitment
  • Collaborative approach and desire to work closely with teams
  • Commercial instinct and ability to perform under pressure and tight deadlines
  • High level of focus on work quality and attention to detail
  • Superior valuation skills
  • Comfort reading and interpreting financial statements
  • Strong written and verbal communication skills
  • Bachelor’s degree required
  • Series licensing or must obtain

Nice To Haves

  • An MBA, CA and/or CFA designation would be an asset

Responsibilities

  • Work with preeminent, global clients on a wide range of complex transactions including M&A, IPOs, private capital and debt raises, and other strategic advisory engagements.
  • Provide best-in-class strategic advice and execution to clients at the C-suite level.
  • Collaborate closely with other industry and product bankers across the Firm globally.

Benefits

  • Ample opportunity to move about the business for those who show passion and grit in their work.
  • Attractive and comprehensive employee benefits and perks in the industry.
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