Senior Associate or Junior Director, FIG Advisory
Perella Weinberg Partners•New York, NY
•$185,000 - $275,000
About The Position
Perella Weinberg is actively seeking a Financial Institutions Group (FIG) senior Associate or junior Director to join our Advisory business. This is a great opportunity to join a team of highly seasoned professionals focused on M&A advisory services across Insurance Brokerage and Services, Asset and Wealth Management, Insurance and Insurtech. Associates and Directors at Perella Weinberg work as members of deal teams providing a broad range of services to the Firm’s clients. This role will work on high profile, complex engagements and transactions in close coordination with the firm’s FIG team.
Requirements
- Bachelor’s degree with 2+ years FIG investment banking experience
- Advanced understanding and knowledge of FIG industry participants, performance drivers, trends and challenges
- Prior work experience with accounting, financial or market data, databases, or analysis tools (Factset, CapitalIQ, SNL, Bloomberg), Excel, PowerPoint
- Ability to work well in a team-oriented environment and enjoy collaborating with others on projects
- Excellent verbal and written communication skills
- Strong financial modeling, finance, and accounting skills
- Strong project management skills
- Superior attention to detail
- Desire to take initiative
Responsibilities
- Build complex financial valuation models
- Assist in preparing client presentations
- Engage in due diligence processes
- Conduct company and industry research
- Provide ideas and leverage to senior bankers on new business opportunities
- Develop and deliver expert industry knowledge
- Monitor and analyze financial information (economic, industrial, and corporate developments) to produce forecasts of business, industry, and economic conditions for use in advising clients on deals
- Oversee analysts in the preparation and analysis of presentation and transaction materials
- Develop and provide guidance to analyst resources
- Establish and maintain the respect and trust of clients
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
