Investment Banking Associate - Financial Services - Insurance

Piper Sandler Companies

$175K — $225K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree and 3-5 years of investment banking or private equity experience
  • Preferred experience in the insurance industry
  • Experience with buy-side and sell-side M&A, equity and debt financing transactions
  • Strong financial modeling skills with the ability to create client presentations
  • Proficient in due diligence and transaction execution processes
  • Excellent analytical, verbal, and written communication skills
  • Detail-oriented, organized, and able to manage multiple tasks effectively

Responsibilities

  • Assist in structuring and executing mergers and acquisitions
  • Participate in capital raising transactions
  • Provide strategic advisory services to clients
  • Collaborate closely with senior bankers on transactions
  • Contribute to building and nurturing client relationships
  • Manage and organize due diligence processes
  • Support preparation of client presentations and financial models

Benefits

  • Commitment to emotional and physical well-being of employees
  • Comprehensive benefits program for employees and their families
  • Opportunities for professional development and career growth
  • Access to a strong corporate culture
  • Engagement in teamwork and a collaborative work environment
Full Job Description
We are currently looking for an experienced Associate to join the top-ranked Insurance Investment Banking Group's team of 33 professionals based in New York City.

The Insurance Investment Banking Group is an industry powerhouse. We provide sophisticated and highly differentiated financial advisory and capital raising services to insurance services firms (distributions, claims and other services) and insurance underwriters. Our clients also include some of the largest and most sophisticated financial sponsors, pension funds and sovereign wealth funds. We are a trusted advisor to our clients, assisting them in developing and accessing alternatives to meet their strategic objectives.

Our Associates are a vital part of the Insurance Investment Banking Group, playing an important role in building our client relationships and executing transactions. The Group's market-leading deal flow will provide the Associate immediate opportunity to take part in structuring and executing a variety of mergers and acquisitions, capital raising transactions, and other strategic advisory projects. Our Associates work closely with senior bankers to expand their investment banking skillset while making a real impact on our clients' businesses. We are seeking a highly motivated candidate to join our team in New York City.

Skills and Qualifications:

  • Bachelor's Degree and 3-5 years of prior investment banking or private equity experience
  • Insurance or related industry experience preferred, but not required
  • Experience with buy-side and sell-side M&A, equity and debt financing transactions
  • Excellent financial modeling skills and experience preparing industry and client presentations
  • Experience with due diligence and transaction execution processes
  • Excellent analytical, verbal and written communication skills
  • Ability to work collaboratively as part of a deal team in a fast-paced environment
  • Extremely detail-oriented and organized with the ability to multi-task
  • Strong work ethic, motivation level, leadership qualities and desire to take initiative
  • Ability to interact with a wide range of constituents and serve as a point of contact on deal teams
  • Long-term interest in investment banking


Our clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. We offer in-depth knowledge and industry relationships in our core sectors of chemicals, consumer, diversified industrials & services, energy & power, financial services, healthcare and technology. Learn more about our investment banking team here.

Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health and well-being. Learn more about our benefits program and how we are here for our employees and their families today, tomorrow and beyond.

The anticipated starting salary range for this New York City-based position is $175,000 - $225,000 per year. Placement within this range is dependent upon level of experience. In addition, this position may be eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market.

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