Job Description:Job Title: Investment Banking & Capital Markets – Banker – Financial Institutions Group (Insurance)
Corporate Title: Vice President
Location: New York
What You’ll Do:
- Support execution of live transactions for the Financial Institutions Group (FIG) coverage team, including preparation of detailed memoranda and presentations, and analyzing the key attributes of client companies
- Apply financial, economic, quantitative, and qualitative methods and principles to evaluate and execute acquisitions, financings, and equity raising transactions
- Develop and apply advanced financial analyses and models
- Issue final reports of client interactions and discussions to senior management and maintain ongoing communication
How You’ll Lead:
- Experience in working with senior level management maintaining confidentiality
- Leadership skills with the capacity to take initiative as well as assume responsibility
- Create a positive, effective work environment conducive to open communications, taking initiatives, and collaborative problem-solving team culture
Skills You’ll Need:
- Proven experience in investment banking providing quantitative and analytical support for M&A and capital markets transactions (IPOs, equity follow-ons, investment grade and leveraged finance debt offerings)
- Experience supporting senior bankers across all stages of a transaction lifecycle, including pitching and bake off, preparing marketing materials and financial models and deal execution
- Background in the FIG / Insurance sector (academic and/or work experience), which includes exposure to any aspect of insurance brokers, InsurTech, insurance services and traditional insurance carriers.
- Bachelor’s degree (advanced degree preferred)
- Series 79, 63 licensing preferred
Skills That Will Help You Excel:
- Performing detailed financial modeling and valuation analyses on public and private companies
- Performing in-depth company and industry research to support live deal execution and pitches
Expectations:
It is the Bank’s expectation that employees hired into this role will work in the New York, NY office at least 4 days a week.
The salary for this position in New York City is $275,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of renumeration.
