Our client is a newly established boutique investment bank dedicated to providing high-impact strategic advisory and M&A services to financial institutions. Their founding partners bring decades of experience from top-tier global banks, and are building a firm that combines deep industry expertise with a modern, collaborative culture. They focus on long-term client relationships, thoughtful execution, and a balanced approach to work and life.
Role Overview
They are seeking a highly motivated Investment Banking Fig Analyst to join their team. This is a unique opportunity to be part of a growing platform where you will play a meaningful role in transaction execution, client engagement, and firm-building initiatives.
Key Responsibilities
• Support execution of M&A and strategic advisory transactions for clients across the financial services sector (including banks, insurance, asset management, fintech, and specialty finance).
• Build and maintain detailed financial models, including valuation (DCF, precedent transactions, trading comps), merger models, and scenario analyses.
• Prepare client presentations, pitch materials, and internal memos with a high degree of accuracy and polish.
• Conduct industry research, competitive benchmarking, and financial analysis to support deal origination and execution.
• Collaborate closely with senior bankers and clients in a flat, entrepreneurial team structure.
Qualifications
• 1-3 years of experience in investment banking, private equity, or a related financial role, with a strong preference for M&A and FIG exposure.
• Exceptional financial modeling and analytical skills.
• Strong proficiency in PowerPoint and Excel; familiarity with financial databases (e.g., Capital IQ, Bloomberg) is a plus.
• Excellent written and verbal communication skills.
• Highly organized, detail-oriented, and able to manage multiple workstreams in a fast-paced environment.
• A collaborative mindset and a desire to contribute to a positive, team-oriented culture.
What They Offer
• A rare opportunity to join a high-growth firm at an early stage.
• Direct exposure to senior leadership and clients.
• A culture that values collaboration, integrity, and sustainable performance.
• Commitment to work-life balance and professional development.
