Overview
The Financial Institutions Group (FIG) within our Investment Banking Division advises financial services companies on strategic transactions, capital raising, and market opportunities. Our Specialty Finance vertical focuses on non-bank financial institutions including consumer finance firms, commercial finance providers, marketplace lenders, leasing companies, structured finance vehicles, and fintech platforms.
With a robust client base ranging from emerging disruptors to established industry leaders, our team delivers customized insights and solutions across M&A, equity and debt capital markets, strategic advisory, and balance sheet optimization. Associates are integral to driving these outcomes, contributing directly to high-profile deals that shape the financial services landscape.
Key Responsibilities
- Support the execution of M&A, IPO, debt/equity financing, and restructuring assignments
- Build and maintain financial models including valuation, DCF, LBO, and merger analyses
- Perform industry and company-specific research to support transaction pitches and execution
- Create client-ready presentations and other marketing materials with clarity and precision
- Collaborate cross-functionally with senior bankers, clients, legal, and accounting teams
- Manage junior analysts and contribute to their development through training and oversight
- Stay current on Specialty Finance market trends and regulatory changes impacting the sector
Qualifications
- 2–5 years of investment banking or relevant financial services experience (e.g., private equity, consulting)
- Strong technical skills in Excel and PowerPoint; financial modeling proficiency required
- Exceptional analytical and quantitative abilities with attention to detail
- Ability to work under pressure and manage multiple projects simultaneously
- Excellent communication skills and ability to distill complex financial concepts clearly
- Deep interest in the financial services industry, particularly in fintech, lending, and specialty finance
- Bachelor’s degree required; MBA, CFA, or similar credentials a plus
