Senior Associate or Junior Director, FIG Advisory

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.

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

Qualifications:

• 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

The annualized base salary for this position is $185,000 - $275,000.