FIG Investment Banking, Associate, NY, Global Advisory

Rothschild & Co; New York (NY); Hybrid; USD 175,000 - 200,000; Full time

Job summary

Rothschild & Co in New York seeks a senior professional to join the Financial Institutions Group, focusing on mergers and acquisitions across insurance, asset management, fintech, and non-bank financial sectors. You will be integral to client and deal teams, supporting marketing, client development, and the hands-on execution of M&A, sell-side and buy-side transactions.

The role requires prior top-tier corporate finance or investment banking experience in M&A, strong quantitative and analytical

Qualifications

• Bachelor's Degree in finance from a leading academic institution.
• MBA or equivalent graduate degree in Finance with prior experience preferred.
• Top-tier corporate finance adviser/investment bank experience in M&A required.

Responsibilities

• Execute live deals in FIG including sell-side/buy-side M&A, spin-offs, LBOs and debt/equity advisory.
• Oversee financial modelling, valuation analyses and market-specific studies.
• Draft client pitches and marketing materials for acquisitions, disposals and equity market options.
• Coordinate with internal and external resources to produce transaction documents and analyses.
• Conduct extensive quantitative and qualitative research on industries and companies.
• Manage analysts and oversee multiple work streams.
• Attend client meetings, industry conferences and training sessions.

Skills

M&A

Financial modelling

Cross-border deals

Valuation

Leadership

Excel

Education

Bachelor's degree in finance

MBA or equivalent graduate degree in Finance

Tools

Microsoft Office (Word, PowerPoint, Excel)

Job description

About Us

Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet. We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows. As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward. Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.

Overview of Role

The Financial Institutions Group in New York focuses on mergers & acquisitions as well as selective equity, debt and general corporate financial advisory engagements across the insurance, asset management, financial technology, and non-bank financial sectors. The rapidly growing team plays a critical role in contributing to the strong development of the firm in North America which is a core pillar of our global growth strategy and key to maintaining our reputation as a global leading independent advisory investment bank.

You will be an integral member of client and deal teams on all assignments, ranging from marketing initiatives, client development and cultivation of public and private corporate clients (C-suite and boards of directors) and private equity sponsors to the hands on execution of M&A, sell side and buy sides transactions.

Responsibilities

• Execute live deals in FIG which may include sell-side M&A, buy-side M&A, spin-offs, split-offs/carve-outs, LBOs, Debt Advisory and Equity Advisory with significant cross-border emphasis
• Oversee and assist in financial modelling, valuation, comparable and relative value analyses and market-specific analysis, including three-statement integrated financial models and relevant valuation outputs/sensitivities
• Spearhead analysis of broad range of corporate finance transactions for reviewing strategic alternatives, acquisitions, mergers and equity and debt capital market's events
• Draft client pitches and marketing materials including acquisitions, disposals, mergers, refinancing and equity capital market alternatives, as well as associated internal documentation through coordination with internal and external resources
• Conduct extensive quantitative and qualitative economic, industry and company research and analysis
• Managing analysts and overseeing various work streams
• Attend client meetings, industry conferences, and external training sessions
• Adhere to all compliance regulations and confidentiality policies
• Contribute to Rothschild & Co's unique firm culture, and recruiting, training and development efforts

Education and Qualifications

• Bachelor's Degree in finance (or similar) from a leading academic institution.
• MBA or equivalent graduate degree in Finance with prior experience, preferred

Experience, Skills and Competencies Required

• Prior experience within a top tier corporate finance adviser/investment bank in M&A required
• Prior FIG M&A experience at an advisory firm or investment bank required
• Proven quantitative and analytical skills to develop corporate financial models and valuations with a deep understanding of financial statement analysis
• Ability to provide direction and leadership in order to build a strong team environment and to build effective relationships between individuals, teams and lines of business, across different geographies
• Ability to build long-term, professional relationships that add value to the client and lead to the expansion of the business
• Experience leading client presentations, managing projects and the execution of transactions
• Well organized, detailed and the ability to simultaneously manage several projects in an extremely fast paced environment in order to meet critical deadlines
• Knowledge of the relevant financial and regulatory environments that surrounds M&A
• Exceptional analytical, quantitative and communication skills
• Team player, capable of working in cross-border deal teams
• Advanced Microsoft Office skills (Word, PowerPoint and Excel)

Salary

Expected base salary rates for this role in our New York Office will be between $175,000 and $200,000 per year at the commencement of employment. However, salary offers are determined on an individualized basis and are based on a wide range of factors, including relevant skills, training, experience and education. Market and organizational factors are also considered.

In addition to salary and our Rothschild & Co employee benefits package, successful candidates may be eligible to receive a discretionary bonus.

Equal Opportunity & Inclusion

Rothschild & Co North America is an equal opportunity employer. If you are a qualified individual with a disability or disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access this career website.

Company Culture

One reason for the long-term success of our business is the importance we place on being principled. It is this belief that drives both the way we work with our clients and the way we hire, manage and develop our people – and we look for the same qualities from them in return.

Our teams reflect the diverse needs of our clients, businesses and the markets we operate in around the world. We value, and seek to maintain, an eclectic mix of skills and backgrounds – encouraging everyone to come together to share their perspectives for the good of each other, the business and our clients.