Investment Banking Associate

Smith Arnold Partners; Houston (TX); On-site; USD 175,000 - 200,000; Full time

Job summary

Smith Arnold Partners in Houston seeks an FIG Investment Banking Associate to execute and support M&A mandates across sub-sectors including Insurance, Wealth Management, Asset Management, Fintech and Banks.

You will build detailed financial models, valuations and transaction materials, prepare client presentations and CIMs, and collaborate with senior bankers on live transactions. Travel to client sites may be required.

Qualifications

• BA/BS in Finance, Economics, Business or related field.
• 3–5 years of Investment Banking experience.
• Strong M&A execution experience required.

Responsibilities

• Execute and support M&A mandates from pitch through closing.
• Build and maintain detailed financial models, valuations and materials.
• Prepare client presentations, pitch books and CIMs.
• Coordinate with clients, lawyers, accountants and other advisors.
• Work with live transactions and develop market specialization.

Skills

M&A execution

Financial modeling

Valuation

PowerPoint

Excel

Communication

Multiple transactions management

FIG knowledge

Licenses: Series 7/79/63

Education

BA/BS in Finance, Economics or related field

Tools

PowerPoint

Excel

Job description

A leading national middle-market, full-service Investment Bank is continuing to take market share within its Financial Institutions Group. The firm has a strong presence across key FIG sub-verticals, including Fintech, Banks, Wealth Management, Insurance, Asset Management, Payments and Specialty Finance

This is one of the strongest Investment Banking platforms on the street, driven by experienced leadership, a full-service offering and continued growth across FIG. The group is led by a well-known industry leader, with MDs coming from leading middle-market firms, elite boutiques and bulge brackets.

What People Are Saying About the Company:

• Ideal platform for Investment Bankers looking to build a long-term career at a top-tier middle-market firm
• Opportunity to work alongside and learn from some of the best FIG Investment Bankers in the market
• Strong exposure to senior bankers, clients and live transactions

Title: FIG Investment Banking – Associate

Salary: $175,000 – $200,000 + Bonus

Location: Houston, TX / Chicago / New York City Possible

Day to Day - Responsibilities

• Execute and support M&A mandates from pitch through closing
• Build and maintain detailed financial models, valuation analyses and transaction materials
• Prepare client presentations, pitch books, CIMs, management presentations and other marketing materials
• Conduct company, industry and market research across FIG sub-sectors
• Support senior bankers in business development, pitches and client origination
• Participate in due diligence processes and coordinate with clients, lawyers, accountants and other advisors
• Work closely with FIG and Insurance MDs and Directors on live transactions and strategic assignments
• Develop a strong understanding of key FIG subsectors, with an opportunity to become a market specialist
• Help mentor and develop Analysts while contributing to a collaborative team environment
• Monitor industry trends, M&A activity, valuations and relevant market developments
• Take increasing ownership of transaction execution and client-facing responsibilities

Role Requirements

• BA/BS in Finance, Economics, Business or a related field
• 3–5 years of relevant Investment Banking experience
• Strong M&A execution experience is required
• FIG experience strongly preferred, particularly in **Insurance, Wealth Management, Asset Management, Fintech, InsurTech, Banks, Payments or Specialty Finance**
• Experience working on both buy-side/sell-side transactions** preferred
• Strong financial modeling, valuation and analytical skills
• Excellent PowerPoint and Excel skills
• Ability to manage multiple transactions and work effectively in a fast-paced environment
• Strong written and verbal communication skills
• Demonstrated ability to work effectively with senior bankers and clients
• Series 7, 79 and 63 licenses preferred
• Strong interest in developing a long-term career within Financial Institutions Investment Banking
• Willingness to travel as needed for clients