Investment Banking - Financial Institutions Group, Insurance - Associate

Aumni; New York (NY); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

TwinThread is seeking a skilled Investment Banking Associate to join their Financial Institutions Group, focusing on the Insurance vertical. The role involves participating in the full cycle of transaction execution, including preparing financial analyses and leading teams. Candidates should have prior investment banking experience and strong financial modeling skills. The position offers a competitive rewards package including health coverage and retirement plans. Join a dynamic team and contribute to strategic client meetings and M&A transactions.

Qualifications

• Prior work experience in an investment banking front office role.
• Strong financial modeling skills.
• Experienced in executing transactions.

Responsibilities

• Develop content for strategic meetings with clients regarding M&A or capital market transactions.
• Interact daily with senior team members and clients to execute transactions.
• Guide and review detailed valuation analyses, including DCF and comparables.

Skills

Financial modeling

Transaction cycle understanding

Impeccable communication

Self-motivated

Education

Top tier educational background

Job description

We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Financial Institutions Group specifically in our Insurance Vertical.

Job Summary

As an Associate in the Financial Institutions Group, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.

Job Responsibilities

• Develop content for strategic meetings with clients regarding M&A or capital market transactions
• Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
• Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
• Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
• Provide leadership, mentorship and supervision to Associates and Analysts
• Participate in graduate recruiting

Required qualifications, capabilities, and skills

• Prior work experience in an investment banking front office role.
• A well-rounded academic background from a top tier educational institution.
• Strong financial modelling skills
• Understands transaction cycle and the steps in the process and is execution oriented.
• Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
• Self-directed, highly motivated, and able to work independently

Benefits

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

Equal Employment Opportunity

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

We're seeking an Associate to join our FIG team and focus on Insurance.