Senior Associate or Junior Director, FIG Advisory

Perella Weinberg Partners; New York (NY); On-site; USD 185,000 - 275,000; Full time

Job summary

Perella Weinberg Partners seeks a FIG senior Associate or junior Director to join our Advisory team in New York. You will work on high-profile M&A assignments for Insurance, Asset & Wealth Management, and Insurtech clients, guiding analysts and delivering client-ready analyses.

Ideal candidates have 2+ years FIG IB experience and strong modeling, research and presentation skills. Base salary is $185k–$275k, with a clear path to leadership within a collaborative deal-team environment.

Qualifications

• Bachelor's degree and 2+ years in FIG investment banking.
• Strong understanding of FIG participants, drivers & trends.
• Experience with market data tools and MS Office.
• Collaborative, detail-oriented and proactive.

Responsibilities

• Build complex financial valuation models for deals.
• Prepare client presentations and due diligence work.
• Conduct company and industry research to support engagements.
• Provide ideas to senior bankers on new opportunities.
• Develop and share industry knowledge with the team.
• Forecast business, industry, and economic conditions for advisory work.
• Supervise analysts in preparing presentation materials.
• Guide analysts and maintain client trust.

Skills

Financial modeling

Teamwork

Communication

Initiative

Attention to detail

Project management

Education

Bachelor's degree

Tools

Factset

CapitalIQ

SNL

Bloomberg

Excel

PowerPoint

Job description

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 salaryfor this position is$185,000 - $275,000.