Senior Associate or Junior Director - FIG Advisory

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

Job summary

Perella Weinberg Partners in New York seeks a FIG senior Associate or junior Director to join our Advisory business, focusing on M&A across Insurance Brokerage, Asset & Wealth Management, and Insurtech. You’ll work on high-profile engagements within a close-knit FIG team.

The role involves building complex financial models, preparing client presentations, conducting industry research, and mentoring analysts, while delivering actionable insights to senior bankers and 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
• Superior attention to detail
• Desire to take initiative

Responsibilities

• Build complex financial valuation models
• Assist in preparing client presentations
• 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

Skills

Financial modeling

Teamwork

Communication skills

Attention to detail

Initiative

Excel

PowerPoint

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
• 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
• Superior attention to detail
• Desire to take initiative

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