Strategic M&A Associate - Financial Institutions - NYC

The Weatherly Group; New York (NY); On-site; USD 140,000 - 220,000; Full time

Job summary

The Weatherly Group in New York City is seeking a Strategic M&A Associate in Financial Institutions to support deal execution and strategic advisory across banks, FinTech, and asset/wealth management. You will work closely with a small, top-ranked team on landmark transactions and client engagements.

The role emphasizes idea generation, strategic mindset, and collaboration with colleagues at all levels in a compact team.

Qualifications

• Interest in financial institutions M&A and advisory work.
• Experience in financial services a plus but not required.
• Ability to think strategically and work with senior team.

Responsibilities

• Support senior bankers on M&A assignments across banks, FinTech, and asset/wealth management.
• Contribute to idea generation and strategic analysis for transactions.
• Collaborate closely with team members across levels in a compact, high-visibility environment.

Job description

Strategic M&A Associate - Financial Institutions - NYC

• New York, NY

THE FIG M&A role even non FIG bankers should want.

Our client is THE premier global investment and advisory firm based in New York. The team has an ongoing reputation for advising on a large number of landmark transactions for each sector of FIG as compared to every other IB team on the street including other boutiques. Most teams have more MDs than this team has total members when doing these deals.

• We are seeking a newly promoted analyst, first or second year associate to join this prestigious team.
• The team works across banks, specialty finance, FinTech & asset/wealth management
• Unlike most FIG practices, you will be a member of a compact team where you have a shoulder to shoulder working relationship with all levels of team members, and interaction with client teams.
• You will be a true generalist across all sectors and valued for your idea generation and strategic mindset.
• The team's lean structure(less than 10 people) creates a massively differentiated opportunity for junior bankers to work closely with the most visible incumbent & emerging financial services and fintech companies on their most critical strategic issues.