SVP Investment Banking

Smith Arnold Partners; New York (NY); Hybrid; USD 250,000 - 275,000; Full time

Job summary

Smith Arnold Partners in New York seeks a Vice President to join its Financial Institutions Group (FIG) team on a hybrid schedule. The role centers on leading complex transactions, overseeing junior staff, and strengthening client relationships across insurance and broader financial services.

You will drive deal execution, prepare pitches and memoranda, and perform advanced financial modeling and valuation analyses while collaborating with senior leadership on business development.

Qualifications

• 6–10 years of investment banking experience with FIG/insurance exposure.
• Proven ability to lead multiple transactions from start to finish and manage deal teams.
• Strong origination support skills and client relationship development.
• Advanced financial modeling, valuation, and analytical abilities.

Responsibilities

• Lead execution of buy-side and sell-side M&A, capital markets, and strategic advisory within FIG.
• Oversee Associates and Analysts; manage deal teams and workflows.
• Prepare and present pitch books, information memoranda, and management presentations.
• Conduct and oversee complex financial modeling, valuation analyses, and strategic reviews.
• Support origination efforts by identifying opportunities and participating in client pitches.
• Expand relationships with existing clients and build new ones in targeted FIG sub-sectors.
• Coordinate due diligence with legal, accounting, and other advisors.
• Stay informed on market trends, regulatory developments affecting financial institutions.

Skills

Leadership

Client relationships

Financial modeling

Valuation

Analytical skills

Written and verbal communication

Education

Bachelor's degree in Finance/Economics/Business

MBA or advanced degree

Tools

Excel

PowerPoint

Financial databases

Job description

A leading boutique investment banking platform dedicated to the global insurance and broader financial institutions sector is seeking a Vice President to join its high-performing FIG team. Backed by one of the fastest-growing and most respected financial services advisory groups in the world, this platform offers senior bankers the resources, expertise, and network to win and execute complex transactions in insurance, specialty finance, and other financial services verticals.

The Vice President will play a leadership role in transaction execution, oversee Associates and Analysts, contribute to client relationship management, and work closely with senior leadership on business development initiatives. This position is ideal for a banker who thrives in an entrepreneurial, collaborative environment while managing multiple high-profile assignments.

Title: Investment Banking – Financial Institutions Group (FIG) Senior Vice President (SVP)

Salary: $250,000 – $275,000 + Bonus

Location: New York, NY (Hybrid)

Responsibilities:

• Lead the execution of buy-side and sell-side M&A, capital markets, and strategic advisory transactions within FIG, with a strong focus on insurance, insurance technology or insurance services.
• Manage deal teams, supervising Associates and Analysts to ensure high-quality work products and efficient workflows.
• Take a lead role in preparing and presenting pitch books, information memoranda, management presentations, and other client materials.
• Conduct and oversee complex financial modeling, valuation analyses, and strategic reviews.
• Support origination efforts of senior team (Partners/MDs) by identifying potential opportunities, conducting prospect research, and participating in client pitches.
• Maintain and expand relationships with existing clients while building new ones in targeted FIG sub-sectors.
• Coordinate due diligence processes and liaise with legal, accounting, and other advisors.
• Stay informed on market trends, competitive dynamics, and regulatory developments impacting the financial institutions sector.

Requirements:

• Bachelor’s degree in business administration, Finance, Economics, or related field; MBA or other advanced degree a plus.
• 6–10 years of relevant experience in investment banking, with strong exposure to FIG and insurance sector transactions.
• Proven ability to lead multiple transactions from start to finish while managing teams.
• Strong origination support skills and a demonstrated ability to develop client relationships.
• Advanced financial modeling, valuation, and analytical skills.
• Excellent written and verbal communication abilities, with a track record of delivering high-impact client presentations.
• Proficiency in Excel, PowerPoint, and financial databases.
• Series 79, 63, and 7 licenses is a must
• Self-motivated with strong leadership skills, business acumen, and attention to detail.