Financial Institutions Group (FIG) Investment Banking Associate – Insurance Sector

Job Description

FIG Insurance Associate | Oliver James

The Tone:
This is an Investment Banking Associate role, located in New York. The company is a top-tier global bank with a rapidly growing Financial Institutions Group. This position is vital for an insurance IB practice that combines the robust resources of a major global bank with the agility of a team in active growth. The team has established client relationships and a strong deal pipeline, making this a significant opportunity to contribute to diverse transactions across the insurance sector.

The TL;DR
• Role: Early Career
• Location: In-person, New York, United States
• Team: Part of the Financial Institutions Group (FIG) Investment Banking practice, led by highly experienced senior bankers.
• Mission: Work across a broad range of advisory and capital markets transactions for insurance clients.

What You’ll Actually Do
• Transactions: Work on live M&A and capital markets transactions spanning P&C, life, reinsurance, and broking.
• Financial Analysis: Build and maintain financial models, valuation analyses, and transaction materials.
• Research: Conduct sector and company research to support business development efforts.
• Presentations: Contribute to pitch materials and client presentations across the insurance coverage universe.
• Client Engagement: Have direct exposure to senior bankers and clients from day one, with meaningful responsibility across all stages of deal execution.

The Must-Haves
• Background: Investment Banking, with a preference for Financial Institutions Group (FIG) or insurance domain knowledge.
• Experience: 2 to 4 years of investment banking experience.
• Skills: Strong financial modelling and analytical skills; ability to manage multiple workstreams.
• Bonus: Prior exposure to insurance sector transactions; coverage or execution experience in FIG or insurance.