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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.
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.