About this role
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 salary for this position is $185,000 - $275,000.