The Financial Institutions Group based in New York is a growing and critically important strategic initiative. They provide coverage across various sub-verticals including Banks, Specialty Finance, FinTech and Insurance.
Client Details
Global investment firm
Description
- Analyze and manage the analysis of market trends, competitive landscapes, and publicly traded company financials in order to identify potential client solutions and new market opportunities
- Help prepare and contribute to deal pitches including idea generation and identify, research, and analyze M&A and financing opportunities
- Integrate strategic ideas derived from various analyses, forecasts, business plans, and research into presentations for various stakeholders
- Analyze, structure and execute transactions on behalf of corporate clients with a focus on Financial Institutions, including Banks, Specialty Finance (consumer and commercial), FinTech, and Insurance companies
- Lead day-to-day project management and execution on a broad range of advisory and financing transactions, including developing and overseeing detailed financial and accounting analyses
- Perform and review pro forma transaction impact analyses for potential and live transactions including M&A and equity and debt financings
- Perform due-diligence on Financial Institution companies, including generating and managing financial and operational diligence requests, discussing diligence requests with management and employees, and performing detailed analyses on private financial information
- Manage deal execution, including preparation of marketing materials, teasers, confidential information memorandums; conducting due diligence processes; drafting non-disclosure agreements and other legal documents with lawyers and potential buyers
- Present to clients, including top-executives, on topics such as strategic alternatives, industry updates, capital markets activities, and corporate governance issues
- Build and develop relationships with clients through ongoing engagement and demonstration of financial and industry knowledge
- Employ databases including Bloomberg, Thomson Eikon, SNL and FactSet to perform comparable company and precedent transactions analyses
- Mentor and guide junior staff across multiple projects at one time
Profile
- 6 - 8 years of relevant investment banking experience
- Significant level of maturity and the ability to work as a team interfacing with top company executives and senior management
- Highly organized, with the initiative and ability to work with limited supervision
- Excellent analytical skills and attention to detail
- Strong written and oral communication skills
- Effective process management abilities
Job Offer
Competitive Package
MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.