Director Investment Banking

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, Power Point, and financial databases. Series 79, 63, and 7 licenses is a must Self-motivated with strong leadership skills, business acumen, and attention to detail.