Investment Banking Associate - Financial Services Group - Asset & Wealth Management
Piper Sandler Companies - New York, NY
posted 4 days ago
About the position
At Piper Sandler, we connect capital with opportunity to build a better future. We believe diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. Our mission is to recruit, develop, retain and engage a diverse, high-performing team. Our business enables bright, committed people working in partnership within an environment that allows each person to achieve at a high level. We commit to encouraging and valuing inclusivity because every partner brings unique perspectives that help us better serve our clients. We are currently looking for an Investment Banking Associate - Financial Services Group - Asset & Wealth Management in New York, NY. The Asset & Wealth Management Investment Banking Group provides M&A advisory and capital markets services to alternative and traditional asset managers, wealth managers, and investors in these sectors, on a global basis. We are industry experts and trusted advisors to our clients, helping them assess their strategic alternatives and delivering unconflicted, bespoke transaction execution. Our team is amongst the most experienced Asset & Wealth Management coverage groups on Wall Street, having completed over 130 transactions representing >$100 billion in transacted deal value, with an active roster of current projects and a robust M&A and capital markets pipeline for 2025. We are seeking to add an Associate to our team of 11 professionals based in New York City. The Associate can expect to receive immediate exposure to a range of M&A and capital raising transactions, other strategic advisory projects, while contributing to ongoing business development.
Responsibilities
- Provide critical support during all phases of transaction execution
- Build financial models and perform valuation analyses
- Coordinate transaction due diligence
- Work closely with senior bankers
- Conduct industry / company research and idea-generation for business development
- Interface directly with clients
- Mentor and assist in training junior bankers
- Develop a versatile skillset that will serve as a strong foundation for achieving career goals
Requirements
- 2-4 years of prior investment banking experience, preferably in asset & wealth management or financial services
- Degree in finance, business, management, or other related degrees
- Experience and comfort with corporate finance, accounting, financial modeling, and valuation techniques
- Strong work ethic, with an ability to work in a fast-paced environment, multi-task, and learn quickly
- Detail-oriented and analytical mindset
- Strong verbal and written communication skills
- Positive attitude with a desire to work with and contribute to the culture of a close-knit team
Benefits
- Annual incentive compensation
- Competitive total compensation
- Commitment to employee health and well-being
