Our client is a highly regarded elite boutique investment bank with a market-leading advisory practice across the financial services sector. Due to continued growth, the firm is looking to appoint an Investment Banking Associate to join its New York-based Insurance team.

Working as part of a lean, entrepreneurial platform, the successful candidate will gain extensive exposure to senior decision-makers and play a key role in the execution of complex M&A and strategic advisory assignments. The role offers the opportunity to work with leading insurance companies, brokers, service providers, financial sponsors, and emerging technology-driven businesses shaping the future of the industry.

Key Responsibilities

The Associate will be actively involved in all aspects of transaction execution and client engagement, with responsibilities including:

Building and reviewing detailed financial models and valuation analyses
Preparing merger models, DCF analyses, leveraged buyout models, comparable company analyses and precedent transaction valuations
Managing the execution process for live M&A, strategic advisory and capital raising transactions
Producing high-quality client presentations, information memoranda and board materials
Coordinating due diligence workstreams and liaising with counterparties and advisers
Conducting market research and analysing trends across the insurance and broader financial services sectors
Supporting senior bankers in the development of new business opportunities and client relationships
Providing guidance and oversight to junior team members to ensure the delivery of best-in-class work product

Candidate Requirements

The ideal candidate will demonstrate:

3–5 years of investment banking experience with a strong background in M&A advisory and transaction execution
Prior experience within Insurance, FIG, Financial Services or a closely related sector is preferred
Excellent financial modelling, valuation and analytical capabilities
A sound understanding of transaction processes and corporate finance principles
Knowledge of insurance markets, distribution models and sector dynamics would be advantageous
The ability to manage multiple priorities and deliver under tight deadlines
Strong written and verbal communication skills, with the confidence to interact directly with senior management teams
Exceptional attention to detail and a commitment to producing high-quality work
A Bachelor's degree from a leading institution; additional professional qualifications are welcomed but not required

Blacklock Group

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