Investment Banking Analyst 2/3 Fintech (Insuretech M&A)

Job Description

Job Description

Our client, a boutique investment bank, is seeking an experienced Analyst 2 / 3 to join their M&A Advisory business in New York City.

This specialized firm provides strategic advisory and investment banking services to companies at the intersection of technology and finance, with a particular focus on the Insurance, Capital Markets, and Lending verticals.

About Our Client

Our client is a leading boutique investment bank that has established itself as a key player in the fintech space. They offer personalized, high-touch M&A advisory services to a select group of clients, ranging from innovative fintech startups to established financial institutions undergoing digital transformation.

Their boutique structure allows for agile, tailored solutions that leverage deep industry knowledge and a vast network in the world of financial technology.

Role Overview

As an M&A Analyst at our client's boutique firm, you'll be an integral part of a close-knit team based in the heart of New York City.

You'll work directly with senior bankers and clients, contributing to high-profile, complex M&A transactions that are shaping the future of financial technology.

Key Responsibilities

• Support end-to-end M&A deal execution processes in the fintech sector
• Develop and maintain sophisticated financial valuation models for M&A transactions, focusing on tech-enabled financial services companies
• Conduct in-depth financial and technological data analysis for company valuations and deal structuring
• Collaborate closely with senior team members and clients on M&A transaction executions
• Create and refine high-quality presentation materials for M&A pitches and client meetings, highlighting the unique value proposition of fintech companies
• Assist senior bankers with identifying and pursuing new M&A business opportunities in the Insurance, Capital Markets, and Lending verticals
• Cultivate deep expertise in M&A trends, fintech innovations, and the rapidly evolving landscape of financial services

Qualifications

• Bachelor's degree with 1-2 years of current M&A or investment banking experience, preferably with exposure to fintech or financial services
• Strong financial modeling skills, with a focus on M&A analysis and an understanding of tech-driven business models
• Solid understanding of accounting principles and their application in M&A, particularly in the context of fintech valuations
• Experience with financial databases and analysis tools (e.g., Factset, Bloomberg)
• Proficiency in Excel and PowerPoint
• Excellent teamwork and collaboration skills, crucial for a boutique environment
• Outstanding verbal and written communication abilities
• Effective project management capabilities and ability to handle multiple deals simultaneously
• Meticulous attention to detail
• Self-motivated with a proactive attitude and ability to thrive in a fast-paced boutique setting
• Passion for fintech and the evolving landscape of financial services
• Willingness to work extended hours as required in a dynamic, deal-driven environment
1 day ago