Senior Associate or Junior Director, FIG Advisory
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Before you apply
Salary$185k – $275k
LocationNew York
Typefull-time
SenioritySenior
Experience2+ yrs
Company size501–1,000 people
PostedSep 7, 2026 · 2mo ago
Verified live6h ago
At a glanceSummarised by Seekless from the posting.
Bachelor’s degree
2+ years FIG investment banking experience
Advanced understanding and knowledge of FIG industry participants, performance drivers, trends and challenges
Prior work experience with accounting, financial or market data, databases, or analysis tools (Factset, CapitalIQ, SNL, Bloomberg), Excel, PowerPoint
Ability to work well in a team-oriented environment and enjoy collaborating with others on projects
Excellent verbal and written communication skills
Strong financial modeling, finance, and accounting skills
Strong project management skills
Superior attention to detail
Desire to take initiative
Skills
Excel
PowerPoint
Factset
CapitalIQ
SNL
Bloomberg
About the role
Perella Weinberg is actively seeking a Financial Institutions Group (FIG) senior Associate or junior Director to join our Advisory business. This is a great opportunity to join a team of highly seasoned professionals focused on M&A advisory services across Insurance Brokerage and Services, Asset and Wealth Management, Insurance and Insurtech.
Associates and Directors at Perella Weinberg work as members of deal teams providing a broad range of services to the Firm’s clients. This role will work on high profile, complex engagements and transactions in close coordination with the firm’s FIG team.
Responsibilities
Responsibilities:
• Build complex financial valuation models
• Assist in preparing client presentations
• Engage in due diligence processes
• Conduct company and industry research
• Provide ideas and leverage to senior bankers on new business opportunities
• Develop and deliver expert industry knowledge
• Monitor and analyze financial information (economic, industrial, and corporate developments) to produce forecasts of business, industry, and economic conditions for use in advising clients on deals
• Oversee analysts in the preparation and analysis of presentation and transaction materials
• Develop and provide guidance to analyst resources
• Establish and maintain the respect and trust of clients
Requirements
Qualifications:
• Bachelor’s degree with 2+ years FIG investment banking experience
• Advanced understanding and knowledge of FIG industry participants, performance drivers, trends and challenges
• Prior work experience with accounting, financial or market data, databases, or analysis tools (Factset, CapitalIQ, SNL, Bloomberg), Excel, PowerPoint
• Ability to work well in a team-oriented environment and enjoy collaborating with others on projects
• Excellent verbal and written communication skills
• Strong financial modeling, finance, and accounting skills
• Strong project management skills
• Superior attention to detail
• Desire to take initiative
The annualized base salary for this position is $185,000 - $275,000.