Investment Banking Associate - Insurance - Truist Financial Corporation : Job Details

The position involves providing client relationship management and investment banking services, including strategic advisory for corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising. Industry coverage includes industrials, financial sponsors, consumer and retail, healthcare, financial institutions, energy, and TMT sectors. Senior professionals are expected to generate a balanced mix of M&A, debt, and equity capital raising transactions ranging from $7 million to $30 million, and to promote the bank's treasury and payment solutions, as well as other financial services. They also serve the bank's corporate banking clients in partnership with coverage professionals.

• Support new business development, due diligence, and transaction execution.
• Perform tasks independently, including drafting documents, executing transactions, and liaising with clients and other stakeholders.
• Mentor Analysts or Interns as needed.

• BA/BS degree.
• Minimum of 7 years of related experience.
• Strong knowledge of investment banking, market, industry sectors, and financial products.
• Proficiency in financial modeling and accounting concepts.
• Organizational and leadership skills.
• Excellent written and oral communication skills.
• Analytical and sales skills.

• MBA with a finance focus.
• 8+ years of related experience.
• Experience mentoring and coaching.

The annual base salary in New York is $225,000.

Eligible employees working 20+ hours/week may receive medical, dental, vision, life insurance, disability, savings accounts, 401k, vacation, sick days, and holidays. Additional benefits may include pension plans, stock units, and deferred compensation, depending on the division. More details are available on our Benefits site.

Equal Opportunity Employment: Truist is an EOE that does not discriminate based on race, gender, age, disability, veteran status, or other protected classes. Truist is a Drug-Free Workplace.