FIG Investment Banking Senior Associate - Asset Management​/Wealth

Role Description

Responsible for providing client relationship management and investment banking services, including strategic advisory services to corporate and private equity clients related to buy‑side and sell‑side M&A, debt and equity capital raising, across industrials, financial sponsors, consumer and retail, healthcare, financial institutions, energy, and technology, media and telecom. Senior professionals are expected to generate a balanced mix of M&A, debt and equity capital raising between $7million and $30million, depending on sector coverage, and to promote the bank’s treasury and payment solutions, floating‑rate and FX, private wealth, insurance and other services.

They also serve the bank’s corporate banking and commercial clients with strategic advisory and traditional investment banking services in partnership with primary Commercial and Corporate Banking coverage professionals.

• Play an integral role in supporting new business development, due diligence, and transaction execution.
• Independently perform tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, executing transactions, and working with clients, attorneys, investors, and other senior professionals on a day‑to‑day basis.
• Coach and mentor analysts or interns.

• BA/BS degree.
• Minimum of 6 years of related work experience.
• Strong knowledge of investment banking, market, industry sector, and/or financial products.
• Mastery of financial and accounting concepts to facilitate creation or review of in‑depth financial models involved in transactions.
• Strong organizational and leadership skills.
• Advanced written and oral communication, and interpersonal relationship management skills.
• Solid analytical and sales skills.

• MBA degree, with a Finance focus.
• 8+ years of related work experience.
• Experience in mentoring and coaching.

The annual base salary for this position in New York is $200,000.

All regular teammates working 20 hours or more per week are eligible for benefits. Eligible benefits include medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan. Teammates receive at least 10 days of vacation and 10 sick days (both prorated) during their first year of employment, and paid holidays. The position may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on the division of work.

For more details, visit Truist’s Benefits site.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship, or national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classification protected by law. Truist is a Drug‑Free Workplace. EEO is the Law, E‑Verify, IER, and right to work are required.