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Investment Banking Associate

Dartmouth Partners
York, NY Full Time
POSTED ON 4/15/2026
AVAILABLE BEFORE 5/14/2026

A leading middle-market investment bank is seeking a highly motivated Investment Banking Associate to join its Insurance group in New York. This role offers the opportunity to work closely with senior bankers on a wide range of strategic advisory and capital markets transactions across the insurance ecosystem.


Key Responsibilities:

  • Execute M&A transactions, including buy-side and sell-side advisory, from initial pitch through closing
  • Support capital raising activities, including equity, debt, and hybrid financings
  • Develop and analyze detailed financial models, including valuation, accretion/dilution, and LBO analyses
  • Prepare client presentations, pitch materials, and marketing documents
  • Conduct industry research and maintain knowledge of trends within insurance and insurance services sectors
  • Coordinate due diligence processes and interact with clients, investors, and other advisors


Qualifications:

  • 2–4 years of investment banking experience
  • Prior exposure to sell-side M&A transactions is required
  • Strong financial modeling and analytical skills
  • Excellent written and verbal communication skills

Salary : $175,000 - $225,000

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