Dartmouth Partners
An elite boutique investment bank is seeking an experienced Investment Banking Associate to join its Financial Institutions Group. The team advises clients across the wealth management, asset management, and insurance sectors on a wide range of strategic and transaction-driven assignments, including mergers & acquisitions, capital raises, and strategic advisory.
This is an opportunity to join a high-performing, collaborative team with strong deal flow and direct exposure to senior bankers and clients.
Key Responsibilities
Execute M&A and strategic advisory transactions within the FIG sector
Build and manage detailed financial models, valuation analyses, and transaction materials
Prepare client presentations, pitch materials, and marketing documents
Support due diligence, transaction structuring, and execution processes
Conduct industry and company research across wealth, asset management, and insurance verticals
Coordinate with senior bankers, clients, legal counsel, and other advisors throughout live transactions
Qualifications
2-4 years of investment banking experience, with prior FIG M&A transaction experience required
Strong knowledge of financial institutions, particularly wealth management, asset management, and/or insurance
Advanced financial modeling and valuation skills
Demonstrated experience executing live M&A transactions
Excellent analytical, communication, and presentation skills
High attention to detail and ability to manage multiple workstreams under tight deadlines
Bachelor’s degree required; finance, economics, or related field preferred
The ideal candidate is a motivated, detail-oriented investment banking professional seeking to join an elite boutique advisory platform with strong deal flow, deep sector expertise, and meaningful responsibility from day one.
