Job Openings | The Weatherly Group

M&A Analyst Reset-Elite Boutique - New York, NY

Mon, 25 May 2026 11:18:11 GMT

Investment Banking Analyst (2024–2025 Graduates) — Elite M&A Advisory Firm

We’re working with a top-tier independent advisory firm (Centerview/Evercore caliber) that is building a highly selective cohort of early-career talent in New York.

This opportunity is specifically designed for 2024 and 2025 graduates who began their careers in analytical or financial roles outside of traditional M&A, and are now looking to transition into elite advisory work.

The Role

This is a structured entry point into M&A advisory—not a typical lateral move, but an intentional path for individuals with strong finance backgrounds to build a long-term career in investment banking at one of the industry’s most respected platforms.

Who They’re Looking For

Candidates currently working in:

Consulting
Accounting
Sales & Trading
Equity / Debt Capital Markets (ECM / DCM)
Equity Research
Corporate Finance or similar analytical roles

Key attributes:

Strong analytical and modeling aptitude
Intellectual curiosity and problem-solving mindset
Career Interest in transitioning into strategic M&A advisory

Why This Opportunity Stands Out

Join a true advisory platform with a highly strategic, thinking-oriented approach
Work on complex, high-impact transactions for leading companies
Be part of a small, selective group—not a mass hiring class
Gain meaningful exposure to senior bankers early in your career

Compensation & Transition Support

Compensation designed to make candidates whole, including bonus considerations
Highly competitive first-year compensation, often comparable to more experienced analysts at peer firms

This is a rare opportunity to “reset” into M&A the right way—at one of the most sought-after advisory platforms in the market.

If you’re interested in learning more, feel free to apply or reach out directly. Please also share with anyone in your network who may be a strong fit.

Capital Markets - Director of Marketing Southeast US (Remote) - Charlotte, NC

Tue, 24 Feb 2026 18:50:55 GMT

Our Client the premiere stock exchange in the United States and globally recognized as the leading platform for equity trading. They seek a sales oriented individual with strong contacts in the corporate, legal advisory, investing (private equity & VC communities in the Southeastern United States.

The successful candidate will ideally be based out of Charlotte NC, Atlanta GA or another Southeastern city that will allow for easy travel in the region.

This position is remote reporting into a team structure in New York City.

Responsibilites:

Overall responsibility for managing, leading and driving high growth companies in the Southeastern United States.
Building on client Group’s brand by developing and implementing origination and CRM strategies to identify and address target companies
Calling upon senior executives and advisors of prospect companies to deliver messages structured to influence and motivate companies to work with client
Developing strong partnerships with VC, legal, bankers and other capital markets professionals, directors and other investors/advisers who play a key role in determining listing decisions
Leading or supporting the management, coordination and planning of seminars, conferences and other origination activity in the region. This includes creating and delivering senior management briefing documents, listings pitches, speeches, industry event content, etc.
Representing Client Group, on an as needed basis, in listed company meetings, conferences and programs to establish contacts with prospect companies
Developing playbooks, strategic account plans and collateral to support value proposition
Support companies during the listing process as they move through eligibility and application stages
Develop statistical studies and presentations in preparation for and as follow-up to prospect company meetings
Maintain required call reports, territory status reports and prospect company information files
Collaborate with colleagues in a unified team approach to supporting Capital Markets and winning busines

Knowledge and Experience

Bachelor’s Degree required; Graduate Degree preferred
Eight or more years’ experience, including significant experience in building and maintaining a network of business relationships with C-level, Founders and Board executives
Knowledge and relationshps within the Southeast region.
Strong Sales leadership background in developing sales metrics and a disciplined sales methodology
Experience in / familiarity with investment banking, consulting, venture capital, familiarity with private equity preferred
Excellent communication (verbal and written) and organizational skills
Strong presentation skills with audiences of all sizes
Demonstrated analytical ability and experience in interfacing with senior management
Ability and drive to operate both independently and as part of the broader team
Familiarity with financial principles and practices
Ability and willingness to travel domestically as required by the role

VP - Private Credit - Stamford, CT - stamford, CT

Thu, 19 Feb 2026 09:17:46 GMT

Our Stamford CT based client offers investors selectively designed opportunities to invest in lower middle market credit and select equity investments. Their expertise is affirmed by a strong track record based upon productive, deep relationships within the sourcing market.

The firm benefits from partners who invest collaboratively and designing capital structures that are unique to the needs of the businesses they invest in. The firm doesn't have a cookie cutter approach to credit or equity, simply put, every investment starts with a blank sheet of paper.

The firm is seeking a Vice President for its growing team. Vice Presidents are given a broad mandate and significant responsibility to execute transactions through all phases of the investment process. The Vice President will work directly with Partners to source, screen, structure, lead primary due diligence, negotiate legal documents, review transaction models, oversee databook creation and investment committee memorandums, attend management meetings, and present to Investment Committee. In addition, Vice Presidents are responsible for mentoring Associates and Summer Associates.

The firm has an extremely flexible investment mandate providing the candidate with exposure to a broad set of origination opportunities including cash flow based direct lending, non-sponsored and sponsored transactions, and preferred equity investments. Top performers that excel will work on various strategic projects and other opportunities for the Fund.

Primary responsibilities include:

Lead or assist in due diligence for all transactions (ranging from first lien loans to for-control buyouts)
Primarily work on investment opportunities
Oversee and own the creation of financial models
Screen and structure new transactions
Attend management meetings, portfolio company board meetings and certain industry events
Prepare investment memorandums and present to the firm’s Investment Committee
Exposure to legal agreement (credit and asset purchase agreements), waivers and amendments

This firm offers a tremendous work life balance improvement over investment banking and most buyside firms. All team members are expected to be in the Stamford offices (across from Stamford MNR station) 4 days a week.

Strategic M&A Associate - Financial Institutions - NYC - New York, NY

Wed, 18 Feb 2026 15:32:38 GMT

THE FIG M&A role even non FIG bankers should want.

Our client is THE premier global investment and advisory firm based in New York. The team has an ongoing reputation for advising on a large number of landmark transactions for each sector of FIG as compared to every other IB team on the street including other boutiques. Most teams have more MDs than this team has total members when doing these deals.

We are seeking a newly promoted analyst, first or second year associate to join this prestigious team.
The team works across banks, specialty finance, FinTech & asset/wealth management
Unlike most FIG practices, you will be a member of a compact team where you have a shoulder to shoulder working relationship with all levels of team members, and interaction with client teams.
You will be a true generalist across all sectors and valued for your idea generation and strategic mindset.
The team's lean structure(less than 10 people) creates a massively differentiated opportunity for junior bankers to work closely with the most visible incumbent & emerging financial services and fintech companies on their most critical strategic issues.

Please let me know a good time to connect this coming week and let's further discuss this role and your background

best regards
Suzanne

Investment Banking Analyst - FIG Boutique - NYC - New York, NY

Tue, 04 Jun 2024 17:20:34 GMT

About The Firm

This is elite boutique/strategic advisory firm, established by veteran Goldman Sachs leaders, operates on an intensive apprenticeship model where junior professionals work directly with senior partners on high-profile strategic advisory and M&A mandates. The firm employs over 70 professionals with headcount equally divided between two offices.

Core Responsibilities
The position focuses on high-impact deal execution within lean teams. Analysts are expected to:

Complex Modeling: Develop sophisticated financial projections and valuation analyses for transformative corporate transactions.
Transaction Execution: Manage the end-to-end deal process, including the creation of Confidential Information Memorandums (CIMs) and investor presentations.
Strategic Advisory: Perform deep-dive industry benchmarking and research to provide tailored insights for C-suite clients.
Direct Exposure: Participate in client-facing meetings and provide real-time support during live negotiations.

Ideal Candidate Profile
The firm prioritizes "force multipliers"—high-potential individuals who thrive in a flat, entrepreneurial environment.

Technical Mastery: Exceptional proficiency in Excel and PowerPoint is mandatory; candidates must navigate rigorous technical assessments and case study simulations.
Intellectual Rigor: A high degree of analytical precision, a proactive mindset, and the ability to synthesize complex data under tight deadlines.
Academic Excellence: A distinguished record from a top-tier global university.

Investment Banking Analyst - Technology M&A - SF - San Francisco, CA

Wed, 04 Oct 2023 12:04:55 GMT

About the Firm
Our Client is an elite M&A boutique focused on the Technology sector. The firm is redefining the investment banking career path. Unlike traditional "one-size-fits-all" programs, they provide tailored talent pathways and differentiated development opportunities for bankers. The team consists of elite practitioners from top-tier global institutions, offering high-profile, industry-defining transaction experience within the technology sector.

The Role
The Analyst experience is designed to be immersive and high-impact. You will work on lean transaction teams alongside senior leadership, providing strategic advice to leading innovators in the tech industry. This role requires a high degree of initiative, as analysts are expected to contribute across multiple disciplines from day one.

Core Responsibilities

Financial Modeling & Valuation: Build and maintain complex models, including DCF, precedent transactions, and comparable company analyses to illustrate projected financial results.
Transaction Execution: Support the end-to-end execution of M&A and capital-raising engagements, including due diligence and deal documentation.
Strategic Research: Conduct in-depth qualitative and quantitative research on technology industry trends and specific corporate developments.
Client Materials: Prepare high-quality pitch books, Confidential Information Memoranda (CIMs), and management presentations for C-suite executives and board members.
Market Monitoring: Interpret data on price, yield, and economic factors to forecast business conditions and identify strategic opportunities.

Qualifications & Skills

Analytical Mindset: Superior quantitative abilities with a focus on detail-oriented accuracy and strategic thinking.
Ownership & Initiative: Proven ability to take early ownership of projects and work effectively in a collaborative, fast-paced environment.
Communication: Exceptional oral and written communication skills to clearly articulate complex financial ideas.
Education: A strong academic record from a top-tier university; a degree in Finance, Economics, or a related quantitative field is preferred.
Experience: Prior experience in investment banking, tech advisory, or consulting is highly valued (typically 0–2 years for entry-level roles).

Associate - Private Credit - Stamford, CT - Stanford, CT

Mon, 06 Mar 2023 14:09:48 GMT

About the job
A private investment fund based in Stamford, CT, is looking for an Associate to join its growing team. Associates take on meaningful responsibility from day one and are involved in all stages of the investment process. Working closely with Vice Presidents and Partners, the Associate will help evaluate new opportunities, lead core diligence work, build financial models, prepare investment materials, participate in management meetings, and support transaction execution.

The company’s flexible investment mandate offers exposure to a wide range of opportunities, including direct lending, sponsored and non‑sponsored transactions, and preferred equity investments. High‑performing team members may also contribute to strategic initiatives across the fund.

Key responsibilities:
•    Support due diligence across a variety of transaction types
•    Evaluate and structure new investment opportunities
•    Build financial models and prepare investment materials
•    Participate in management meetings and select industry events
•    Assist in reviewing legal documents, including credit agreements and purchase agreements

Requirements:
At least 1 year of relevant experience in investment banking, private credit, or private equity.

Recruiter - Armonk, NY

Mon, 02 Dec 2013 14:29:22 GMT

The Weatherly Group is looking to Grow again,we are looking for the next talented individual to join our team!

We are a Armonk NY based, executive search boutique, focusing on executive placements into industries including finance (private equity, hedge funds, investment banking), and corporate functions.

We recognize that talent isn't always about having a certain resume. We seek individuals that have the unique ability to reach out to potential job candidates & hiring managers; those, who can direct & drive the conversation. We seek a person that everyone looks to as the person who makes things happen. This is not a skill that can be measured on paper, thus we are looking for people that can reach out to us and get our attention in ways that would be representative of how they would be able to get through doors that others cannot.

As we continue to expand our business we are actively seeking to hire additional search professionals to develop new business in Hedge Funds, Private Equity, Traditional Asset Management & Corporate Roles.

Unlike many other search firms, all search professionals at our firm conduct all aspects of the search process from candidate screening/selection to day-to-day interaction with the client and marketing for new business. As such, the learning curve is steep and the work is varied and dynamic. Recruiters work closely with both candidates and clients and liaise with other professionals in the firm to cross sell to various clients. The work environment is team-oriented and intense but the nature of the search profession is such we are able to maintain a balance between work and personal life while working in a challenging and engaging field.

The ideal Recruiter for our firm has: Previous client facing experience and/or a a significant network with whom they have interacted with in our targeted verticals. Enthusiastic about joining an entrepreneurial environment in which sales like activities will be a key component of building business

We seek individuals that have an evident drive for winning business. We need individuals of any level of experience who are seeking to build their own business on our platform utilizing our knowledge of how to win and execute business.

We are receptive to individuals that may be returning to the workforce after raising children and seeking something with flexibility to work from home part of the day. These individuals should have a significant network from their prior career life that would be beneficial to developing accounts.

Candidates must also have undergraduate degree (4 yr degree preferred) We are open to seeing Individuals that have life experience that would replace the need for a traditional degree. 2-6 years or more, work experience ideally in a client servicing role, a more developed career person with more experience is welcomed Experience having created an entrepreneurial venture, particular interest in individuals that developed "college businesses" Strong interpersonal skills and charisma and the ability to win people over Strong personal and professional network Strong interest in sales/business development and recruiting Good judgment Self-motivated and a strong entrepreneurial spirit Team player

Compensation is highly competitive and consists of significant commission potential, 401k plan and benefits. The Potential exists to telecommute as lifestyle dictates, but a reasonable amount of time must be maintained in our offices to develop a team player environment.

For immediate consideration, please make us aware of who you are and how you are different than most people as we have described above.

Job Openings | The Weatherly Group

M&A Analyst Reset-Elite Boutique - New York, NY

The Role

Who They’re Looking For

Why This Opportunity Stands Out

Compensation & Transition Support

Capital Markets - Director of Marketing Southeast US (Remote) - Charlotte, NC

Overall responsibility for managing, leading and driving high growth companies in the Southeastern United States.

Building on client Group’s brand by developing and implementing origination and CRM strategies to identify and address target companies

Calling upon senior executives and advisors of prospect companies to deliver messages structured to influence and motivate companies to work with client

Developing strong partnerships with VC, legal, bankers and other capital markets professionals, directors and other investors/advisers who play a key role in determining listing decisions

Leading or supporting the management, coordination and planning of seminars, conferences and other origination activity in the region. This includes creating and delivering senior management briefing documents, listings pitches, speeches, industry event content, etc.

Representing Client Group, on an as needed basis, in listed company meetings, conferences and programs to establish contacts with prospect companies

Developing playbooks, strategic account plans and collateral to support value proposition

Support companies during the listing process as they move through eligibility and application stages

Develop statistical studies and presentations in preparation for and as follow-up to prospect company meetings

Maintain required call reports, territory status reports and prospect company information files

​​​​​​​Collaborate with colleagues in a unified team approach to supporting Capital Markets and winning busines

​​​​​​​Knowledge and Experience

Bachelor’s Degree required; Graduate Degree preferred

Eight or more years’ experience, including significant experience in building and maintaining a network of business relationships with C-level, Founders and Board executives

Knowledge and relationshps within the Southeast region.

Strong Sales leadership background in developing sales metrics and a disciplined sales methodology

Experience in / familiarity with investment banking, consulting, venture capital, familiarity with private equity preferred

Excellent communication (verbal and written) and organizational skills

Strong presentation skills with audiences of all sizes

Demonstrated analytical ability and experience in interfacing with senior management

Ability and drive to operate both independently and as part of the broader team

Familiarity with financial principles and practices

Ability and willingness to travel domestically as required by the role