I'm in a FIG-Focused valuations group and even though I'm not particularly drawn to FIG, I find asset/wealth managers incredibly interesting, FinTechs also neat, Banks good enough to get by and I have 0 interest in insurance companies. Figured I'd double down anyways since its pretty niche and there's a comp premium/better lateral opportunities to people who can navigate all this extra complexity. I'd figure the bank subsector is largely unavoidable in any FIG team, so where can I go to hammer home the technicals? I'm reading the DB Banking 101 primer during my train rides, probably shift to some Mergers & Inquisitions FIG primer next, and probably plan to do a few WSP FIG courses for banks. Any idea of asset managers? I personally haven't worked on any yet. Probably want to put ~2 months of added learning on top of my job so I'm hoping to really walk out like a master at this.
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Looking to jump to fig banking?
Yea, I work in FIG Vals, and have read the DB Banking 101 primer and the WSP course and will probably either open the Mercer Bank Valuations or an Insurance primer. If you got any recs lmk.
also working at a nyc BB (not in valuations, but a treasury role) and looking into fig banking. Do you think that mastering fig concepts is more important than building relationships/ networking. Seem to me like very basic modeling skills and being a killer in your current role is more important than mastering every material out there
Well interview processes depends on the firm too. Most firms tend to lean more technical but some are known for being chiller (Canadian banks) and some like the FIG boutiques tend to be unbelievably technical. What's nice about FIG is that once you're in you're pretty much competing with only FIG people so you'll notice people make slightly bigger jumps/laterals on average vs other industries. But like all things you gotta be a top performer and all that too.
Banks are not unavoidable FYI. Most of the good boutiques in FIG (EVR, PWP, LAZ, PJT, JEFF) get enough deal flow that you can probably not work on banks. They're most active in FTWAM or the more asset light parts of insurance like brokers or insurtech, so that fits where you would want to be. BB FIG is also verticalized and you will see postings go up for specific verticals rather than all of FIG, you can selectively recruit for the verticals you like there.
More on your original q though I would find a FIG modelling course either from your company or online and play around with a simple model for a depository. m&I has a good commercial bank modelling youtube series but that may be too simply for you if you are already working on those types of valuations. Modelling a bank out will help you alot more than reading those fig primers which I found a snooze.
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