Responsibilities:

• Work closely with senior coverage officers, associates, other analysts, and senior executives of financial institutions to evaluate potential mergers and acquisitions and assess strategic and capital alternatives
• Actively work on a number of live projects at one time and assist with new business development
• Perform valuation analyses using techniques including precedent transaction analysis, takeover premium analysis, comparable company analysis and discounted cash flow analysis
• Draft client presentations, fairness opinion committee documents, offering and merger documents, and investor presentations
• Contribute to industry-focused database activities and market research

Minimum Requirements:

• 1-3 years of experience in the FIG investment banking group, or FIG silo of the M&A group, at a leading bulge bracket or boutique investment bank (pre-MBA level)
• Working knowledge of the insurance industry, M&A, and corporate finance
• Strong aptitude for analytical and financial modeling – previous experience is required and command of Excel is essential
• Solid writing and general communication skills, as well as attention to detail
• Team player who works well within a collaborative environment but shows independence and resourcefulness in executing tasks
• Intellectual curiosity and passion is a must
• Must exhibit professionalism and maturity in dealing with partners, associates and senior executives of client companies

This email address is being protected from spambots. You need JavaScript enabled to view it.

Responsibilities:

• Work closely with senior coverage officers, other associates, analysts, and senior executives of financial institutions to evaluate potential mergers and acquisitions and assess strategic and capital alternatives
• Actively work on a number of live projects at one time and assist with new business development
• Perform valuation analyses using techniques including precedent transaction analysis, takeover premium analysis, comparable company analysis and discounted cash flow analysis
• Draft and review client presentations, fairness opinion committee documents, offering and merger documents, and investor presentations
• Contribute to industry-focused database activities and market research
• Facilitate a culture of mentoring, development and advancement for the firm’s analysts

Minimum Requirements:

• 3-5 years of experience in the FIG investment banking group, or FIG silo of the M&A group, at a leading bulge bracket or boutique investment bank (MBA preferred, but for the right candidate may not be required)
• Deep knowledge of the insurance industry, M&A, and corporate finance
• Strong aptitude for analytical and financial modeling – previous experience is required and command of Excel is essential
• Solid writing and general communication skills, as well as attention to detail
• Team player who works well within a collaborative environment but shows independence and resourcefulness in executing tasks
• Intellectual curiosity is a must
• Demonstrable ability to organize and lead analysts throughout the deal execution process
• Must exhibit professionalism and maturity in dealing with partners and senior executives of client companies

This email address is being protected from spambots. You need JavaScript enabled to view it.

Responsibilities:

• Source new clients and deals and manage those relationships
• Focus on deal origination and lead the execution team through deal completion
• Supervise the development of market research, financial analysis and client presentations for evaluating M&A and capital raise transactions
• Assist in financial diligence on clients and counterparties, leveraging junior members of the team
• Lead negotiations between clients and review legal documents related to mergers and acquisitions
• Facilitate a culture of mentoring, development and advancement for the junior members

Minimum Requirements:

• 10+ years of experience in insurance M&A and corporate finance.  The candidate should have recently held senior responsibilities at a leading bulge bracket or boutique investment bank
• Track record of sourcing and completing insurance M&A and corporate finance transactions in the $50M-$500M range
• An extensive rolodex focused on current, solid and meaningful relationships with potential clients
• Deep knowledge within the insurance industry is required
• Proven leadership and collaborative abilities
• Self-motivated, positive and energetic; but also team-oriented
• Strong educational and professional pedigree
• This position is not ideally suited to product coverage bankers such as those in leveraged finance, financial sponsors or private placements groups

This email address is being protected from spambots. You need JavaScript enabled to view it.