Assistant Vice President, M&A Underwriter
Ethos Specialty Insurance Services LP · New York, NY · 1 mo ago
On-siteAccountingFull-time
About the role
Ethos Specialty’s Transactional Liability team offers solutions including Representations and Warranties (R&W) and Tax insurance. This role is available at Ethos Specialty Insurance Services LP, a leading Managing General Underwriter (MGU) that develops industry-specific insurance programs and provides specialized underwriting services.
Essential Functions & Responsibilities
- Review and interpret transaction agreements, due diligence materials, representations and warranties, and other documentation to evaluate M&A-related risks.
- Apply legal, financial, and commercial judgment to analyze transactional risks and support underwriting decisions relating to domestic and cross-border deals.
- Assess underlying risk in accordance with Ethos Specialty’s Transactional Liability product line policies and procedures.
- Draft, review, and negotiate non-binding indication letters, insurance policies, and binder agreements.
- Engage directly with clients, clients’ advisors, brokers, and other deal professionals in a client-facing capacity.
- Manage transaction workflows in coordination with outside counsel, in-house underwriting professionals, and broker partners.
- Participate in underwriting and diligence calls, contributing to risk discussions and coverage structuring.
- Develop and maintain strong relationships with brokers, clients, and other deal professionals on behalf of Ethos Specialty.
- Present underwriting analyses, key risks, and preliminary conclusions to senior underwriters and/or management.
- Manage all aspects of file and deal administration throughout the underwriting process.
Experience & Skills Required
- Strong written and oral communication skills; proficient in drafting and reviewing legal and commercial documents.
- Ability to negotiate with commercially and legally sophisticated advisors and clients.
- Strong interpersonal skills and ability to collaborate on a global basis.
- Ability to multitask and be decisive on technical underwriting points in a fast-paced deal environment.
- Entrepreneurial mindset and ability to work independently.
- Creative, commercial, and practical problem-solving skills.
- Strong file and deal management skills.
- Familiarity with M&A transaction structures, deal documentation, and due diligence processes across a range of transaction types.
- Comprehensive understanding of representations, warranties, and indemnification concepts in the context of M&A transactions.
- Knowledge of R&W insurance, Tax insurance, or other Transactional Liability products is a plus but not required.
- Proficient in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint).
Experience
- Minimum of 2–5 years of transactional experience at a major law firm, Big Four accounting firm, or other relevant professional services environment.
- Experience conducting due diligence exercises, deal structuring, or reviewing and working with transactional documents is strongly preferred.
- No prior insurance or underwriting experience required — candidates with strong legal or financial transaction backgrounds are encouraged to apply.
- Experience in M&A advisory, corporate law, or related transactional fields is a strong plus.
Education
- Bachelor’s degree required.
- Law degree (J.D.) preferred.
- Advanced degrees or relevant professional certifications will be considered.