Jobs · Accounting · New York

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.

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