Corporate Financial Analyst
Stalwart Insurance Brokers Ltd. (Stalwart) is a growing national life insurance brokerage and financial services provider with a focus on high-complexity client and business situations. Stalwart values excellence and entrepreneurial thinking, and requires staff with the capacity to solve complex, novel problems.
About the role
We are looking for a Corporate Finance Analyst to join our team. In this role, you will participate in the execution of corporate finance transactions, complex business valuations, corporate structure optimization, and sophisticated, high-scale insurance underwriting. These services will be provided in support of both ultra-high-net-worth clients and the firm itself, under the supervision of an experienced execution team spanning junior and senior levels, with long-time experience in investment banking, venture capital, private equity, and other corporate finance disciplines. This position is a dynamic and rewarding opportunity for an intrinsically motivated individual seeking to satisfy client objectives while striving to create value.
Responsibilities
- Developing complex financial models for corporate finance transactions in diversified industries, and for operating businesses
- Managing due diligence and information collection processes with clients
- Completing first principle asset valuations using a variety of methodologies
- Collaborating with third-party service providers to deliver all-encompassing client solutions in a timely and high-quality manner
- Preparing client presentations and proposals, and actively leading and participating in discussions with third parties
- Delivering thorough research on companies owned by external clients, and on their operating industries, geographies, and competitive landscape
- Drafting detailed information memorandums and situation overviews for the benefit of third parties
Requirements
- A bachelor's degree in accounting, finance, mathematics, statistics, or other business or STEM-related disciplines
- Internship or extracurricular experience in finance, accounting, and/or capital markets is an asset, but not a requirement
- Ability to concisely communicate complex concepts and ideas verbally and in writing
- Ability to take initiative and work independently with minimal supervision
- Desire to assume responsibility and seek solutions to complex problems
- Commitment to producing accurate and thorough work product under tight deadlines
- Ability to learn quickly and be adaptive in a fast-paced work environment
Pay
- $95,000 base salary
- One-time signing bonus of $10,000
- Discretionary bonus based on company and personal performance
Schedule
- Permanent, full-time, in-person position
- High-commitment role with requirement for extensive overtime as needed
- Work location: Seattle, WA
- Start date: Immediate
Candidates must be currently authorized to work in the US.