Financial Planning & Analysis Investment Analyst

About the role

Mosaic Insurance is a global specialty insurance agency with exceptional expertise, a focus on complex products, and a distinctive operating model. Our innovative structure allows deployment of different forms of capital in full alignment for the benefit of clients and partners. We currently underwrite for more than 40 carriers alongside our Lloyd’s Syndicates 1609 and 2610—offering lead-line + syndicated capacity, custom service, and full claims-settlement authority across eight product lines in six countries. We harness the heritage of Lloyd’s and benefit from the market’s global licenses and financial-strength ratings. The Opportunity Mosaic Insurance is seeking a high-performing Analyst to support financial modeling, forecasting, and strategic analysis across the business. This role will build and maintain sophisticated financial models, conduct valuation and scenario analysis, and partner closely with finance leadership to inform senior-level decision-making. This is an ideal opportunity for a technically strong early-career professional with an investment banking, corporate finance, or financial services background looking to apply rigorous modeling skills in a fast-growing, data-driven insurance environment.

Responsibilities

• Build, maintain, and stress-test complex three-statement and scenario-based financial models to evaluate business performance, strategic initiatives, and capital allocation decisions
• Assist in annual budgeting and quarterly reforecast processes, including bottoms-up model construction and driver-based assumptions
• Conduct sensitivity analysis, scenario planning, and variance analysis vs. plan and prior periods, isolating and explaining key drivers
• Support valuation work and financial analysis for strategic projects, including M&A, capital structure, and business case evaluation
• Produce high-quality, board and executive-ready reporting packs and dashboards
• Build and automate reporting workflows using Excel and PowerPoint, with a bias toward clean, IB-caliber presentation standards
• Translate complex financial analysis into clear, defensible narratives and recommendations for senior leadership
• Develop and maintain robust, auditable models and reporting tools using Excel and technologies
• Support improvements in data quality, structure, and reporting efficiency