Insurance M&A/Insurance Solutions Associate

About the role

As an Associate (or Senior Analyst, depending on the platform) on an insurance investing or insurance M&A team, you’ll work directly with senior investment professionals on deal execution, financial modeling, and ongoing portfolio monitoring across insurance and reinsurance relationships.

Responsibilities

• Perform financial due diligence and valuation on insurance and reinsurance transactions, including block trades, reinsurance treaties, and corporate acquisitions
• Build and maintain integrated deal models covering structuring, returns, and asset-liability dynamics
• Prepare investment committee materials, investment memos, and external presentations
• Coordinate with actuarial, investment, and operating teams through the life of a deal
• Track cedent and portfolio performance against underwriting assumptions
• Assess new market entry, product strategy, and business line expansion opportunities

Requirements

• 2–5 years of experience in FIG investment banking, insurance M&A, insurance asset management, private equity, corporate development, or actuarial advisory
• Direct exposure to insurance or reinsurance transactions across any line of business (life, annuity, P&C, specialty, or run-off)
• Strong financial modeling and analytical skills, with the ability to build models that bring together liability, asset, capital, and earnings considerations
• Genuine interest in general account investing, ALM, reinsurance structures, or insurance-linked capital solutions
• Comfortable operating in a lean, fast-moving team with broad responsibility from day one
• Clear written and verbal communication skills, able to author materials for senior leadership and investment committees
• Bachelor’s degree in finance, economics, or a related field
• Actuarial credentials (ASA, FSA) or Bermuda reinsurance market exposure are a plus, not a requirement

Why talk to us

These are some of the most active platforms building out insurance and reinsurance strategies right now, with real deal flow, direct senior exposure, and genuine scope to grow with the business. We’re speaking with candidates for several live roles at once, so one conversation can open up multiple opportunities rather than a single application.