Vice President, Banker – Industry/Country Coverage

About the role

Actively participate in the firm’s business development process for the Insurance Group and drive analysis and deliverables that underpin the firm’s financial advisory services, including mergers and acquisitions, capital raising, takeover defense, and restructuring.

Analyze, structure, and execute transactions on behalf of corporate clients, with a focus in the insurance sector, including overseeing preparation of marketing materials, negotiating non-disclosure agreements and other legal documents with legal and third-party representatives, organizing and attending deal and non-deal roadshow meetings, and liaising with other investment banks and internal teams.

Up to 15% domestic or international travel required for client meetings. All travel costs covered by the firm.

Requirements

Bachelor’s degree (U.S. or foreign equivalent) in Finance, Economics, Business Administration, Management Science, or related field and five (5) years of experience in the job offered or in a related role OR Master’s degree (U.S. or foreign equivalent) in Finance, Economics, Business Administration, Management Science, or related field and three (3) years of experience in the job offered or in a related role.

Prior experience must include:

• Utilizing Microsoft Excel for data analysis and handling including visual representation of data, valuation analysis, and insurance financial modeling;
• Utilizing Microsoft PowerPoint to develop presentations, including insurance industry updates, pitches, transaction materials, and marketing documents;
• Executing M&A transactions and capital raising including debt, equity, and other structured financing solutions in public and private markets for corporate clients operating in the insurance sector;
• Serving as a point of contact in regular interactions with corporate development, treasury, and other strategy teams of insurance companies;
• Reading and analyzing insurance company GAAP (Generally Accepted Accounting Principles) and statutory filings and actuarial reports & appraisals and synthesizing qualitative and quantitative data for financial analysis;
• Conducting insurance market research on the broader landscape as well as specific insurance companies across Life, Property and Casualty, and insurance brokerage sectors;
• Supporting actuarial and operational due diligence processes including maintaining Virtual Data Rooms (VDRs), tracking information requests, reviewing diligence materials, and summarizing findings.

Pay

Annual base salary for this New York, New York-based position is $250,000 - $270,000.