Insurance Investment Banking Associate – Hybrid

An Investment Banking platform exclusively focused on Insurance? Yes – indeed!

Covers all areas of Insurance, mainly in 3 buckets, Insurance Carries (Auto & Home, Property & Casualty, Life & Annuities, Warranty), Insurance Distribution/Services (Digital Distribution, Wholesale/Retail Brokers) and InsurTech (Digital, Claims/Policy Management, Data & Analytics)
The firm has a rich history of originating and executing deals in Insurance. They have grown significantly since their inception, doubling their revenue consistently! This firm is employee owned with a unique value proposition to their clients, customers and competitors. With senior leadership coming from a history of large Banks, they already compete with the leading Bulge Bracket Banks and Boutiques alike. They compete with middle market firms as well. A sweet spot for transactions is around $500mn, with an emphasis on M&A deals.

This is an opportunity to join a firm as it beefs up the entire team from the ground up. Early career Banker or seasoned vet with an established Book of business, this is the Insurance Investment Bank to build, strive and succeed with.

What are people saying about this company?
• They want to be the absolute best Insurance Insurance shop across the street
• Opportunity to be a part of a build out of a lifetime
• Juniors learn directly from leadership with limited to no red tape
• Senior Bankers can freely originate with little to no politics
• Chance to become a Partner and build wealth
• Employee owned, gives everyone a fair chance truly build, cater to clients and long term career development

Title: Insurance Investment Banking – Associate
Salary: $200,000 +Bonus
Location: New York, NY (On Site)

Responsibilities:

• Support end-to-end execution of M&A and strategic advisory transactions across the Insurance sector, with a focus on buy-side and sell-side mandates
• Play a key role in transaction execution, including financial modeling, valuation analysis, and deal structuring
• Prepare pitch materials, marketing decks (CIMs), management presentations, and client deliverables
• Build and maintain detailed financial models for M&A and financing transactions
• Conduct industry, company, and market research across Insurance Carriers, Distribution/Services, and InsurTech
• Assist in due diligence processes, including data room management, Q&A coordination, and analysis of diligence findings
• Work closely with Vice Presidents, Directors, and Managing Directors on live deals and origination efforts
• Analyze market data and track current M&A trends, valuation multiples, and comparable transactions in real time
• Coordinate internally with Analysts and review their work for accuracy and quality
• Interact directly with clients, counterparties, and advisors as part of transaction execution
• Support firm and group growth initiatives as part of a growing Insurance-focused platform

Requirements:

• BA/BS with a major in Finance, Economics, Business Administration, or a related field
• 2–4 years of relevant experience in Investment Banking, Corporate Advisory, or Transaction Advisory
• Prior FIG and/or Insurance exposure strongly preferred (not mandatory for entry-level Associates)
• Experience supporting M&A transactions, including financial modeling and valuation work
• Strong analytical and financial modeling skills across M&A and capital markets transactions
• Excellent written and verbal communication skills
• Ability to manage multiple workstreams in a fast-paced, transaction-oriented environment
• High attention to detail with strong organizational and time-management skills
• Willingness to work on-site and travel as needed for client engagements
• Series 7, 79, and 63 licenses preferred or willingness to obtain