Insurance Investment Banking VP – 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 Investment Banking platform 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 – Vice President
Salary: $250,000 +Bonus
Location: New York, NY (On Site)

Responsibilities:

• Lead transaction execution
• Lead Insurance team teams
• Be a team leader
• Support firm growth initiatives in the group
• Origination activities, pitches, decks and build long term industry relationships
• Work hand in hand with the Senior Insurance IB MDs/Directors
• Continuously grow market intel in M&A deals
• Advise on Buy/Sell side M&A activities, structure deals ,
• Engage in the due diligence process
• Financial Models in all deal types, M&A/financing
• mentorship to junior Bankers (Associates & Analysts)
• Analyze market data and understand current market trends based on real time date
• Insurance Investment Banking M&A experience is a must with a track record of deals with a bulge or boutique is preferred

Requirements:

• BA/BS with a major in Business Administration, Finance, Economics or related field
• MBA is nice to have but not needed
• Anywhere between 4 yrs – 8 yrs of relevant experience, only Banking or combination of Investment Banking and Corporate Advisory
• Needs to have an Insurance industry background for the VP level (not required for Associates/Analysts)
• Insurance M&A Exp is a must from buy-side & sell side
• Clear communication skills, both written/verbal
• Licenses preferred are Series 7, 79 & 63
• Open to travel as needed by clients
• Must have a track record of leading small teams (4-6 junior Bankers)
• Minimum 5 yrs of Investment Banking experience is ideal (all with FIG/Insurance focused)