VP, Investment Banking - Insurance
levelup hcsBrooklyn, NY
VP, Investment Banking - Insurance
levelup hcsBrooklyn, NY
2 days ago
Industries
Investment Banking and Securities IntermediationDirect Property and Casualty Insurance CarriersAll Other Insurance Related ActivitiesAbout the role
Position Overview:
We are working with a leading global investment bank seeking to hire a Vice President within its Financial Institutions Group (FIG), with a focus on Insurance Coverage. The successful candidate will play a key role in executing M&A transactions, capital raising initiatives, and strategic advisory assignments for clients across the insurance sector, including insurance carriers, reinsurers, insurance brokers, and other insurance-related financial services businesses. This opportunity offers significant client exposure, transaction responsibility, and the ability to work closely with senior bankers on complex advisory mandates.
Key Responsibilities:
Lead and execute M&A, capital raising, and strategic advisory transactions across the insurance sector.
Manage day-to-day transaction execution, including financial modeling, valuation, due diligence, and preparation of transaction materials.
Develop and maintain financial models, including DCF, comparable company, precedent transaction, and merger analyses.
Prepare client presentations, pitch materials, investment memoranda, and other transaction-related documentation.
Work closely with senior bankers to identify business development opportunities and support client relationships.
Coordinate with internal teams, external advisors, and clients throughout the transaction lifecycle.
Mentor and oversee junior bankers, including Associates and Analysts.
Qualifications5–10+ years of relevant investment banking experience, preferably within FIG or Insurance Coverage.
Strong understanding of the insurance sector, including insurance carriers, brokers, reinsurers, or related financial services businesses.
Demonstrated experience executing M&A transactions and/or capital raising assignments.
Advanced financial modeling, valuation, and analytical capabilities.
Strong communication, presentation, and client management skills.
Experience managing transaction processes and supervising junior team members.
Bachelor's degree required; MBA or other advanced qualifications preferred.
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JOB OVERVIEW
Experience level
Manager
Location
Brooklyn, NY
Occupation
Financial and Investment Analysts
Industry
Investment Banking and Securities Intermediation
Posted
2 days ago
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