Analyst & Associate - FIG/Insurance Advisory & Principal Investments - Merchant Bank
Core
Provide advisory and principal investment services to insurers, banks, and institutional investors across the global financial services sector, focusing on M&A, capital formation, and strategic advisory.
Role type
Analyst & Associate in Financial Services/Insurance Advisory & Principal Investments
Builds
M&A transactions, principal investments, and capital formation deals for insurers, banks, and asset managers
Domain
Financial Services / Insurance
Required skills
Financial modelling, Valuation analysis, M&A execution, Due diligence coordination, Investment case development, Portfolio management, Capital raising documentation, Sector research, Deal ownership, Strategic advisory
Preferred skills
Insurance sector experience, FIG sector expertise, European languages (German, French, Dutch), AI productivity tools usage
Technologies
Financial modelling tools, Valuation software, Presentation tools, Research databases
Responsibilities
Evaluate investment opportunities and develop financial analyses; coordinate due diligence and process management; support principal investments and portfolio monitoring; prepare investor presentations and fundraising materials; conduct sector research and target screening.
Seniority
Analyst/Associate, 1–6 years experience