Associate, Investments
Core
Assist senior members in identifying, originating, and executing investments with a primary focus on insurance and broader financial services opportunities.
Role type
Associate Investment Analyst (Insurance & Financial Services)
Builds
Insurance and financial services investment portfolio
Domain
Financial Services / Insurance
Required skills
Financial modeling, Investment thesis development, Due diligence, Market research, Financial analysis, Valuation analysis, PowerPoint, Excel
Preferred skills
Insurance sector experience, Asset management experience
Responsibilities
Participate in due diligence of potential investments, Assist in preparation of investment committee memos, Conduct market research to support investment strategies, Help lead coverage of the insurance sector, Build relationships with frequent contacts across the organization