CareerPlan

Investment Banking Vice President - Insurance

Chicago, IllinoisFull-time$275k2026-09-25 → 2026-11-11

Core

Lead transaction processes and pitch new business for complex insurance sector deals, providing direction on financial/valuation analyses and mentoring junior staff.

Role type

Senior IC investment banking vice president (insurance)

Builds

Investment banking products and services for insurance clients

Domain

Financial services / Insurance

Required skills

Financial/valuation analysis, Deal structuring, Client relationship management, Team leadership, Pitching/selling, Due diligence, Accounting expertise, Strategic positioning

Preferred skills

Insurance sector experience, Associate-level prior experience (3+ years), Creative problem solving

Technologies

Financial modeling tools, Presentation software

Responsibilities

Target and close new deal opportunities, Develop presentations and pitch to clients, Review and guide work of associates and analysts, Execute in-depth financial/valuation analyses, Build relationships with client senior executives, Provide thought leadership to streamline processes

Seniority

Senior, hands-on IC with mentorship duties