Senior Associate, Origination & Execution
Core
Originate and execute bulk annuity and de-risking transactions for UK Defined Benefit pension schemes.
Role type
Senior Associate, Origination & Execution
Builds
Bulk Purchase Annuity (BPA) and other de-risking solutions
Domain
Insurance / Asset Management / Pension Risk Transfer
Deliverable
client delivery
Required skills
bulk annuity transaction knowledge, project management, stakeholder management, commercial acumen, technical structuring understanding, high-quality deliverable production
Preferred skills
experience in closely aligned client-facing roles, ability to coordinate multiple workstreams
Technologies
N/A
Responsibilities
Own marketing, origination, and execution of new bulk annuities; coordinate internal and external partners to integrate commercial, investment, and legal workstreams; produce governance papers, presentations, and quotation documents; act as key contact for Employee Benefit Consultants and Professional Trustees.
Seniority
Experienced, hands-on IC