Associate, Origination & Execution
Core
Supporting the origination and execution of bulk annuity buy-ins, buyouts, and other de-risking transaction structures for UK Defined Benefit pension schemes.
Role type
Associate, Origination & Execution (Pension Risk Transfer)
Builds
Bulk Purchase Annuity (BPA) and other de-risking solutions for UK Defined Benefit pension schemes
Domain
Insurance / Asset Management / Pension Risk Transfer
Deliverable
client delivery
Required skills
commercial acumen, technical transaction knowledge, attention to detail, project coordination, written communication, verbal communication
Preferred skills
experience in bulk annuity transactions, experience in client-facing roles
Technologies
none stated
Responsibilities
Supporting marketing, origination, and execution of new bulk annuities; coordinating cross-functional workstreams (commercial, investment, legal, structuring); preparing high-quality client deliverables including presentations and quotations; engaging with Employee Benefit Consultants and Professional Trustees.
Seniority
Junior to Mid-level, hands-on IC