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 (M&A)
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, Prepare investment committee memos and presentations, Conduct market research to identify transaction opportunities, Lead coverage of the insurance sector, Build relationships with internal and external stakeholders
Seniority
Junior, IC