Associate, Insurance M&A / FIG Advisory
Location: New York, NY
A financial advisory firm with a dedicated insurance sector practice is looking to add an Associate to its FIG / Insurance M&A team. The firm advises insurance companies, financial sponsors, and reinsurers on mergers, acquisitions, divestitures, and strategic alternatives across the full insurance landscape including life, annuity, P&C, and specialty lines.
The Role
The Associate will sit at the center of live transaction execution, working directly with senior bankers on mandate delivery and client interaction. This is not a rotational or generalist role. You will be embedded in a focused vertical with real deal flow and direct exposure to senior coverage bankers from day one.
Responsibilities include financial modeling and valuation across M&A and strategic review processes, preparation of client-facing materials, management of due diligence workstreams, and coordination with legal, actuarial, and regulatory advisors on active transactions.
Background
- 2 to 4 years of experience in investment banking, corporate development, or strategic finance with meaningful M&A transaction exposure
- Candidates coming from FIG or insurance coverage groups at bulge brackets or boutiques are strongly positioned, as are those coming from corp dev or strategy functions at insurance holding companies, carriers, or reinsurers who have been active on the deal side
- Strong technical foundation in M&A modeling and valuation, whether built in banking or through hands-on transaction work in a corporate setting
- Familiarity with insurance company financials and the nuances of valuing life, annuity, or P&C businesses is a strong differentiator
- Undergraduate degree from a target institution; MBA or CFA not required but viewed positively
Why This Opportunity
The team has active mandates and is growing. The Associate hire will have real responsibility on transactions rather than being one of many on a large coverage team. For someone who wants to build deep sector expertise in insurance M&A and grow toward a senior coverage role, this is a platform that supports that path.
Base $175,000 – $225,000 – plus bonus and ltips
Interested candidates should apply in confidence. Please feel free to reach out directly to [email protected].
