Investment Banking Associate - Insurance

Our client is a highly regarded elite boutique investment bank with a market-leading advisory practice across the financial services sector. Due to continued growth, the firm is looking to appoint an Investment Banking Associate to join its New York-based Insurance team.

Working as part of a lean, entrepreneurial platform, the successful candidate will gain extensive exposure to senior decision-makers and play a key role in the execution of complex M&A and strategic advisory assignments. The role offers the opportunity to work with leading insurance companies, brokers, service providers, financial sponsors, and emerging technology-driven businesses shaping the future of the industry.

Key Responsibilities

The Associate will be actively involved in all aspects of transaction execution and client engagement, with responsibilities including:

• Building and reviewing detailed financial models and valuation analyses
• Preparing merger models, DCF analyses, leveraged buyout models, comparable company analyses and precedent transaction valuations
• Managing the execution process for live M&A, strategic advisory and capital raising transactions
• Producing high-quality client presentations, information memoranda and board materials
• Coordinating due diligence workstreams and liaising with counterparties and advisers
• Conducting market research and analysing trends across the insurance and broader financial services sectors
• Supporting senior bankers in the development of new business opportunities and client relationships
• Providing guidance and oversight to junior team members to ensure the delivery of best-in-class work product

Candidate Requirements

The ideal candidate will demonstrate:

• 3–5 years of investment banking experience with a strong background in M&A advisory and transaction execution
• Prior experience within Insurance, FIG, Financial Services or a closely related sector is preferred
• Excellent financial modelling, valuation and analytical capabilities
• A sound understanding of transaction processes and corporate finance principles
• Knowledge of insurance markets, distribution models and sector dynamics would be advantageous
• The ability to manage multiple priorities and deliver under tight deadlines
• Strong written and verbal communication skills, with the confidence to interact directly with senior management teams
• Exceptional attention to detail and a commitment to producing high-quality work
• A Bachelor's degree from a leading institution; additional professional qualifications are welcomed but not required