About Kuvare
Kuvare is on a mission to serve hardworking consumers overwhelmed by the complexities of retirement and is built from the ground up to do so. Our unified financial hub protects the retirement of everyday Americans and the distributors, carriers and investors that serve them. We create life insurance and annuity products that protect consumers’ retirements, and are simplified for distributor partners and financial professionals to sell and service.
Kuvare family of companies:
Retail Annuity and Life Insurance Solutions:
- United Life Insurance Company
- Guaranty Income Life Insurance Company
- Lincoln Benefit Life
Institutional Insurance:
- Kuvare Life Re
Bespoke Insurance Solutions:
- Ignite Partners
About the role
The Corporate Development & Strategy Analyst will support key corporate initiatives, including capital raising, mergers and acquisitions, and strategic analysis. This role provides hands-on experience in transaction execution, direct exposure to senior leadership, and broad insight into the organization’s business operations.
What you'll do
Duties and responsibilities include, but are not limited to
Capital Raising and M&A
- Support the evaluation and execution of mergers, acquisitions, divestitures, and strategic investments
- Build and maintain financial models, including DCFs, comparable company analyses, and precedent transaction analyses
- Assist with financial, operational, and strategic due diligence
- Prepare investment memoranda and presentation materials for executive leadership and the Board of Directors
- Coordinate with external advisors, including investment banks, consultants, legal counsel, and accounting firms
Strategy & Business Analysis
- Support enterprise strategic initiatives, long range planning, and market assessments
- Analyze industry trends, competitive dynamics, and growth opportunities
- Partner with business units to evaluate organic growth initiatives and develop business cases
- Develop clear, data driven insights to inform executive level decision making
- Assess potential strategic investments and new business incubations
Executive & Other Support
- Create high quality executive presentations and analyses
- Support post transaction tracking and integration efforts, as applicable
- Assist with special projects related to corporate strategy, performance improvement, and transformation initiatives
Upon request, reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Qualifications
Experience
- Bachelor’s degree in finance, Economics, Accounting, Business, or a related field
- 1–2 years of investment banking experience or 2–3 years of experience in corporate development, strategic finance, transaction advisory, or related roles
- Strong financial modeling, valuation, and analytical skills
- Advanced proficiency in Excel and PowerPoint
- Strong written and verbal communication skills
- Ability to manage multiple workstreams in a fast paced, deadline driven environment
Preferred
- Prior exposure to capital raising and M&A transactions
- Experience preparing materials for senior executives or investment committees
- Familiarity with market research, competitive analysis, or data visualization tools
- Experience leveraging AI in role
Skills/Competencies
- Excellent written and oral communication skills
- Critical thinking and sound judgement
- Highly analytical with strong attention to detail
- Self-starter with an ownership mindset
- Intellectual curiosity and strong business judgment
- Collaborative, proactive, and comfortable interfacing with senior leadership
Physical Demands
- Normal office working environment
- Occasional travel and being able to work weekends to meet deadlines
- Ability to sit for extended periods of time
- Ability to type / perform data entry
- Ability to read from a computer screen and paper reports
- Express ideas and otherwise communicate with the spoken word
Skills Required
- Bachelor's degree in Finance, Economics, Accounting, Business, or related field
- 1-2 years of investment banking experience or 2-3 years in corporate development, strategic finance, transaction advisory, or related roles
- Strong financial modeling, valuation, and analytical skills
- Advanced proficiency in Excel and PowerPoint
- Strong written and verbal communication skills
- Ability to manage multiple workstreams in a fast paced, deadline driven environment
- Prior exposure to capital raising and M&A transactions
- Experience preparing materials for senior executives or investment committees
- Familiarity with market research, competitive analysis, or data visualization tools
- Experience leveraging AI in role
What We Do
Kuvare is on a mission to serve hardworking consumers overwhelmed by the complexities of retirement and is built from the ground up to do so. Our unified financial hub protects the retirement of everyday Americans and the distributors, carriers and investors that serve them. We create life insurance and annuity products that protect consumers’ retirements, and are simplified for distributor partners and financial professionals to sell and service. Kuvare family of companies: Retail Annuity and Life Insurance Solutions: - United Life Insurance Company - Guaranty Income Life Insurance Company - Lincoln Benefit Life Institutional Insurance: - Kuvare Life Re Bespoke Insurance Solutions: - Ignite Partners
