Associate, Acquisitions & Corporate Development

Primary responsibilities include, but are not limited to:

• Assisting with management and coordination of due diligence activities of live M&A transactions across both internal and external participants
• Manage documentation of due diligence data requests/responses, diligence findings/reports and transaction approval processes
• Assist with development and drafting of effective presentations and other communication materials for multiple audiences/seniority levels (including Board of Directors) related to M&A/Corporate Development initiatives
• Support development of M&A pipeline and potential target sourcing though monitoring of publicly available industry and company-specific data/reports and participating in discussions with investment bankers and other business partners
• Providing routine and ad hoc analytical support pertaining to existing and future M&A transactions and other enterprise strategic initiatives as needed
• Help identify process improvements and assist with go-forward implementation
• Assisting with production of periodic reporting information related to structured financing transactions
• Participating in transaction document preparation/review activities
• Other duties as assigned

Requirements:

• 1-3 years of experience in M&A, corporate strategy and/or financial analysis/modeling
• Bachelor's degree in a financial or strategy related discipline (relevant work experience may serve as a substitute for education)
• Proficiency in Microsoft Office applications, including intermediate/advanced knowledge of Excel and PowerPoint
• Strong analytical/quantitative skills
• Strong written, verbal and visual communication skills including the ability to effectively and professionally interact with all levels of the organization (including Executive) and external audiences such as investment bankers, outside advisors and transaction counterparties
• Responsiveness and sense of urgency
• Ability to work both independently with minimal supervision and as part of a team
• Ability and flexibility to meet transaction-driven deadlines, which can sometimes require working outside of normal business hours (e.g., nights, weekends and holidays)
• Ability to manage concurrent projects and appropriately prioritize work efforts
• Organizational skills, self-motivated/initiative, strong interpersonal skills, attention to detail, problem solving

Preferred Qualifications:

• Previous insurance industry experience and familiarity with associated technical concepts (e.g., statutory accounting, reinsurance, actuarial science, risk-based capital, investments/asset-liability management)
• Experience with various financial systems and external information/data sources (e.g., S&P Capital IQ, Pitchbook, etc.)
• Advanced degree and/or CFA designation (or progress toward)
• Knowledge of Microsoft Power Platform technologies/applications and related process automation is a plus