About this role

Connect capital with opportunity to build a better future
Provide sophisticated and highly differentiated financial advisory and capital raising services to insurance services firms
Assist clients in developing and accessing alternatives to meet their strategic objectives
Enable growth and success for clients through deep sector expertise, candid advice and a differentiated, highly productive culture
Partner with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services.

Bachelor's degree and 5+ years of investment banking experience
MBA degree and 3+ years of investment banking experience
Meaningful M&A transaction experience, particularly in sell-side M&A and the insurance industry
Ability to lead junior bankers throughout a transaction; includes reviewing work, setting expectations and providing constructive feedback
Business writing skills, including the ability to write compelling selling memorandums and presentations
Analytical and financial modeling skills
Client management skills
Ability to build relationships and establish trust with internal and external stakeholders
Exceptional work ethic and a high level of enthusiasm, initiative and leadership potential.

Investment Banking Vice President – Financial Services, Insurance

Key skills