The Senior Associate, Corporate Development leads financial evaluation and execution support for acquisitions, divestitures, reinsurance transactions, strategic investments, joint ventures, and partnership opportunities.
Locations (2)
Philadelphia, Pennsylvania, United States
New York, New York, United States
Compensation
The Salary for this position generally ranges between $120,000 - $170,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Responsibilities
Lead financial evaluation and execution support for acquisitions, divestitures, reinsurance transactions, strategic investments, joint ventures, and partnership opportunities.
Develop and maintain complex financial models, valuation analyses, scenario assessments, transaction return analyses, and capital impact evaluations.
Perform strategic market assessments, competitive analyses, and industry research to identify emerging opportunities, risks, and market trends.
Lead due diligence workstreams and coordinate activities across actuarial, finance, legal, compliance, tax, treasury, investments, risk, technology, operations, and human resources.
Evaluate financial, operational, regulatory, and strategic risks associated with potential transactions and business opportunities.
Requirements
Bachelor’s degree in finance, accounting, economics, business, or related field
Nice to have: MBA
Nice to have: CFA
Nice to have: CPA
Nice to have: experience within life insurance, annuities, retirement, wealth management, asset management, reinsurance, or other financial services organizations
Supports evaluation and execution of acquisitions, divestitures, reinsurance transactions, strategic investments, and partnership opportunities across insurance and related financial services businesses.
Locations (2)
New York, New York, United States
Philadelphia, Pennsylvania, United States
Compensation
The Salary for this position generally ranges between $90,000 - $125,000 annually.
Responsibilities
Support the evaluation and execution of acquisitions, divestitures, reinsurance transactions, strategic investments, and partnership opportunities across insurance and related financial services businesses.
Build and maintain financial models, valuation analyses, scenario assessments, and transaction return analyses to evaluate strategic opportunities and capital deployment alternatives.
Conduct market research, competitive benchmarking, and industry analysis to identify trends, risks, and strategic opportunities.
Coordinate due diligence activities across actuarial, finance, legal, compliance, tax, treasury, investments, risk, technology, operations, and human resources functions.
Organize and maintain virtual data rooms, diligence trackers, issue logs, and follow-up requests to support transaction execution and governance processes.
Requirements
Bachelor's degree in finance, accounting, economics, business, or a related field