Investment Banking Vice President – Financial Services, Insurance

Overview

• 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
• M&A transaction experience
• financial modeling
• business writing
• analytical skills

• leadership
• client management
• relationship building
• trust establishment
• work ethic

• Bachelor's degree
• MBA degree