M&A Analyst

M&A Analyst

Ethos Specialty Insurance Services LP – New York, NY

Ethos Specialty is a Bishop Street Underwriters Company and a specialty Managing General Underwriter (MGU) that partners with carriers to underwrite tailored insurance programs across North America. The M&A underwriting team provides representations & warranties (R&W) insurance to manage risk allocation in M&A transactions.

• Coordinate with external legal counsel, M&A insurance brokers, attorneys, and deal principals.
• Collect and analyze data related to submissions, bound deals, and policies.
• Draft invoices, expense agreements, non‑binding indication letters, and other documents requested by underwriters.
• Review underwriting submissions and files, summing key points for discussion with the underwriting team.
• Assist in the underwriting process for R&W products for buy‑side and sell‑side clients by collaborating with brokers, advisors, and law firms.
• Conduct preliminary reviews of Purchase‑Sale Agreements, Disclosure Schedules, and Diligence Reports to identify risks and draft non‑binding indication letters for investors and private equity firms.
• Manage NDAs, non‑reliance letters, and access letters to obtain proprietary deal information.
• Attend due diligence calls and transcribe accurate, comprehensive deal‑specific notes.

• 1–2 years of experience in a related field (insurance, banking, accounting).
• Bachelor’s degree required.
• Strong understanding of financial statements.
• Experience handling and interpreting large data sets.
• Strong written and oral communication skills.
• Excellent interpersonal skills and ability to collaborate with a large team.
• Ability to adapt to a fast‑paced environment, working under short timelines and occasionally during off‑hours.
• Detail‑oriented.
• Ability to work independently.
• Strong interest in M&A.

• Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, Teams) and Adobe Acrobat.