VP, Transactional Risk, Tax

Location: New York

## VP, Transactional Risk, Tax Apply locations:
New York – 1350 Avenue Of The Americas time type:
Full time posted on:
Posted Todaytime left to apply:
End Date:
July 31, 2026 (20 days left to apply) job requisition :
R0018319

At DUAL North America, our core values dictate how we live and work. We are a group with independence and people at its heart and we are a home for talent with a unique culture: the biggest small company in the world.
The focus on being a People First business has always been at the very heart of the Group;
Our vision was to create an independent business with a unique culture and one that would survive and thrive as a business controlled by the people working for it. And finding the most talented and entrepreneurial people to join the Group has been and will continue to be key.

DUAL North America, Inc. is seeking aVP, Transactional Risk, Tax Classification:
Full-time

Reports to:

Head of Transactional Risk Salary: $-$

Location:

New York, NY, Hybrid
** Role overview
** DUAL North America is seeking a commercial and ambitious Underwriter for the Transactional Risk division.

At DUAL, underwriters play a key strategic role in shaping the underwriting framework and expanding broker relationships. In this role, you will provide expertise in risk evaluation, manage submissions, lead on underwriting transactions in various sectors and support profitable portfolio growth.

As a key member of the transactional risk team, you will be specializing in Representations and Warranties Insurance (RWI). This role involves negotiating bespoke RWI policies in connection with mergers and acquisitions (M&A), working closely with brokers, legal counsel, and internal stakeholders to deliver tailored insurance solutions in a fast-paced, deal-driven environment.
** Role responsibilities**
* ** Quote Development:
** Evaluate submissions for active private M&A transactions and prepare customized term sheets outlining proposed pricing and key underwriting considerations. Ensure timely delivery of quotes to brokers in accordance with deal timelines.
* ** Policy Negotiation & Execution:
** Lead the underwriting process, collaborate with buyer’s counsel and advisors to review due diligence materials and negotiate policy terms. Find tailored solutions or draft appropriate exclusions where material due diligence gaps are identified.
* ** Due Diligence Review:
** Analyze target company materials including due diligence reports, confidential information memoranda, and iterations of the M&A agreement to assess risk and inform policy terms.
* ** Team

Collaboration:

** Supervise and mentor more junior underwriters and analysts supporting the underwriting process. Provide guidance and feedback to ensure accuracy and professional development.
* ** Legal Liaison:
** Coordinate with DUAL’s deal counsel (where appropriate) to review legal findings and incorporate feedback into underwriting decisions. Communicate relevant inquiries and clarifications to brokers and their clients.
* ** Relationship Management:
** Cultivate and maintain strong relationships with key brokers through regular communication, industry event participation, and strategic networking to support business development and deal flow.
** Key requirements
*** Bachelor’s degree in risk management, Finance, Business, Law or a related field preferred
* Ideal candidates will have a background in one or more of the following areas: (i) legal practice, particularly in M&A or corporate law; (ii) M&A-related roles in private equity, investment banking, or financial advisory; or (iii) insurance roles with exposure to private equity or financial transactions
* 4-8 years of M&A or relevant underwriting experience
* Professional certifications such as CPCU, AU, or similar designations preferred
* In-depth understanding of technical underwriting principles and risk assessment
* Strong analytical, negotiation, and decision-making skills
* Proven ability to manage and build broker and client relationships
* Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
* Demonstrated ability to handle complex risks with sound judgment
* Highly self-motivated with strong attention to detail
* If…