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Corporate Development & M&A – Insurance – Associate

Job in New York, New York County, New York, 10261, USA
Listing for: Oliver James Associates Ltd.
Full Time position
Listed on 2026-08-13
Job specializations:
  • Finance & Banking
    Corporate Finance, Financial Analyst
Salary/Wage Range or Industry Benchmark: 120000 - 170000 USD Yearly USD 120000.00 170000.00 YEAR
Job Description & How to Apply Below
Location: New York

Corporate Development & M&A - Insurance / Financial Services

New York, NY | Associate

We are working with a select group of leading insurance platforms and private equity firms who are actively hiring into their Corporate Development and Strategic M&A teams. These are in-house seats sitting close to the CEO/CIO's office, working on live acquisitions, reinsurance transactions, JVs, and strategic partnerships that shape the direction of the business. If you're currently in investment banking, private equity, corporate development, or actuarial advisory and want to move onto the buy side of a permanent platform, we want to hear from you.

What

the role involves
  • Evaluating and executing M&A, reinsurance, and strategic partnership transactions
  • Building and maintaining financial models to assess acquisitions and deal structures
  • Supporting due diligence work streams across financial, operational, and regulatory areas
  • Developing investment memos and board-level presentations for senior leadership
  • Conducting market and competitor research across insurance, reinsurance, and asset management
  • Partnering with business unit leaders on strategic planning and capital allocation
  • Reviewing inbound opportunities from banks, advisors, and counter parties
What we're looking for
  • 2-4 years' experience in investment banking (FIG a strong plus), private equity, corporate development, or actuarial/consulting roles
  • Insurance or reinsurance sector exposure preferred, but not required if the modeling and deal reps are strong
  • Advanced financial modeling and M&A transaction analysis skills
  • Comfortable presenting analysis to senior stakeholders and investment committees
  • Self-starter who can manage multiple live work streams at once
Why make the move

This offers a permanent seat at the table on deals rather than rotating advisory mandates, direct exposure to C-suite and investment committee decision making, and a clearer long-term career path than staying on the sell side.

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Position Requirements
10+ Years work experience
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