Capital Solutions and Advisory Analyst

Willis Re (UK) Limited; Greater London; On-site; GBP 60,000 - 90,000; Full time

Job summary

Willis Re (UK) Limited is seeking an Analyst for its Capital Solutions & Advisory team in London. The role focuses on client-facing capital advisory, translating actuarial results into clear narratives and managing end-to-end engagements with insurers, reinsurers, Lloyd’s syndicates, and investors.

The analyst supports research, market tracking, and transaction processes, leveraging AI tools for rapid information gathering while maintaining accuracy and governance.

Qualifications

• A good degree in finance, economics, business or a related discipline.
• Experience in a client-facing role within (re)insurance, reinsurance broking, management consultancy, corporate finance or a similar environment.
• Numerate and commercially minded, with enough understanding of (re)insurance and capital concepts to grasp actuarial and financial analysis and explain it simply.
• Outstanding PowerPoint skills and a strong storyteller, with excellent written English and the ability to turn complex material into a compelling narrative.
• Proven project or programme management experience, coordinating several workstreams and senior stakeholders at once.
• Extensive, hands-on use of generative AI tools for research and content creation, with sound judgement over the quality and accuracy of the outputs.
• Highly organised, with strong attention to detail and the ability to deliver under tight deadlines.

Responsibilities

• Presentations and client materials: lead the preparation of pitch books, client and board-level presentations, proposals and RFP responses, making sure every deliverable is clear, consistent and on brand.
• Narrative on the analysis: work with actuarial, capital-modelling and analytics colleagues to understand their quantitative results, then turn them into a clear storyline, key messages and recommendations that clients’ senior management can act on.
• Programme management: plan and run client engagements and transactions from start to finish – workplans, timelines, deliverables and action trackers, meeting agendas and follow-ups – coordinating internal experts and external parties such as legal counsel and third-party providers.
• Client engagement support: act as a day-to-day point of contact for client teams, prepare senior colleagues for meetings, and keep clients informed of progress, next steps and decisions needed.
• AI-enabled research: carry out ad hoc research on clients, competitors, markets, regulation and transactions, making extensive and focused use of AI tools to gather, synthesise and summarise information quickly, while checking sources and accuracy.
• Market knowledge: maintain trackers and briefings on the Lloyd’s, London, Bermuda and alternative-capital markets, and contribute to thought-leadership and client-facing market updates.
• Transaction support: help run the practical side of deals – data rooms, Q&A, reinsurer and investor feedback and allocation tracking. Run relative-based valuation, multiple analysis and other fundamental valuation techniques
• Business development and governance: maintain the pipeline and CRM records, and support client onboarding, KYC, conflicts and other regulatory processes in line with the team’s UK regulatory obligations.

Skills

Client engagement

Storytelling

Project management

AI tools usage

Education

Finance/Economics degree

Tools

PowerPoint

Excel

Power BI

Job description

Seeking an Analyst for our Capital Solutions & Advisory team. The Role This is an exciting opportunity for an analyst with sound insurance and financial background to step into a client-facing capital solutions advisory position. Joining Willis Re’s Capital Solutions & Advisory division, you will put 2 to 5 years of strategic insurance experience to work for a broad range of insurers, reinsurers, Lloyd’s syndicates and investors, providing capital advisory and creating new capital solutions that help clients make better-informed decisions about strategy, capital, risk appetite and risk transfer. Operating at the intersection of reinsurance brokerage, capital market and investment banking the analyst will help the team advise (re)insurance clients with a broad range of services spanning traditional M&A and capital optimisation advisory, alternative capital solutions including but not limited to structured reinsurance and third‑party capital vehicles, ILS and how to navigate and excel within Lloyd’s of London. The analyst will support the team with a broad range of responsibilities

• Presentations and client materials: lead the preparation of pitch books, client and board‑level presentations, proposals and RFP responses, making sure every deliverable is clear, consistent and on brand.
• Narrative on the analysis: work with actuarial, capital‑modelling and analytics colleagues to understand their quantitative results, then turn them into a clear storyline, key messages and recommendations that clients’ senior management can act on.
• Programme management: plan and run client engagements and transactions from start to finish – workplans, timelines, deliverables and action trackers, meeting agendas and follow‑ups – coordinating internal experts and external parties such as legal counsel and third‑party providers.
• Client engagement support: act as a day‑to‑day point of contact for client teams, prepare senior colleagues for meetings, and keep clients informed of progress, next steps and decisions needed.
• AI-enabled research: carry out ad hoc research on clients, competitors, markets, regulation and transactions, making extensive and focused use of AI tools to gather, synthesise and summarise information quickly, while checking sources and accuracy.
• Market knowledge: maintain trackers and briefings on the Lloyd’s, London, Bermuda and alternative‑capital markets, and contribute to thought‑leadership and client‑facing market updates.
• Transaction support: help run the practical side of deals – data rooms, Q&A, reinsurer and investor feedback and allocation tracking. Run relative‑based valuation, multiple analysis and other fundamental valuation techniques
• Business development and governance: maintain the pipeline and CRM records, and support client onboarding, KYC, conflicts and other regulatory processes in line with the team’s UK regulatory obligations.

Essential Qualifications & Experience:

• A good degree in finance, economics, business or a related discipline.
• Experience in a client-facing role within (re)insurance, reinsurance broking, management consultancy, corporate finance or a similar environment.
• Numerate and commercially minded, with enough understanding of (re)insurance and capital concepts to grasp actuarial and financial analysis and explain it simply.
• Outstanding PowerPoint skills and a strong storyteller, with excellent written English and the ability to turn complex material into a compelling narrative.
• Proven project or programme management experience, coordinating several workstreams and senior stakeholders at once.
• Extensive, hands‑on use of generative AI tools for research and content creation, with sound judgement over the quality and accuracy of the outputs.
• Highly organised, with strong attention to detail and the ability to deliver under tight deadlines.

Desirable:

• Experience in strategy consulting or investment banking producing senior‑level client deliverables.
• Exposure to capital solutions, M&A, structured reinsurance, insurance‑linked securities or the Lloyd’s market
• A project management qualification (e.g. PRINCE2, APM or Agile) or equivalent experience.
• Progress towards a professional qualification such as ACII or CFA.
• Experience building AI‑enabled workflows (e.g. reusable prompts, research assistants or automated briefings).
• Good Excel and data‑visualisation skills (e.g. Power BI).

Personal Qualities and Attitude:

• Integrity: work with the highest ethical standards in handling client and WRe confidential information, handling modelling processes and outcomes with the highest professional standar
• Accountability: taking ownership of assignments, whether internal and/or client-related, being reliable and transparent at all tim
• Result orientation: being willing and able to go the extra mile to deliver outstanding client results in line with project/transaction success metrics
• Collaborative approach: team‑first attitude, work constructively with colleagues and client representatives in multi-disciplinary team
• Proactiveness: seek personal and team improvement beyond what is required, propose and lead initiatives that enhance team performance and client value delivery

About Willis Re

We combine specialist broking with analytics, modeling and research to help insurers optimize risk transfer, strengthen balance sheets and achieve sustainable growth. Our approach is relationship‑driven, transparent and outcome‑focused. At the heart of Willis Re is a focus on delivering the most cutting‑edge analytical solutions to enable more informed, better decision‑making for risk selection, portfolio optimization, and capital management. The launch of Willis Re brings a strategic advantage of being unhindered by legacy, an ability to leverage data, statistical models and advanced technologies with the best knowledge and expertise to deliver more efficient and effective reinsurance outcomes. This places Willis Re in a unique position to build a truly analytically driven business, focused on creating solutions for the reinsurance industry that are future led and forward thinking. Willis Re will also leverage recognized technical expertise from WTW’s Insurance Consulting & Technology business including their advanced modeling and analytical capabilities. Alongside this will be WTW’s Research Network, an award‑winning business supporting and influencing science to improve the understanding and quantification of risk.

We provide equal opportunity to all qualified individuals regardless of race, colour, religion, age, gender, gender expression, national origin, veteran status, disability, orientation, or any other legally protected categories.

If you have a need that requires accommodation, please email us at [e-mail]

We’re hiring people from all walks of life who are curious, collaborative and ambitious.

If you want to be part of a team that leads with heart, builds with courage and redefines what’s possible in our industry, then this is your moment.

We look forward to hearing from you!

If you’re curious, collaborative, and ambitious, you’ll find the opportunity at Willis Re to shape something extraordinary.