Capital Solutions and Advisory Analyst

Willis Re; Greater London; Hybrid; GBP 55,000 - 90,000; Full time

Job summary

Willis Re is seeking an Analyst for its Capital Solutions & Advisory team in London. The role is client-facing and involves developing presentations, conducting research and supporting transactions across (re)insurance, M&A and capital optimisation.

Ideal candidates will have 2–5 years of strategic insurance experience, strong PowerPoint skills, and a track record of coordinating multiple stakeholders in fast-paced environments. Proficiency with AI tools is preferred.

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 understanding of (re)insurance and capital concepts to explain actuarial/financial analysis clearly.
• Outstanding PowerPoint skills and ability to turn complex material into a compelling narrative.
• Proven project or programme management experience with multiple stakeholders.
• Extensive use of generative AI tools for research and content creation with good judgement.

Responsibilities

• Presentations and client materials: lead the preparation of pitch books, client and board-level presentations, proposals and RFP responses.
• Narrative on the analysis: translate quantitative results into a clear storyline and recommendations for senior management.
• Programme management: plan and run client engagements and transactions with timelines and action trackers.
• Client engagement support: act as a day-to-day point of contact and prepare colleagues for meetings.
• AI-enabled research: conduct ad hoc research on clients/markets with AI tools while checking sources.
• Market knowledge: maintain trackers on Lloyd’s, London, Bermuda and alt-capital markets and contribute to updates.
• Transaction support: assist in data rooms, Q&A, and investor feedback processes.
• Business development and governance: maintain CRM, support onboarding, KYC, conflicts and regulatory processes.

Skills

PowerPoint

Storytelling

Client-facing

Numerate

AI tools

Research

Education

Finance/economics/business degree

Tools

Excel

Power BI

AI tools

Job description

**Seeking an Analyst for our Capital Solutions & Advisory team.** **The Ro**leThis 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 We are looking for someone with immediate, current industry experience with developing presentations, run project work with multiple senior stakeholders, develop insightful research and analysis with the use of AI and other tools, who can work well in fast-paced outcome-driven environments.**Key responsibilities include:*** 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.**About the Candidate****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