Associate – FIG Insurance

Oliver James Group; New York (NY); On-site; USD 180,000 - 260,000; Full time

Job summary

Bulge Bracket Bank in New York seeks a FIG Insurance Investment Banking Associate to join its insurance services franchise. The role covers buy-side and sell-side M&A for insurance brokers, MGAs and the distribution and services ecosystem, working with senior bankers.

This is an execution-heavy seat requiring modelling, valuation, client materials, buyer outreach, due diligence and driving deals to close.

Qualifications

• Hands-on M&A experience in FIG or insurance is required.
• Experience with buy-side and sell-side processes is valuable.
• Strong modelling and valuation skills are preferred.

Responsibilities

• Execution-heavy role handling modelling, valuation, and materials.
• Duties include marketing materials, buyer outreach, diligence, and driving deals to close.

Job description

FIG Insurance Investment Banking Associate | Bulge Bracket Bank | New York

I'm working with a bulge bracket investment bank looking to hire an Associate into its FIG Insurance team in New York.

The role sits on the insurance services side of the team, covering insurance brokers, MGAs and the wider distribution and services ecosystem. You'll work directly with senior bankers on buy-side and sell-side M&A for strategic and private equity-backed clients, along with capital raising and broader strategic advisory work.

This is an execution-heavy seat. The team needs someone who can step in and run a process from day one: modelling and valuation, marketing materials, buyer outreach, diligence and getting deals to close.

What they're looking for

• Current Associate (or a strong senior Analyst close to promotion) in FIG or insurance investment banking at a bulge bracket bank or an insurance-focused boutique
• Hands‑on experience running both buy‑side and sell‑side M&A processes
• Deal experience in insurance distribution, brokerage, MGAs or insurance services is a big plus. Carrier-focused bankers with strong M&A execution will also be considered
• Strong modelling and valuation skills, and comfort working directly with senior bankers and clients

Why this role

• Senior-led team with a dedicated insurance services franchise
• Direct exposure to some of the most active parts of insurance M&A, including PE-backed broker consolidation and sponsor exits
• Bulge bracket platform with the full product suite behind it

All conversations are confidential.