Corporate Development Analyst

World Insurance As; New York (NY); Hybrid; USD 80,000 - 90,000; Full time

Job summary

World Insurance Associates in New York State is seeking a Corporate Development Analyst to support deal origination, build financial models, and drive due diligence through closing. You will interact with senior leadership and work across teams to structure offers and manage deal-related tasks.

This hybrid role blends on-site collaboration with one remote day each week. A business-focused bachelor’s degree and a solid foundation in finance are preferred; insurance industry experience is a plus

Qualifications

• Bachelor’s degree with a business focus is preferred.
• Strong interest in M&A, finance, and business strategy.
• Good understanding of financial statements.
• Proficiency with Microsoft Office suite.

Responsibilities

• Organize the prospective deal pipeline and support the pre-offer evaluation effort.
• Develop financial models to evaluate opportunities and support due diligence.
• Communicate with sellers to ensure due diligence requests are satisfied.
• Develop offer letters for prospective deals and adjust terms as needed.
• Support deal-leads from offer stage to closure.
• Collaborate with other World departments including integration teams.
• Prepare presentations for World’s Board and investors.

Skills

Financial analysis

MS Office proficiency

Project management

Adaptability

Effective communication

Education

Bachelor’s degree in business

Tools

Microsoft Office

Excel

PowerPoint

Word

Outlook

Job description

Description

Overview

Founded in 2011, World Insurance Associates (“World”) is the second fastest growing insurance broker in the U.S. and has deep specialization in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Mergers & Acquisitions (“M&A”) are core to World’s strategy and the Company has completed over 180 deals since its founding, with nearly 100 of those completed in the last two years. World works closely with private equity firm Charlesbank Partners, an investor in World since 2020.

Position Summary

This is a hybrid position with 4 days onsite and 1 day remote. The ideal candidate is driven to build a career in M&A and dealmaking. The Analyst should thrive in a fast-paced environment and be a motivated self-starter. As an integral part of the Corporate Development team, the Analyst will learn from seasoned professionals while putting their stamp on each deal. No day will be the same as the previous, however the Analyst can expect to play a part organizing the group’s deal origination effort, evaluating and modeling prospective deals, and seeing transactions through the ultimate closures. The position will report to the SVP of Corporate Development and will interact heavily with the entire Corporate Development team. Experience with the insurance industry is a plus, but not necessary.

Primary Responsibilities

• Organize the prospective deal pipeline and support the pre-offer evaluation effort
• Develop financial models to evaluate specific opportunities and support confirmatory due diligence process
• Communicate with sellers to ensure due diligence requests are satisfied
• Develop offer letters for prospective deals, adjusting terms based on the specific deal needs
• Provide support to our deal-leads (Corporate Development VPs) as they take deals from offer stage to closure
• Work with other World functional departments, including the integration team to drive cross-dependencies
• Occasionally provide support to the executive team including developing presentations to World’s Board of Directors, materials for our investors and lenders, and presentations to support the Company’s M&A initiative

Qualifications

• Bachelor’s degree with a business focus is preferred
• Strong interest in M&A, finance, and business strategy
• Good fundamental understanding of financial statements
• Strong proficiency in Microsoft Office suite including Excel, PowerPoint, Word, and Outlook
• Ability to manage multiple projects simultaneously
• Ability to work in a constantly changing environment
• Some insurance experience is a plus but not necessary. Curiosity to learn the insurance space preferred
• Must have legal authorization to work permanently in the United States for any employer without requiring a visa transfer or visa sponsorship
• Some experience with AI platforms is preferred

Compensation

This position is located in New York State. The base salary for this position at the time of this posting may range from $80,000 to $90,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit https://www.worldinsurance.com/careers for more details.

Equal Employment Opportunity

At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.