Corporate Development & M&A – Insurance – Associate

Oliver James Associates Ltd.; New York (NY); On-site; USD 120,000 - 170,000; Full time

Job summary

Oliver James Associates Ltd. in New York is seeking an Associate for its Corporate Development & M&A team within Insurance/Financial Services. You will work close to the CEO/CIO, evaluating live acquisitions, reinsurance transactions, JVs, and strategic partnerships.

The role emphasizes advanced financial modeling, deal structuring, and presenting analyses to investment committees. Ideal candidates have 2–4 years in IB/PE/corporate development or actuarial advisory and are ready to manage

Qualifications

• 2–4 years' experience in investment banking, private equity, corporate development, or actuarial/consulting.
• Experience in insurance or reinsurance beneficial but not required if modeling and deal experience are strong.
• Advanced financial modeling and M&A transaction analysis skills.
• Comfortable presenting analysis to senior stakeholders and investment committees.

Responsibilities

• Evaluate and execute M&A, reinsurance, and strategic partnership transactions.
• Build and maintain financial models to assess acquisitions and deal structures.
• Support due diligence across financial, operational, and regulatory areas.
• Develop investment memos and board-level presentations for senior leadership.
• Conduct market and competitor research across insurance, reinsurance, and asset management.
• Collaborate with business unit leaders on strategic planning and capital allocation.
• Review inbound opportunities from banks, advisors, and counterparties.

Skills

Financial modeling

M&A analysis

Stakeholder presentations

Job description

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 workstreams 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 counterparties

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 workstreams 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.