Director - Insurance Sector Client Coverage, FIG Americas

Crédit Agricole CIB; New York (NY); On-site; USD 150,000 - 200,000; Full time

Job summary

A leading financial institution is seeking a Director of Insurance Sector Coverage to oversee senior-level client relations in the life insurance sector. This role requires strong leadership and a deep understanding of the insurance market. With 10-12 years of experience in corporate and investment banking, the ideal candidate will build and maintain key relationships, driving strategic conversations on capital management and growth. A focus on revenue generation is essential, along with relevant educational qualifications.

Qualifications

• 10-12+ years of corporate banking experience in the insurance sector.
• Proven transaction leadership experience.
• Deep knowledge of accounting standards like GAAP/IFRS.

Responsibilities

• Lead coverage for insurance companies in the life sector.
• Develop trusted relationships with C-suite executives.
• Drive dialogue around capital management and balance sheet optimization.

Skills

Corporate and investment banking experience

Strategic capital and liquidity management

Statutory accounting knowledge

GAAP/IFRS knowledge

Commercial mindset

Education

BS in Finance, Economics or actuarial sciences

Series 7 + 63

Job description

The Director of Insurance Sector Coverage in the FIG group is responsible for senior-level client coverage of life reinsurance, insurance and affiliated asset managers clients in the US and Bermuda markets. The role focuses on building C-Suite relationships with a subset of these clients that results in the origination of strategic, revenue generating high value transactions. The Director of insurance is responsible globally for the relationship with his/her clients and reports to the Head of Insurance Americas Coverage locally.

Primary Responsibilities

• Lead coverage for public and private insurance companies primarily in the life sector
• Develop trusted advisor relationships with CEO’s, CFO’s, CIO’s, Chief Actuaries and Treasurers
• Drive strategic dialogue around capital management, growth strategy and balance sheet optimization
• Maintain ongoing engagement with his/her large insurers in relevant markets in Asia and Europe

Qualifications

• 10 -12+ years of corporate and investment banking experience with an insurance sector focus and/or life insurance sector experience with a focus on strategic, complex capital and liquidity management transactions.
• Proven transaction leadership experience
• Deep knowledge of statutory accounting and GAAP/IFRS
• Familiar with Insurance reserving and embedded value methodologies
• Rating agency capital considerations knowledge
• Commercial mindset with demonstrated revenue generation ability

Education

• BS in Finance, Economics or actuarial sciences required
• Series 7 + 63 preferred

Experience Required

• 10 -12+ years of corporate and investment banking experience with an insurance sector focus and/or life insurance sector experience with a focus on strategic, complex capital and liquidity management transactions
• Proven transaction leadership experience
• Commercial mindset with demonstrated revenue generation ability

Skills and Knowledge

• Deep knowledge of statutory accounting and GAAP/IFRS
• Familiar with Insurance reserving and embedded value methodologies
• Rating agency capital considerations knowledge