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 services company seeks a Director of Insurance Sector Coverage based in New York. The role involves managing senior-level client relationships in the life insurance sector, focusing on high-value transactions and strategic capital management. With 10-12+ years in corporate banking and a strong commercial mindset, candidates must demonstrate proven transaction leadership and a deep understanding of statutory accounting principles. This position reports locally to the Head of Insurance Americas Coverage and requires excellent stakeholder engagement skills.

Qualifications

• 10-12+ years of experience in corporate or investment banking with a focus on insurance.
• Proven transaction leadership experience.
• Deep knowledge of statutory accounting and GAAP/IFRS.

Responsibilities

• Lead coverage for public and private insurance companies.
• Develop relationships with CEO’s, CFO’s, and other senior executives.
• Drive strategic dialogue around capital management.

Skills

Corporate banking experience

Investment banking experience

Commercial mindset

Client relationship management

Education

BS in Finance

Economics or actuarial sciences

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