Insurance M&A/Insurance Solutions Associate

Oliver James Associates Ltd.; New York (NY); On-site; USD 120,000 - 190,000; Full time

Job summary

Oliver James Associates is recruiting for an Insurance M&A / Insurance Solutions Associate in New York, NY. You will work with senior investment professionals on deal execution, financial modeling, and portfolio monitoring across life, annuity, P&C, and specialty lines.

The role involves due diligence, model building, investment committee materials, and cross-functional collaboration with actuarial and operating teams.

Qualifications

• 2-5 years of experience in FIG investment banking, insurance M&A, or related fields.
• Direct exposure to insurance or reinsurance transactions across life, P&C, or other lines.
• Strong financial modeling and analytical skills integrating liabilities and assets.

Responsibilities

• Perform financial due diligence and valuation on insurance and reinsurance transactions.
• Build integrated deal models covering structuring, returns, and ALM dynamics.
• Prepare investment materials and memos for committees and clients.
• Coordinate with actuarial, investment, and operating teams through the deal lifecycle.
• Monitor portfolio performance against underwriting assumptions and scope opportunities.

Skills

Financial modeling

Valuation

Due diligence

Insurance M&A

Portfolio monitoring

Education

Bachelor's degree in finance

Actuarial credentials (ASA, FSA)

Tools

Excel

PowerPoint

Job description

Insurance M&A / Insurance Solutions Associate New York, NY | Multiple Live Mandates | Confidential Search via Oliver James

About This Search

Oliver James is working several live mandates for leading alternative asset managers building out insurance and reinsurance investing platforms in New York, including insurance focused M&A, strategic transactions, and portfolio work across life, annuity, P&C, and specialty lines. This posting covers a shared candidate profile across those mandates. Specific firm, team, and comp details are shared once we've had an initial conversation and confirmed fit.

The Role

As an Associate (or Senior Analyst, depending on the platform) on an insurance investing or insurance M&A team, you'll work directly with senior investment professionals on deal execution, financial modeling, and ongoing portfolio monitoring across insurance and reinsurance relationships.

Responsibilities generally include:

• Financial due diligence and valuation on insurance and reinsurance transactions, including block trades, reinsurance treaties, and corporate acquisitions
• Building and maintaining integrated deal models covering structuring, returns, and asset-liability dynamics
• Preparing investment committee materials, investment memos, and external presentations
• Coordinating with actuarial, investment, and operating teams through the life of a deal
• Tracking cedent and portfolio performance against underwriting assumptions
• Assessing new market entry, product strategy, and business line expansion opportunities

What We're Looking For

• 2-5 years of experience in FIG investment banking, insurance M&A, insurance asset management, private equity, corporate development, or actuarial advisory
• Direct exposure to insurance or reinsurance transactions across any line of business (life, annuity, P&C, specialty, or run off)
• Strong financial modeling and analytical skills, with the ability to build models that bring together liability, asset, capital, and earnings considerations
• Genuine interest in general account investing, ALM, reinsurance structures, or insurance linked capital solutions
• Comfortable operating in a lean, fast-moving team with broad responsibility from day one
• Clear written and verbal communication skills, able to author materials for senior leadership and investment committees
• Bachelor's degree in finance, economics, or a related field
• Actuarial credentials (ASA, FSA) or Bermuda reinsurance market exposure are a plus, not a requirement

Why Talk to Us

These are some of the most active platforms building out insurance and reinsurance strategies right now, with real deal flow, direct senior exposure, and genuine scope to grow with the business. We're speaking with candidates for several live roles at once, so one conversation can open up multiple opportunities rather than a single application.