Investment Analyst, Corporate Development

Swiss Re; New York (NY); Hybrid; USD 136,000 - 204,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Swiss Re in New York is seeking an Investment Analyst to join Corporate Development. The role focuses on leading M&A activities and managing a portfolio of private equity investments in insurance-related businesses.

You will collaborate with a global team and travel regionally to assess opportunities and support transactions. The team operates with a hybrid work model and emphasizes rigorous financial analysis, due diligence, and strategic execution.

Qualifications

• 3-5 years of relevant full-time work experience in a transaction-focused environment.
• Demonstrated analytical ability and financial modelling skills.
• Excellent written and verbal communication in English; working knowledge of Spanish/Portuguese a plus.
• Undergraduate degree in Finance, Economics, Insurance, Actuarial Science or related field.
• Excel and PowerPoint proficiency.

Responsibilities

• Evaluate opportunities for strategic fit, investment appetite, risks and returns.
• Execute due diligence, structuring, negotiation and documentation.
• Collaborate with BU leaders and internal/external partners on transactions.
• Support value creation efforts for portfolio companies with management.
• Prepare materials for decision-making by committees and executives.
• Stay informed on insurance and reinsurance trends and developments.

Job description

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Investment Analyst, Corporate Development

Are you ready to join a team of highly skilled professionals based in New York, as a member of a global group? Join us and see where a career in corporate transactions and investments with the world's leading reinsurance firm can take you!

About the Role

As part of a highly visible team of insurance, investment and M&A professionals whose two primary functions are to lead M&A activities for Swiss Re at the Group and Business Units and oversee a portfolio of direct private equity minority interest investments in insurance-related businesses, you will benefit from a broader strategic view of Swiss Re and the insurance industry. You will have significant responsibility and visibility while developing skills related to corporate mergers and acquisitions and managing private equity-style investment portfolio.

Key responsibilities include :

• Evaluate opportunities – i.e., fit with strategic / investment appetite, benefits and risks, financial analysis, valuation and returns
• Execute transactions – i.e., due diligence, structuring, negotiation, and documentation
• Work with Business Unit leaders and key internal and external partners in evaluating and executing transactions
• Support value creation efforts for portfolio companies including engaging with company managers
• Prepare materials vital to enable efficient executive decision-making (e.g., Corporate Development Investment Committee and Group Executive)
• Stay aware of the latest trends and developments in the insurance and reinsurance sectors through engagement with external and internal parties

In this role you will travel regionally to oversee existing investments and / or diligence new opportunities and build a professional network within Swiss Re and the investment, insurance and advisor communities!

About the Team

Corporate Development is a global team located in New York, Zurich, London and Hong Kong. The team's two primary functions are to lead Group and Business Unit level strategic M&A activities for and to manage and the firm's portfolio of direct private equity minority interest investments in insurance and insurance-related businesses.

About You

Showing good presence, judgement and "self-starter" personality, you possess a strong desire to further develop investing acumen and executing corporate transactions and, with time, take on responsibility for leading transactions. A great collaborator, you thrive in a team environment, partnering openly with colleagues on transactions and contributing to a cohesive, high-performing Corporate Development team.

Additional requirements include :

• 3-5 years of relevant full-time work experience in a transaction focused, analytical environment (e.g., Corporate Development, Investment Banking or Private Equity)
  • Experience in either insurance/reinsurance, financial services M&A or direct investing are a plus
• Demonstrated analytical ability, financial acumen and modelling skills
• Excellent written and verbal communication skills including the ability to effectively interact and collaborate within a corporate environment
• Undergraduate degree required, preferably in Finance, Economics, Insurance, Actuarial Science or a related field
• Excel and PowerPoint proficiency
• English fluency is a must, working proficiency in Spanish or Portuguese are a plus

Our company uses a hybrid work model requiring a minimum of three days in the office each week, with the option of working on-site full-time if preferred. This position is not eligible for full-time teleworking and is not able to offer visa sponsorship.

The estimated base salary range for this position is $136,000 to $204,000. The specific salary offered for this or any given role will take into account a number of factors including but not limited to job location, scope of role, qualifications, complexity/specialization/scarcity of talent, experience, education, and employer budget. At Swiss Re, we take a "total compensation approach" when making compensation decisions. This means that we consider all components of compensation in their totality (such as base pay, short-and long-term incentives, and benefits offered), in setting individual compensation.

About Swiss Re

Swiss Re is one of the world’s leading providers of reinsurance, insurance and other forms of insurance-based risk transfer, working to make the world more resilient. We anticipate and manage a wide variety of risks, from natural catastrophes and climate change to cybercrime. Combining experience with creative thinking and cutting-edge expertise, we create new opportunities and solutions for our clients. This is possible thanks to the collaboration of more than 15,000 employees across the world.
Our success depends on our ability to build an inclusive culture encouraging fresh perspectives and innovative thinking. We embrace a workplace where everyone has equal opportunities to thrive and develop professionally regardless of their age, gender, race, ethnicity, gender identity and/or expression, sexual orientation, physical or mental ability, skillset, thought or other characteristics. In our inclusive and flexible environment everyone can bring their authentic selves to work and their passion for sustainability.
If you are an experienced professional returning to the workforce after a career break, we encourage you to apply for open positions that match your skills and experience.

We may use AI-powered tools to support the review and evaluation of applications for this position. These tools provide additional insights to our recruitment teams, but all hiring decisions are carefully reviewed and made by people. To learn more about how we use AI in recruitment and how we handle your personal data, please review our Data Privacy Statement before applying.

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Reference Code:139597

Nearest Major Market: Manhattan
Nearest Secondary Market: New York City
Job Segment: Private Equity, M&A, Investment Banking, Equity, Accounting, Finance, Management