M&A Strategy & Corporate Development Associate

Transamerica; New York (NY); Hybrid; USD 90,000 - 125,000; Full time

Benefits offered by this job

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

Employee Discounts

Career Training & Development Opp

Wellness programs

Job summary

Transamerica is seeking an Associate, Corporate Development to support the evaluation and execution of strategic opportunities across insurance and financial services. You will deliver sophisticated financial modeling, valuation analyses, market research, and diligence coordination to inform senior leaders’ capital deployment decisions.

The role is hybrid in our New York City or Philadelphia offices, offering partnership with investment committees and external advisors, and opportunities to

Qualifications

• Bachelor’s degree in finance, accounting, economics, business, or related field.
• Two years of experience in financial services, corporate development, investment banking, or related field.
• Knowledge of financial modeling, valuation methodologies, and transaction analysis
• Ability to analyze financial statements and understand accounting concepts
• Ability to manage multiple projects in a fast-paced environment
• Strong analytical, organizational, and problem-solving skills
• Commercial, deal-maker mentality
• Strong written and verbal communication skills
• Proficiency in Microsoft Excel, PowerPoint, and Word

Responsibilities

• Support the evaluation and execution of acquisitions, divestitures, reinsurance transactions, strategic investments, and partnership opportunities across insurance and related financial services businesses.
• Build and maintain financial models, valuation analyses, scenario assessments, and transaction return analyses to evaluate opportunities and capital deployment.
• Conduct market research, competitive benchmarking, and industry analysis to identify trends, risks, and opportunities.
• Coordinate due diligence activities across actuarial, finance, legal, compliance, tax, treasury, investments, risk, technology, operations, and HR.
• Organize and maintain virtual data rooms, diligence trackers, issue logs, and follow-up requests to support transaction execution and governance processes.
• Prepare presentations, memoranda, and recommendations for senior leadership and investment committees.
• Support the development of business cases for strategic initiatives and partnership structures.
• Track transaction milestones, deliverables, and key decisions, escalating risks as needed.
• Review and summarize transaction documents, diligence findings, and financial information to identify risks and value drivers.
• Partner with internal stakeholders and external advisors including bankers, consultants, and legal counsel.

Skills

Financial modeling

Valuation methodologies

Transaction analysis

Financial statement analysis

Project management

Analytical skills

Communication skills

Confidential information handling

Microsoft Excel

PowerPoint

Word

Education

Bachelor’s degree in finance, accounting, economics, business

Tools

Microsoft Excel

PowerPoint

Word

Job description

Transamerica is seeking an Associate, Corporate Development to support the evaluation and execution of strategic opportunities across insurance and financial services. You will deliver sophisticated financial modeling, valuation analyses, market research, and diligence coordination to inform senior leaders’ capital deployment decisions.

The role is hybrid in our New York City or Philadelphia offices, offering partnership with investment committees and external advisors, and opportunities to