Senior Associate Corporate Development

Transamerica; New York (NY); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

Employee Discounts

Career Training & Development

Job summary

Transamerica is seeking a senior corporate development professional to lead financial evaluation and execution for acquisitions, divestitures, reinsurance, and strategic investments. You will build and manage complex financial models, perform scenario analyses, and present recommendations to senior leaders.

The role requires five years of experience in financial services or related fields, deep knowledge of valuation, GAAP, and capital frameworks, and strong negotiation and cross-functional

Qualifications

• Five years of experience in financial services, corporate development, investment banking, or related roles.
• Knowledge of GAAP, insurance capital frameworks, reserve concepts, and earnings drivers.
• Experience supporting mergers and acquisitions, reinsurance transactions, strategic partnerships, or capital market transactions.

Responsibilities

• Lead financial evaluation and execution support for acquisitions, divestitures, reinsurance transactions, strategic investments, joint ventures, and partnership opportunities.
• Develop and maintain complex financial models, valuation analyses, scenario assessments, transaction return analyses, and capital impact evaluations.
• Lead due diligence workstreams and coordinate activities across actuarial, finance, legal, compliance, tax, treasury, investments, risk, technology, operations, and human resources.

Skills

Financial modeling

Valuation methodologies

DCFs & comparable analyses

Negotiation

Excel

PowerPoint

Word

Strategic finance

Transaction leadership

Communication

Education

Bachelor's degree in finance, accounting, economics, business, or related field

MBA

CFA

CPA

Tools

Microsoft Excel

PowerPoint

Word

Job description

We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.* Lead financial evaluation and execution support for acquisitions, divestitures, reinsurance transactions, strategic investments, joint ventures, and partnership opportunities.* Develop and maintain complex financial models, valuation analyses, scenario assessments, transaction return analyses, and capital impact evaluations.* Perform strategic market assessments, competitive analyses, and industry research to identify emerging opportunities, risks, and market trends.* Lead due diligence workstreams and coordinate activities across actuarial, finance, legal, compliance, tax, treasury, investments, risk, technology, operations, and human resources.* Evaluate financial, operational, regulatory, and strategic risks associated with potential transactions and business opportunities.* Prepare and present analyses, recommendations, and transaction materials to senior leadership, investment committees, and other governance forums.* Support development of business cases and strategic recommendations related to organic growth initiatives, partnerships, and capital deployment alternatives.* Manage transaction timelines, key milestones, deliverables, and issue resolution activities to support successful execution.* Partner with internal stakeholders and external advisors, including investment bankers, consultants, accountants, and legal counsel, throughout transaction and strategic evaluation processes.* Provide guidance, knowledge sharing, and informal mentorship to less experienced team members supporting corporate development initiatives.* Bachelor's degree in finance, accounting, economics, business, or related field* Five years of experience in financial services, corporate development, investment banking, transaction advisory, management consulting, private equity, strategic finance, or related roles* Knowledge of financial modeling, valuation methodologies, transaction structuring, and capital allocation analysis* Knowledge of discounted cash flow analysis, comparable company analysis, precedent transaction analysis, and transaction return analysis* Ability to analyze financial statements and evaluate accounting, capital, earnings, and value creation considerations* Experience managing multiple projects and transaction workstreams simultaneously* Strong negotiation experience, including driving negotiations through successful execution* Strong analytical, problem-solving, and decision-making skills* Results-driven with a commercial, deal-maker mentality* Strong written and verbal communication skills* Ability to work effectively with senior leaders and cross-functional stakeholders* Proficient in Microsoft Excel, PowerPoint, and Word* Experience within life insurance, annuities, retirement, wealth management, asset management, reinsurance, or other financial services organizations* Knowledge of statutory accounting, Generally Accepted Accounting Principles (GAAP), insurance capital frameworks, reserve concepts, and earnings drivers* Experience supporting mergers and acquisitions, reinsurance transactions, strategic partnerships, or capital market transactions* Master of Business Administration (MBA)* Knowledge of insurance distribution, product strategy, market structure, and industry trends* Chartered Financial Analyst (CFA)* Certified Public Accountant (CPA)* Advanced Financial and Capital Analysis - Develops complex models and evaluates valuation, transaction returns, capital impacts, earnings, and value creation considerations.* Transaction Leadership - Leads due diligence workstreams, manages timelines and issue resolution, and supports opportunities through successful execution.* Strategic and Commercial Judgment - Assesses market dynamics and financial, operational, regulatory, and strategic risks to shape actionable recommendations.* Influence and Negotiation - Communicates effectively with senior leaders, governance forums, cross-functional stakeholders, and external advisors while driving negotiations.* Team Leadership - Provides guidance, knowledge sharing, and informal mentorship to less experienced team members.* Pension Plan* 401k Match* Employee Stock Purchase Plan* Tuition Reimbursement* Disability Insurance* Medical Insurance* Dental Insurance* Vision Insurance* Employee Discounts* Career Training & Development Opportunities