Strategic M&A Associate

Transamerica Corporation

New York (NY)

Hybrid

USD 90,000 - 125,000

Full time

3 days ago

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Benefits offered by this job

Competitive pay

Annual bonus

Benefits package

401k match

Employee stock purchase plan

Tuition reimbursement

Medical, dental, and vision insurance

Paid time off and holidays

Job summary

Transamerica Corporation in New York City or Philadelphia is seeking an Associate, Corporate Development to evaluate and execute acquisitions, divestitures, and strategic investments within insurance and financial services. You will deliver financial models, market analyses, and executive-ready materials for senior leadership.

The role requires a finance-focused degree, 2 years in financial services or related fields, and strong Excel/PowerPoint skills.

Qualifications

Bachelor’s degree in finance, accounting, economics, business, or a related field.
Two years of experience in financial services, corporate development, investment banking, transaction advisory, management consulting, private equity, or related field.
Knowledge of financial modeling, valuation methodologies, and transaction analysis including DCF, comps, and precedent transactions.
Ability to analyze financial statements and understand accounting, capital, and earnings concepts.
Strong written and verbal communication skills.
Proficient in Microsoft Excel, PowerPoint, and Word.

Responsibilities

Support evaluation and execution of acquisitions, divestitures, reinsurance transactions, strategic investments, and partnerships across insurance and financial services.
Build and maintain financial models, valuation analyses, scenario assessments, and transaction return analyses.
Conduct market research, benchmarking, and industry analysis to identify trends and risks.
Coordinate due diligence across actuarial, finance, legal, tax, and other functions.
Organize data rooms, diligence trackers, and issue logs to support governance.
Prepare executive-ready materials and recommendations for senior leadership and investment committees.
Develop business cases for organic and inorganic growth and partnership structures.
Track milestones, deliverables, and key decisions; escalate risks as needed.
Summarize transaction documents and financial information to identify key risks and drivers.
Collaborate with internal stakeholders and external advisors (bankers, consultants, accountants, lawyers).