Underwriter

Cascade West Partners; New York (NY); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Flexible work arrangements

Professional development opportunities

Job summary

Cascade West Partners in New York, NY seeks an Underwriter to assess risk on complex financial transactions, including mergers, acquisitions, and debt financings. You will analyze financial statements, assess creditworthiness, and prepare underwriting memoranda.

The role is based in our New York office with a collaborative culture that emphasizes learning. Compensation ranges from $70,000 to $95,066 per year, with health insurance, retirement plans, and opportunities for professional development.

Qualifications

• Bachelor's degree in finance, insurance, or a related field.
• Several years of experience in the insurance industry.
• Strong analytical and communication skills.

Responsibilities

• Underwrite complex financial transactions, including mergers and acquisitions.
• Analyze financial statements and assess creditworthiness.
• Prepare underwriting memoranda and collaborate with investment professionals and legal teams.

Skills

Underwriting

Financial analysis

Credit assessment

Financial modeling

Interpersonal communication

Team collaboration

Education

Bachelor's degree in finance, insurance, or related field

Tools

Underwriting software

Financial modeling software

Job description

Cascade West Partners, a private equity firm specializing in healthcare investments, seeks a dedicated Underwriter in New York, NY. This full-time role offers an attractive compensation and benefits package.

As an Underwriter, you will underwrite complex financial transactions, including mergers, acquisitions, and debt financings. You will analyze financial statements, assess creditworthiness, and prepare underwriting memoranda. Collaboration with investment professionals and legal teams is essential for smooth transaction execution.

This position is based in our New York office, where you will join a team of professionals dedicated to driving our investment strategy. Our workplace culture emphasizes collaboration and continuous learning.

The Underwriter role offers a attractive compensation range of $70,000 to $95,066 per year, with benefits that include health insurance, retirement plans, and possibly other perks such as flexible work arrangements or professional development opportunities. In this role, you'll be responsible for evaluating and assessing the risk of insurance policies, working closely with clients to understand their needs, and using specialized software to process applications and manage policies. The workplace is typically an office environment, but may also involve some travel to meet with clients. Requirements include a bachelor's degree in finance, insurance, or a related field, along with several years of experience in the insurance industry. Strong analytical and communication skills are also essential for this role.

To excel in this role, you should have a strong background in finance and a proven track record in underwriting. Proficiency in financial modeling and excellent analytical skills are essential. Strong communication and interpersonal abilities are crucial, as you will work closely with cross-functional teams.

• Underwriting complex financial transactions, analyzing financial statements, assessing creditworthiness, preparing underwriting memoranda, collaborating with investment professionals and legal teamsStrong background in finance, proven track record in underwriting, proficiency in financial modeling, excellent analytical skills, strong communication and interpersonal abilities