Job Description

As a Corporate Development Analyst, you will conduct primary research, modeling and investment diligence working with investment strategists and actuaries in the technical diligence of variable annuity M&A and reinsurance opportunities. The analyst will review actuarial appraisals and insurance data, develop financial valuation models and synthesize findings for senior audiences, including Venerable's executive management team and investors. The role will also support non-growth corporate development initiatives.


This role is office based in New York City with travel requirements as needed.

Primary responsibilities:

• Research variable annuity reinsurance/acquisition opportunities and maintain a database of information about potential targets
  
• Prepare presentation materials for external deal-related meetings with potential counterparties.
  
• Perform due diligence on actuarial, financial, investment, hedging and risk data received as part of live transactions
  
• Develop financial models to assess the valuation and risk characteristics of potential transactions
  
• Coordinate bottoms-up expense analysis for budgeting and valuation model assumptions
  
• Interpret, synthesize and present key conclusions from transaction due diligence and modeling analysis for the senior leadership team and investors
  
• Measure the performance of acquired businesses and track results relative to underwriting expectations
  
• Prepare business updates for quarterly board meetings, investor meetings and rating agency meetings
  
• Coordinate with operating company personnel in the production of various project deliverables
  
• Support non-growth corporate development initiatives (e.g., existing business optimization)
  
• Provide ad hoc support on projects related to risk management, finance, investments and other business functions
  
  

Key Qualifications:

• Highly motivated individual able to learn quickly and adapt to a fast-paced and dynamic working environment
  
• Undergraduate degree preferably with a STEM concentration as well as a strong GPA and relevant coursework
  
• 1 to 4 years of work experience at a life insurance company, consulting firm, investment bank, rating agency or other financial firm
  
• Strong proficiency in developing Microsoft Excel models
  
• Strong proficiency in preparing clear, well-formatted documents and presentations (Microsoft Word and PowerPoint)
  
• Basic understanding of life insurance products and capital market dynamics
  
• Private equity, mergers & acquisitions or deal-related work experience is a plus, but not requisite.
  

The anticipated base salary range for this role is 90K-150K, non-inclusive of additional incentive pay. Compensation is commensurate with the candidate's experience and qualifications.


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Venerable Values:


Every position at Venerable has responsibility for living out the company's values as described here:

We are Courageous - We think critically, ask "why?" and seek out creative solutions.

We are Curious - We take calculated risks, learn from out failures, and challenge traditional ways of thinking.

We are Connected - We are connected to each other, our customers and our community.

Job Tags

Work experience placement, Work at office, Live out,

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