Insurance Investment Banking Managing Director
At a glance
Director-level Investment & Corporate Development role at Mmc. New York · full-time · $228,700–$381,300 base.
financeroles summary, based on the employer's posting.
What you'll do
- Grow advisory and fundraising work by building engagement with mid-sized and large clients
- Source and work on deals involving carriers, MGAs, mutuals or insurtechs across primary and reinsurance markets
- Broaden investor relationships across institutional and private capital, including pensions, sovereign funds and asset managers
- Structure and deliver acquisitions, divestitures, joint ventures and new-company launches, supported by strategic and financial analysis
- Lead New York advisory teams, manage deal advisers and address potential conflicts with broking colleagues
What you bring
- At least fifteen years advising on insurance capital raises and M&A, including company formation and transaction delivery
- A bachelor’s degree or equivalent, plus strong M&A modeling, financial impact analysis and insurance accounting skills
- A record of completed M&A and fundraising work, with knowledge of securities transaction analysis and regulation
- Established relationships and a strong reputation across global insurance and reinsurance markets
Who this fits
This senior role suits an experienced insurance dealmaker who can advise C-suite clients, expand investor coverage and lead advisory teams. The role is based in New York, with at least three days each week in the local office or at client sites. International travel is required as needed.
From the employer
Company:
Guy CarpenterDescription:
We are seeking an experienced Insurance Investment Banking Managing Director to join our Capital & M&A team at Marsh Re in New York.
As a Managing Director, you will lead and expand our M&A advisory and capital raising activities, driving strategic engagement with a broad range of mid- and large-sized clients aligned with MArsh Re’s strategic goals. You will oversee origination and participation in diverse transactions across P&C carriers, MGAs, mutuals, insurtechs and start-up businesses in both primary and reinsurance markets, while leading advisory teams in New York to maintain a collaborative culture.
We will count on you to:
- Lead and expand M&A/strategic advisory and capital raising activities, increasing engagement with a broader client base including mid-and large-sized companies.
- Originate and participate in a wide range of transactions including P&C carriers, MGAs, mutuals, insurtechs and start-up businesses across primary and reinsurance markets.
- Develop and implement strategic plans to broaden Marsh Re’s investor coverage to include sovereign wealth funds, pensions, endowments, family offices, private equity, hedge funds, and asset managers.
- Lead and mentor advisory teams in New York, fostering a close, collegiate, and collaborative culture.
- Navigate potential conflicts with broking businesses through high-level communication and stakeholder management.
- Assess, structure, and execute M&A and capital raising transactions including buy-side and sell-side deals, joint ventures, and new company formations.
- Present strategic and financial analyses to senior insurance and reinsurance clients.
- Project manage third-party service providers including legal counsel, actuarial firms, rating agencies, and other consultants.
- Support colleagues on ILS/sidecar transactions and legacy solutions.
What you need to have:
- At least 15 years of insurance capital raising and M&A advisory experience, including new company formation, strategic advisory, and M&A execution.
- Bachelor’s degree or equivalent.
- Expertise in analytical and regulatory requirements of securities transactions with a proven track record of successful M&A and capital raising projects.
- Strong financial and analytical skills including M&A modeling, financial impact analysis, and insurance accounting.
- Extensive pre-existing network and excellent reputation across global (re)insurance and capital markets.
- Excellent interpersonal and communication skills with experience advising C-suite executives and collaborating across departments.
- Ability to travel internationally as required.
What makes you stand out:
- Experience leading teams and working closely with internal stakeholders in a highly commercial environment.
- Entrepreneurial, strategic, and commercial mindset with the ability to innovate and adapt to dynamic market changes.
- Experience in M&A and capital raising specifically within the insurance sector.
Why join our team:
- We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
- Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.