обновлено 7 дней назад
Global Investment Research, Equity Research, Life Insurance Associate
150 000 - 225 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Global Investment Research, Equity Research, Life Insurance Associate (Financial Modeling/Insurance Research): Building integrated financial models and producing fundamental research on life insurance companies, with an accent on sector expertise, insurance accounting, valuation, and regulatory data analysis. Focus on interpreting statutory and GAAP/LDTI filings, analyzing complex market data, and developing research reports for institutional clients and internal stakeholders.
Location: New York, NY, United States; office-based position
Salary: $150,000–$225,000 per year, plus potential discretionary bonus
Company
is a global investment banking, securities, and investment management firm founded in 1869, with offices around the world.
What you will do
- Develop deep expertise in the life insurance sector, including annuities, universal life, term products, regulatory frameworks, and actuarial concepts.
- Build, update, and maintain integrated income statement, balance sheet, cash flow, and valuation models for covered companies.
- Analyze statutory filings, GAAP/LDTI disclosures, macroeconomic indicators, and industry trends.
- Write fundamental research reports, including earnings previews and reviews, company deep dives, and thematic industry analysis.
- Respond to inquiries from institutional clients, equity sales, trading desks, and investor relations teams.
- Collaborate with global Global Investment Research teams on data analytics and cross-sector research.
Requirements
- Exceptional quantitative and analytical skills with a strong foundation in accounting and corporate finance.
- Outstanding verbal and written communication skills, including the ability to explain complex financial concepts clearly.
- Advanced Microsoft Excel skills; experience with FactSet, Bloomberg, or Reuters is preferred.
- Meticulous attention to detail and the ability to deliver institutional-grade work under tight deadlines.
- Minimum 4+ years of relevant experience in equity research, investment banking, actuarial consulting, rating agencies, or insurance-industry corporate finance.
- Working knowledge of life insurance products, reserve analysis, and GAAP, statutory, and LDTI accounting standards.
Culture & Benefits
- Collaborative, intellectually curious, and analytical research environment.
- Training and professional development opportunities.
- Firmwide employee networks and diversity and inclusion initiatives.
- Benefits, wellness, personal finance, and mindfulness programs for eligible US employees.
- Reasonable accommodations are available during the recruiting process for candidates with disabilities or special needs.
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