Calling Officer, Insurance Investment Banking. Location: Flexible
Job Description
Our client is a full-service, private investment bank with retail brokerage, equity research, equity and fixed income sales and trading, investment banking, public finance, equity option strategy and asset management divisions. The firm offers a wide range of investment services in a variety of industries, but is particularly strong within the Financial Services verticals, including Insurance. The retail & institutional client base, as well as the Research coverage, is very oriented to the small and mid-cap Insurance space. The firm is fiercely independent and committed to smart, long term growth.
We are searching for an investment banker to partner with the current group head. This individual could be a proven MD or an up and coming VP/Director. We are searching for an “A” player with a strong team and relationship orientation that that values working with a talented group of professionals in a result oriented setting.
Responsibilities
Our client is a full-service, private investment bank with retail brokerage, equity research, equity and fixed income sales and trading, investment banking, public finance, equity option strategy and asset management divisions. The firm offers a wide range of investment services in a variety of industries, but is particularly strong within the Financial Services verticals, including Insurance. The retail & institutional client base, as well as the Research coverage, is very oriented to the small and mid-cap Insurance space. The firm is fiercely independent and committed to smart, long term growth.
We are searching for an investment banker to partner with the current group head. This individual could be a proven MD or an up and coming VP/Director. We are searching for an “A” player with a strong team and relationship orientation that that values working with a talented group of professionals in a result oriented setting.
Responsibilities
- Origination of M&A, Capital Raise and Selling Concession transaction, working primarily with small and mid-cap clients.
- Work with the other MD in the group to develop an ongoing strategy for the practice
- Leverage all other elements of the platform to optimize service provided to clients
- Assist and provide oversight to junior investment banking staff in all responsibilities related to the execution of transactions generated by the MD.
- Proven experience as a senior member of a well-respected Insurance Investment Banking team
- A track record of revenue generation and a superior reputation among the targeted client base
- M&A and/or Capital Markets transaction experience, particularly in the P&C Insurance space
- The Firm is known for being client and relationship centric. Therefore, the MD must embody these characteristics and be willing to think creatively and objectively to address clients’ needs.
