Associate, FIG Insurance
Oliver James
New York, United States0–2 yrs34m agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 2 years
- Must know
- ValuationMarketing
- Work
- On-site in New York
- Pay
- Not stated by the employer.
- Skill demand
- Marketing20%Valuation9%of 100 similar entry-level jobs posted in the US this week
- Listed
- Nov 7, 2026 · still open
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About the Role
Oliver James is working with a bulge bracket investment bank seeking an Associate for its FIG Insurance team in New York. This role focuses on the insurance services side, covering insurance brokers, MGAs, and the broader distribution and services ecosystem. The position is execution-heavy, requiring the candidate to manage processes from inception to completion.
Key Responsibilities
- Work directly with senior bankers on buy-side and sell-side M&A for strategic and private equity-backed clients.
- Engage in capital raising and broader strategic advisory work.
- Manage processes including modelling and valuation, marketing materials, buyer outreach, diligence, and deal closure.
Requirements & Tech Stack
- Current Associate (or strong senior Analyst close to promotion) in FIG or insurance investment banking.
- Experience at a bulge bracket bank or an insurance-focused boutique.
- Hands-on experience running both buy-side and sell-side M&A processes.
- Strong modelling and valuation skills.
- Comfort working directly with senior bankers and clients.
Preferred Experience
- Deal experience in insurance distribution, brokerage, MGAs, or insurance services is a significant advantage.
- Carrier-focused bankers with strong M&A execution will also be considered.