Base: $90,000-$100,000; bonus/equity: not specifie...
Hybrid
Review legal agreements and documents
Analyze financial statements and cims
Proficiency in microsoft office suite
The role supports the underwriting of policies for mergers and acquisitions (M&A) deals for private equity and strategic buyers
Job Summary
The role supports the underwriting of policies for mergers and acquisitions (M&A) deals for private equity and strategic buyers.
Candidates will review legal agreements, financial statements, and confidential information memoranda while drafting quotes and managing policy issuance.
The company offers a competitive salary, unlimited PTO, 401k with company match, and a culture that values people-first principles.
Matching Summary
The role supports the underwriting of policies for mergers and acquisitions (M&A) deals for private equity and strategic buyers.
Salary
Base: $90,000-$100,000; Bonus/Equity: Not specified; Benefits: Medical, dental, vision, unlimited PTO, 401k with match
Skills & Requirements
Must-have
Review legal agreements and documents
Analyze financial statements and CIMs
Proficiency in Microsoft Office Suite
Draft quotes for M&A policies
Monitor outstanding subjectivities
Nice-to-have
Interest in mergers and acquisitions
Self-motivated and curious attitude
Entrepreneurial mindset
Strong written communication skills
Ability to work independently
Key Requirements
Bachelor's degree in risk management, Finance, or Business