Vice President, Financial Institutions Group (fig) Investment Banking - Life & Annuity

BMO Financial Group

New York, NY, US
Base: $260,000.00 usd; bonus/equity: performance-b...
5 years insurance m&a experience
U.s. life and annuity sector knowledge
Financial modeling and analysis skills
The role involves providing deep insurance industry expertise and innovative thinking to generate creative client-focused solutions

Job Summary

  • The role involves providing deep insurance industry expertise and innovative thinking to generate creative client-focused solutions.
  • Candidates will participate in deal teams to develop mandates, create pitch books, and conduct comprehensive due diligence on client portfolios.
  • BMO offers a competitive total compensation package including performance-based incentives, discretionary bonuses, health insurance, and retirement savings plans.

Matching Summary

The role involves providing deep insurance industry expertise and innovative thinking to generate creative client-focused solutions.

Salary

Base: $260,000.00 USD; Bonus/Equity: Performance-based incentives and discretionary bonuses included; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings plans

Skills & Requirements

Must-have

  • 5 years insurance M&A experience
  • U.S. life and annuity sector knowledge
  • Financial modeling and analysis skills
  • Client pitch book development
  • Due diligence execution

Nice-to-have

  • Actuarial consulting background
  • MBA degree preferred
  • Strong leadership and mentoring abilities
  • Deep understanding of regulatory changes
  • Excellent written communication skills

Key Requirements

  • Minimum 5 years insurance M&A experience
  • Bachelor's degree in Finance, Economics, or Business
  • SIE Exam, Series 79, and Series 63 within 150 days
  • Outstanding academic record required
  • Sound professional judgment and risk understanding

Work Rights

Not specified

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