What are the responsibilities and job description for the Financial Analyst Development Program position at Amwins Group, Inc.?
At Amwins, we succeed together — and have a good time doing it.
We know people don't leave companies. They leave cultures — which is why we work so hard on ours. At Amwins, we thrive on collaboration, not cutthroat competition. Our teams work together to help each other succeed, and we do right by our clients so they can do right by theirs.
First and foremost, we invest in our employees. That investment shows in everything we do; education and development programs, comprehensive and competitive benefits, and an organizational structure that's 43% owned by employee shareholders.
Our commitment to diversity, equity and inclusion helps cultivate an open, welcoming workplace that reflects the communities we serve. You will have the opportunity volunteer within Amwins through a wide range of committees and in your community through the Amwins Foundation and Summer of Service.
Working at Amwins means you love what you do, how you do it and, ultimately, who you do it with. Whether it's today or 150 years from now, we continue to invest in our culture and your development so opportunities for growth and career advancement are never in short supply.
At Amwins, we win together — and have a good time doing it.
Learn more about us at amwins.com.
We see you in Amwins blue!
Internships at Amwins Summary
As part of the Amwins Group Financial Analyst Program, this position will join a growing team of more than 10 and report to the Senior Vice President of Business Development and focus on Data & Analytics and Mergers & Acquisitions.
This opportunity will provide broad and structured exposure across Amwins, including portfolio data & analytics, mergers & acquisitions, and strategic group projects. Analysts will engage as generalists in their first year and will become increasingly specialized throughout the program progression. In addition, this position will have high visibility to the executive team and offers a unique leadership development track.
Amwins has acquired over 50 firms since 2002, and M&A will continue to be an integral part of the go-forward strategy. This analyst will join the team that is responsible for executing these transactions and assisting the businesses post-acquisition with integration.
Core Competencies
- Extremely detail oriented and organized. Must be comfortable working on multiple projects that require a high level of organization, accuracy and attention to detail. Exemplary time management skills are critical for this role.
- Highly analytical with strong technical skills, a financial background and advanced proficiency of Microsoft Office. Able to synthesize data and outcomes.
- Team oriented with strong interpersonal skills. Must be comfortable working in dynamic and diverse teams, able to handle personalities and situations with a positive attitude.
- Ability to think independently and take initiating actions.
Key Areas of Responsibility
Data & Analytics
- Perform data driven analyses for Executive Team and 5 Divisions
- Research and synthesize client / market relationships
- Work with Operations, IT and Finance teams to improve operational data, reporting and overall analytical capabilities
- Collaborate across teams to collect and analyze data and feedback
- Effectively communicate and synthesize data and outcomes with visual aids
- Lead the creation of internal and external presentations for Amwins divisions
- Develop monthly market update materials including, but not limited to, rate movement, retention analysis, and modeling updates
- Utilize Microsoft Excel and SQL to analyze data from Amwins data sources
M&A duties will include participating and learning all phases of the acquisition process.
- Researching industry / product trends
- Sourcing / researching M&A targets
- Excel modeling
- Supporting the diligence process through research and analysis
- Preparing Board materials and ad hoc analysis
- Reporting deal findings to the Executive Team and Board of Directors
- Post-deal integration support
Qualifications
- Undergraduate degree, preferably with experience in finance, accounting, business or economics
- Ability to thrive in fast-paced environment and work on a team
- High level of motivation and work ethic
- Organized and strong attention to detail
- Strong written and verbal communication skills
- Knowledge of Excel, PowerPoint, Outlook required
- Willingness to learn basic SQL and PowerBI (or other data visualization software) preferred
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