What are the responsibilities and job description for the Financial Analyst position at Stelvio Group?
Capital Markets Analyst - Life Insurance Settlements
Onsite - Fortwashington PA
Compensation, incentives & benefits
- Training and mentoring programs.
- Student loan repayment/reimbursement program.
- Health, Dental, Rx and Vision coverage.
- 401K match.
- Generous paid time off.
- Company sponsored events throughout the year.
- Opportunities to earn bonuses and other perks.
Stelvio Group are pleased to be recruiting a Capital Markets Analyst for a continually-growing and leading insurance company based in Fort Washington, PA. This is an onsite position, in which the successful candidate would need to be able to commute onsite to the office location 5 days a week (Fort Washington, PA).
About the role
As a Capital Markets Analyst, you will be responsible for helping to establish, maintain and grow relationships with companies looking to deploy capital in the life settlement asset class through debt, equity, insurance/reinsurance, or other financial arrangements. Additionally, you will need to help with projects and M&A for a range of growth initiatives such as building an Insurtech business. These efforts are currently led by two managing directors in the Finance team, one based in Fort Washington and one in London, to whom the candidate will report.
Job responsibilities
- Preparing marketing materials, deal summaries and term sheets in PowerPoint and Word.
- Preparing financial models, analysis, and charts in Excel.
- Analyzing potential investment opportunities.
- Researching companies and markets online.
- Contacting company representatives by phone and email.
- Attending conferences in the U.S. and internationally.
- Writing call reports and maintaining company database in Trello.
- Project management including coordinating internal/external resources.
- Diligencing and modeling for M&A activity.
- Reporting to and interacting with senior management.
Requirements
- 2 year’s professional finance experience.
- Proficiency in PowerPoint, Word, and Excel.
- Familiarity with financial modeling concepts, such as discounted cash flow analysis.
- Knowledge of capital markets infrastructure and products.
- Ability to speak confidently to and establish relationships with new company representatives.
- Attention to detail in marketing follow-up and management reporting.
Our client is an equal opportunity employer. They do not discriminate based upon race, religion, colour, national origin, sex, sexual orientation, gender, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Job Type: Full-time
Pay: $75,000.00 - $95,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Application Question(s):
- Bachelor's Degree in Finance or Math related subject?
Education:
- Bachelor's (Required)
Experience:
- Financial services (professional): 2 years (Required)
Ability to Commute:
- Fort Washington, PA 19034 (Required)
Work Location: In person
Salary : $75,000 - $95,000
