Job Description

Founded in 2011, World Insurance Associates (“World”) is the second fastest growing insurance broker in the U.S. and has deep specialization in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Mergers & Acquisitions (“M&A”) are core to World’s strategy and the Company has completed over 180 deals since its founding, with nearly 100 of those completed in the last two years. World works closely with private equity firm Charlesbank Partners, an investor in World since 2020.

The ideal candidate is driven to build a career in M&A and dealmaking. The Analyst should thrive in a fast-paced environment and be a motivated self-starter. As an integral part of the Corporate Development team, the Analyst will learn from seasoned professionals while putting their stamp on each deal. No day will be the same as the previous, however the Analyst can expect to play a part organizing the group’s deal origination effort, evaluating and modeling prospective deals, and seeing transactions through the ultimate closures. The position will report to the SVP of Corporate Development and will interact heavily with the entire Corporate Development team. Experience with the insurance industry is a plus, but not necessary.

Primary Responsibilities

• Organize the prospective deal pipeline and support the pre-offer evaluation effort
• Develop financial models to evaluate specific opportunities and support confirmatory due diligence process
• Communicate with sellers to ensure due diligence requests are satisfied
• Develop offer letters for prospective deals, adjusting terms based on the specific deal needs
• Provide support to our deal-leads (Corporate Development VPs) as they take deals from offer stage to closure
• Work with other World functional departments, including the integration team to drive cross-dependencies
• Occasionally provide support to the executive team including developing presentations to World’s Board of Directors, materials for our investors and lenders, and presentations to support the Company’s M&A initiative

Qualifications

• Bachelor’s degree with a business focus is preferred
• Strong interest in M&A, finance, and business strategy
• Good fundamental understanding of financial statements
• Strong proficiency in Microsoft Office suite including Excel, PowerPoint, Word, and Outlook
• Ability to manage multiple projects simultaneously
• Ability to work in a constantly changing environment
• Some insurance experience is a plus but not necessary. Curiosity to learn the insurance space preferred
• Must have legal authorization to work permanently in the United States for any employer without requiring a visa transfer or visa sponsorship

Compensation
This position is located in New York State. The base salary for this position at the time of this posting may range from $80,000 to $90,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit https://www.worldinsurance.com/careers for more details.

Equal Employment Opportunity

At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

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