World Insurance Associates, LLC.
Mergers & Acquisitions Analyst
M&A - Iselin, NJ - Full Time
Summary
World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.
Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.
Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region.
Position Overview
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.
Primary Responsibilities
- Develop financial models to evaluate specific opportunities
- Organize the prospective deal pipeline and support the pre-offer evaluation effort
- Manage diligence lists and support confirmatory due diligence fulfillment process
- Communicate with sellers to ensure due diligence requests are satisfied
- Provide support to our deal-leads (Corporate Development VPs) as they take deals from offer stage to closure
- Work with Pensionmark/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
- 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
- Financial Services experience is a plus but not necessary.
- Must have legal authorization to work permanently in the United States for any employer without requiring a visa transfer or visa sponsorship
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.
