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Insurance, Financial Services

Transactional Liability/M&A Insurance Analyst

New York, NYOnsiteFull Time$70,000–$85,000 /yrPosted 9 days ago

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Required skills

  • M&A
  • insurance
  • underwriting
  • negotiating
  • financial statements
  • purchase agreements
  • policy documents
  • brokers
  • lawyers
  • clients

Nice to have

  • financial institutions
  • advisors

Role summary

Mosaic's Transactional Liability/M&A division seeks analysts in New York to manage M&A, tax, and contingent liability insurance placements. Responsibilities include assisting with underwriting, negotiating agreements, analyzing M&A documents, preparing quotes and policies, and coordinating with brokers, lawyers, and clients. Requires an undergraduate degree, proficiency in Microsoft Excel and enterprise software, and strong analytical and detail-oriented skills. Experience in M&A, insurance, or financial institutions is preferred. The role offers an entrepreneurial culture and competitive compensation.

Job Spec

Mosaic’s Transactional Liability/M&A division is looking for analysts to join our team in New York to work on M&A, tax, and contingent liability insurance placements. 

Responsibilities

  • Managing workflow on deal opportunities that contemplate use of representations & warranties, tax or contingent liability insurance, including assisting in managing the underwriting process and negotiating confidentiality agreements, non-reliance letters, and other ancillary documentation
  • Analyzing mergers and acquisitions-related documents, including reviewing financial statements, business background information and purchase agreements, and researching issues related to M&A transactions
  • Preparing quotes and policy documents for insurance of M&A, tax and contingent liability transactions
  • Collaboration with marketing team to develop materials and presentations
  • Coordinating and communicating with insurance brokers, lawyers, and clients

Skills, Experience and Education

  • Undergraduate degree required
  • Experience with M&A, insurance sector, or other financial institutions or advisors preferred
  • Self-starter
  • Intellectual curiosity
  • Comfortable in fast-paced environment
  • Detail-oriented
  • Proficiency with Microsoft Excel and other enterprise software tools required

Mosaic offers you

  • True entrepreneurial culture
  • Very competitive total rewards compensation package, reflecting growth of the business
  • Opportunity to grow with this class of business

Mosaic celebrates diversity, equity and inclusion. We embrace these pillars of excellence as crucial to our business success. We are an Equal Opportunity Employer.

The base salary offered for the successful candidate will be based on compensable factors such as job-relevant education, job-relevant experience, training, licensure, demonstrated competencies, geographic location, and other factors. The salary for a this position is $70,000 - $85,000.

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