Background: - The role will require an entrepreneurial approach and willingness to use initiative but also a strong grounding in M&A;, with solid understanding of representations, indemnities and the associated limitations in transaction documents.
- Insurance knowledge is not required and will be provided, but experience of using RWI on transactions will be helpful.
- Candidates must have have experience across Private Equity, Real Estate Investment or M&A; internships.
The successful candidate will:
- Learn about the M&A; insurance market and the risks assumed by the insurance market;
- Understand and learn the unique approach to broking which has underpinned growth across North America;
- Engage with clients and in time run transaction processes from an insurance perspective;
- Join business development meetings and pitches with investors and legal advisors, and in time run these meetings and develop own client base;
- Help train and develop future more junior hires.

📌 M&A Analyst (Xico)
🏢 Insurance Brokerage Firm
📍 Xico