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Insurance Advisory Partners LLC (“IAP”) is an independent, employee owned partnership that was formed as a capital raising and M&A advisory investment banking boutique focused exclusively on the global (Re)insurance, InsurTech, and Insurance Services industry. The firm was founded by Tony Ursano and David Kimmel, both of whom have extraordinary 35-year+ track records in the industry. We are continuing to build a high-performance team with some of the best talent in the industry and want to be known for our extensive industry experience, expertise, and insight as well as an unmatched level of hustle and client service.

IAP is looking for an Investment Banking Analyst to join the team. The selected candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions, including sell-side M&A, buy-side M&A, public and private capital markets transactions, fairness opinions and other strategic advisory roles. The selected candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients and will develop their skills as a result of broad and frequent exposure to both junior and senior bankers. Our clients include traditional (Re)insurance, InsurTech and Insurance Services companies, as well as financial sponsors.


  • Assist in the preparation of presentations and other materials for clients
  • Prepare company marketing documents (e.g., Investor Presentations, Confidential Information Memorandums, Private Placement Memorandums, etc.)
  • Develop valuations and creating/analyzing financial models
  • Perform research and analysis to support the creation of client materials
  • Become an insurance industry expert by keeping up to date with the markets and the sector developments, understanding regulatory frameworks in relevant jurisdictions to support developing advice, valuation and financing structures
  • Interact with clients and act as an integral part of the engagement team
  • Participate in all stages of transaction executions, from the pitch phase through closing


  • Bachelor’s degree required
  • Strong quantitative and qualitative analytical skills
  • Ability to develop financial modelling and valuation skills
  • Extraordinarily high level of focus on work quality and attention to detail
  • Extraordinarily high level of motivation and strong work ethic
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Shows problem solving and organizational skills
  • Ability to perform under pressure and tight deadlines
  • Interest in developing a career in insurance investment banking