Insurance Investment Banking MD - Hybrid (New York)

Title: Insurance Investment Banking – Managing Director
Salary: $300,000 – $400,000 + Bonus
Location: New York, NY (Hybrid)MD role Overview:We have been engaged by one of the leading Boutique Insurance Investment Banking platforms in the world. They have a unique expertise, position, portfolio of services and leadership when it comes to the Insurance M&A market.
This is not an everyday Investment Bank or Deal team. This is a very specialized group of Bankers and leaders. From Analysts to senior Partners and Managing Directors, they are truly the best of the best, true niche specialists and movers of the market. Their track record is as impressive as it gets, transactions ranging from as small as $100 million to as staggering as multi billion dollars. Yes, Billion.If you are a seasoned MD this is a role for you.Responsibilities:
• Lead origination and execution of M&A and capital markets transactions in the Specialty Insurance sector.
• Develop, manage, and expand a book of large cap, mid cap or even lower middle-market insurance clients (typically $100M to $1B+ transaction size).
• Source and qualify new business opportunities, leveraging deep industry relationships.
• Oversee the preparation of pitch materials, financial models, and transaction documents.
• Provide strategic insights on market trends, competitive positioning, and deal opportunities within the specialty insurance space.
• Work closely with the FIG team to integrate insurance expertise into broader firm initiatives.
• Manage, mentor, and develop junior bankers across deals and pitches.Requirements:
• BA/BS in Business Administration, Finance, Economics, or related field.
• 15-25+ years of relevant experience in Investment Banking, M&A Advisory, or Corporate Development, with at least 8 years in FIG and a strong focus on Insurance.
• True niche expertise, for example, Insurtech or Insurance Services sector specialist
• Proven track record of generating $10M-$20M+ annually in fees from Insurance deals, can be M&A and or Capital Market fees
• Deep relationships across specialty insurance carriers, MGAs, brokers, and related sub-sectors.
• Strong execution skills and the ability to lead multiple transactions simultaneously.
• Exceptional communication, presentation, and client relationship management skills.
• Series 7, 79, and 63 licenses preferred