Investment Analyst, Corporate Development
About The Position
The Investment Analyst will join Swiss Re's global Corporate Development team, which leads strategic mergers and acquisitions at the Group and Business Unit levels and manages a portfolio of direct private equity minority-interest investments in insurance and insurance-related businesses. The role provides broad exposure to Swiss Re's strategy and the insurance industry, with significant responsibility and visibility while developing expertise in corporate transactions and investment portfolio management. The analyst will evaluate and execute transactions, collaborate with Business Unit leaders and internal and external partners, and support value creation at portfolio companies. The role also involves preparing materials for executive decision-making and staying informed about developments in the insurance and reinsurance sectors. Regional travel is expected to oversee existing investments, diligence new opportunities, and build a professional network. The position is based on a hybrid work model, with a minimum of three days in the office each week; full-time on-site work is an option. It is not eligible for full-time teleworking, and visa sponsorship is not available.
Requirements
- 3–5 years of relevant full-time work experience in a transaction-focused, analytical environment, such as Corporate Development, Investment Banking, or Private Equity.
- Demonstrated analytical ability, financial acumen, and financial modeling skills.
- Excellent written and verbal communication skills, including the ability to interact and collaborate effectively in a corporate environment.
- Undergraduate degree required.
- Proficiency in Excel and PowerPoint.
- Fluency in English.
Nice To Haves
- Experience in insurance or reinsurance, financial services M&A, or direct investing.
- Undergraduate degree preferably in Finance, Economics, Insurance, Actuarial Science, or a related field.
- Working proficiency in Spanish or Portuguese.
Responsibilities
- Evaluate opportunities for strategic or investment fit, benefits and risks, financial performance, valuation, and returns.
- Execute transactions, including due diligence, structuring, negotiation, and documentation.
- Work with Business Unit leaders and key internal and external partners to evaluate and execute transactions.
- Support value-creation efforts for portfolio companies, including engagement with company managers.
- Prepare materials to support efficient executive decision-making, including for the Corporate Development Investment Committee and Group Executive.
- Stay informed about trends and developments in the insurance and reinsurance sectors through engagement with internal and external parties.
- Travel regionally to oversee existing investments, diligence new opportunities, and build a professional network.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
