Senior Associate Corporate Development

Transamerica • Philadelphia, PA

1d • $120,000 - $170,000 • Hybrid

About The Position

The Senior Associate, Corporate Development leads financial evaluation and execution support for acquisitions, divestitures, reinsurance transactions, strategic investments, joint ventures, and partnership opportunities. The role develops complex financial and capital analyses; leads cross-functional due diligence workstreams; evaluates transaction risks; presents recommendations to senior leadership and governance forums; and helps manage opportunities through successful execution.

The position supports strategic growth, value creation, and effective capital allocation. It is a hybrid position based in either the Philadelphia or New York location. Relocation assistance is not provided.

Requirements

• Bachelor’s degree in finance, accounting, economics, business, or a related field.
• Five years of experience in financial services, corporate development, investment banking, transaction advisory, management consulting, private equity, strategic finance, or related roles.
• Knowledge of financial modeling, valuation methodologies, transaction structuring, and capital allocation analysis.
• Knowledge of discounted cash flow analysis, comparable company analysis, precedent transaction analysis, and transaction return analysis.
• Ability to analyze financial statements and evaluate accounting, capital, earnings, and value creation considerations.
• Experience managing multiple projects and transaction workstreams simultaneously.
• Strong negotiation experience, including driving negotiations through successful execution.
• Strong analytical, problem-solving, and decision-making skills.
• Results-driven, with a commercial, deal-maker mentality.
• Strong written and verbal communication skills.
• Ability to work effectively with senior leaders and cross-functional stakeholders.
• Proficiency in Microsoft Excel, PowerPoint, and Word.
• Legal authorization to work in the U.S. without immigration sponsorship or an employer of record for immigration employment purposes.

Nice To Haves

• Experience within life insurance, annuities, retirement, wealth management, asset management, reinsurance, or other financial services organizations.
• Knowledge of statutory accounting, Generally Accepted Accounting Principles (GAAP), insurance capital frameworks, reserve concepts, and earnings drivers.
• Experience supporting mergers and acquisitions, reinsurance transactions, strategic partnerships, or capital market transactions.
• Master of Business Administration (MBA).
• Knowledge of insurance distribution, product strategy, market structure, and industry trends.
• Chartered Financial Analyst (CFA).
• Certified Public Accountant (CPA).

Responsibilities

• Lead financial evaluation and execution support for acquisitions, divestitures, reinsurance transactions, strategic investments, joint ventures, and partnership opportunities.
• Develop and maintain complex financial models, valuation analyses, scenario assessments, transaction return analyses, and capital impact evaluations.
• Perform strategic market assessments, competitive analyses, and industry research to identify emerging opportunities, risks, and market trends.
• Lead due diligence workstreams and coordinate activities across actuarial, finance, legal, compliance, tax, treasury, investments, risk, technology, operations, and human resources.
• Evaluate financial, operational, regulatory, and strategic risks associated with potential transactions and business opportunities.
• Prepare and present analyses, recommendations, and transaction materials to senior leadership, investment committees, and other governance forums.
• Support development of business cases and strategic recommendations related to organic growth initiatives, partnerships, and capital deployment alternatives.
• Manage transaction timelines, key milestones, deliverables, and issue resolution activities to support successful execution.
• Partner with internal stakeholders and external advisors, including investment bankers, consultants, accountants, and legal counsel, throughout transaction and strategic evaluation processes.
• Provide guidance, knowledge sharing, and informal mentorship to less experienced team members supporting corporate development initiatives.

Benefits

• Competitive pay.
• Annual bonus eligibility for eligible employees, based on the Company Bonus Plan and individual performance, at the Company's discretion.
• Pension plan.
• 401(k) match.
• Employee stock purchase plan.
• Tuition reimbursement.
• Disability insurance.
• Medical insurance.
• Dental insurance.
• Vision insurance.
• Employee discounts.
• Career training and development opportunities.
• Paid time off starting at 160 hours annually for employees in their first year of service.
• Ten paid holidays per year.
• Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars.
• Paid parental leave of fifteen days per calendar year for eligible employees with at least one year of service.
• Adoption assistance.
• Employee Assistance Program.
• Back-Up Care Program.
• PTO for volunteer hours.
• Employee matching gifts program.
• Employee Resource Groups.
• Inclusion and diversity programs.
• Employee recognition program.
• Referral bonus programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior