Vice President - Insurance Services

Ardea Partners • New York, NY

5d • Hybrid

About The Position

Ardea Services LLC is seeking a Vice President - Insurance Services to develop and manage global client relationships within the financial institutions sector, focusing on insurance services and distribution, and related businesses. The role involves serving as a key client contact, partnering with senior bankers, and leading the execution of transactions. Responsibilities include reviewing financial analysis, coordinating due diligence, drafting materials, and managing deal teams. The position also requires mentoring junior staff, acting as a subject-matter expert in insurance services accounting and corporate finance, and ensuring compliance and quality control for all deliverables. The role emphasizes championing a culture of excellence, integrity, and collaboration.

Requirements

• Bachelor’s degree in Finance, Economics, Business Administration or related field of study, and 4 years of experience as Associate or Analyst involving financial modeling, valuation analysis, transaction execution, due diligence, and preparation of client-facing materials for financial institutions in the investment banking or a related industry.
• Will accept Master’s degree and 3 years of experience in lieu of Bachelor’s degree and 4 years of experience.
• 4 years of experience (3 years if Master’s degree) with each of the following: leading financial modeling, valuation, transaction structuring and process-related workstreams across multiple transactions; one or more financial data platforms (e.g., Bloomberg, Capital IQ and SNL, FactSet, PitchBook, or comparable); performing financial analysis and modeling, including building integrated three-statement financial models, discounted cash flow (DCF) analysis, leveraged buyout (LBO) analysis, accretion/dilution analysis, and comparable company and precedent transaction analyses; mergers and acquisitions (M&A), including buy-side and sell-side advisory, divestitures, joint ventures, recapitalizations, management buyouts (MBOs), and leveraged buyouts (LBOs), as well as familiarity with fairness opinions and valuation advisory services; U.S. GAAP, SEC regulations, and investment banking compliance standards; and using Microsoft Excel, PowerPoint, and Word.
• 3 years of experience with each of the following: reviewing teasers, confidential information memoranda (CIMs), management presentations, and due diligence materials; managing multiple multi-party transaction processes in a fast-paced, deadline-driven environment; mentoring and developing junior bankers; reviewing and providing feedback on financial analyses, models, and presentation materials prepared by junior team members; supporting client relationship management and business development efforts in coordination with senior bankers, including pitch preparation and client communications; and communicating analytical findings and transaction considerations to senior clients and internal stakeholders.
• 2 years of experience in the insurance services and distribution industry, including experience with insurance services and distribution business models, regulatory frameworks, key performance metrics and execution of live transactions.

Responsibilities

• Develop and manage client relationships globally across the financial institutions sector, primarily within insurance services and distribution, and closely related insurance brokerage, employee benefits, and insurance technology services businesses.
• Serve as trusted day-to-day point of contact for clients and partner with senior bankers to advance client dialogues and deliver strategic advice.
• Lead end-to-end execution of multiple insurance services and distribution transactions, including reviewing valuation and financial analysis, coordinating due diligence, drafting and reviewing marketing and board materials, and managing internal deal teams and external parties.
• Manage and develop Associates and Analysts, providing ongoing training, mentoring, and performance feedback.
• Act as a technical subject-matter expert on insurance services and distribution accounting and regulatory topics, as well as on core corporate finance and capital markets concepts.
• Own delegation, quality control, and risk management for transaction execution and client deliverables by dividing responsibilities and setting timelines, enforcing review gates and ensuring compliant handling of MNPI, conflicts/KYC, and recordkeeping.
• Champion a culture of excellence, integrity, and collaboration by modeling leadership standards and reinforcing best practices across execution teams.

What This Job Offers

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