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Role Summary

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HIGHLIGHTS

Associate- or VP-level Equity Research role covering the Life Insurance sector in New York. You will build and maintain earnings and valuation models, perform reserve analysis and actuarial valuation work, and write research notes for institutional clients. The role requires advanced Excel modelling and frequent interaction with investors, IR and internal sales/trading teams.

JOB DESCRIPTION SUMMARY

  • Build and maintain earnings, valuation and industry financial models in Excel
  • Perform reserve analysis and actuarial valuation reports based on filings
  • Write equity research notes for coverage initiations and earnings commentary
  • Engage with institutional investors and company management
  • Support sales and trading with timely sector analysis

DOMAIN EXPERTISE

  • No domain expertise specified

KEY REQUIREMENTS

  • Advanced Excel proficiency for building and maintaining financial models
  • Experience writing professional equity research notes or industry reports
  • Ability to work well under pressure and meet time-sensitive requests

TECH STACK

  • Excel
  • PowerPoint
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Role Summary

Loading...

HIGHLIGHTS

Associate- or VP-level Equity Research role covering the Life Insurance sector in New York. You will build and maintain earnings and valuation models, perform reserve analysis and actuarial valuation work, and write research notes for institutional clients. The role requires advanced Excel modelling and frequent interaction with investors, IR and internal sales/trading teams.

JOB DESCRIPTION SUMMARY

  • Build and maintain earnings, valuation and industry financial models in Excel
  • Perform reserve analysis and actuarial valuation reports based on filings
  • Write equity research notes for coverage initiations and earnings commentary
  • Engage with institutional investors and company management
  • Support sales and trading with timely sector analysis

DOMAIN EXPERTISE

  • No domain expertise specified

KEY REQUIREMENTS

  • Advanced Excel proficiency for building and maintaining financial models
  • Experience writing professional equity research notes or industry reports
  • Ability to work well under pressure and meet time-sensitive requests

TECH STACK

  • Excel
  • PowerPoint

Job Overview

Salary
$150k - $250k
Years of Experience
2+ Years
Work Type
Permanent
Full Time

Ideal Candidate Profile

Ideal for an Associate or VP-level candidate with Life insurance knowledge who excels in Excel-based financial modelling and reserve/valuation analysis and can write clear equity research notes.

Benefits

Annual BonusCommission EligibleHealth InsuranceDental InsuranceVision InsuranceInternal Mobility Program
Shortlist Forming
Closing Soon
44d
44 days ago

Strategy: Speed over Perfection

By Day 21, visibility drops significantly. Recruiters are focusing on existing candidates.

"Don't wait for a cover letter. The requisition could close tomorrow. Apply now."

Job Overview

Salary
$150k - $250k
Years of Experience
2+ Years
Work Type
Permanent
Full Time

Ideal Candidate Profile

Ideal for an Associate or VP-level candidate with Life insurance knowledge who excels in Excel-based financial modelling and reserve/valuation analysis and can write clear equity research notes.

Benefits

Annual BonusCommission EligibleHealth InsuranceDental InsuranceVision InsuranceInternal Mobility Program
Shortlist Forming
Closing Soon
44d
44 days ago

Strategy: Speed over Perfection

By Day 21, visibility drops significantly. Recruiters are focusing on existing candidates.

"Don't wait for a cover letter. The requisition could close tomorrow. Apply now."

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