Bms Capital Advisory - Analyst

BMS Group is seeking an experienced Investment Banking Associate to join the BMS Advisory team. Our associates work closely with the team's junior and senior professionals preparing, analyzing, and executing transactions within the insurance & reinsurance market. The Successful Candidate will be a key member of the team and gain exposure to a wide range of transactions, including capital raising, insurtech advisory services, M&A, and Insurance-Linked Securities ("ILS").

In addition to execution responsibilities, our associates will manage deal flow and act as a key point of contact for our clients. Associates have significant exposure to senior bankers and are not only involved in all stages of a transaction, but also have an integral role in delivery for our clients and prospects.

About BMS Capital Advisory:

The BMS Capital Advisory business focuses on private capital raising, M&A, ILS and non-core liability management and takes a holistic approach to strategic and Capital Advisory. The Capital Advisory business has offices across New York, Bermuda and London.

Primary Responsibilities:

• Develop investor presentations and origination materials
• Conduct in-depth research, company and industry diligence and other analysis in the support of deal execution and origination
• Support junior and senior team members in developing new business ideas, strategies, or structuring scenarios (inclusive of equity, debt, M&A and/or reinsurance) to help the firm's corporate and sponsor clients achieve their financial and strategic objectives
• Prepare company valuations using various methodologies and build detailed financial models to evaluate performance under various operating scenarios and capital structures
• Coordinate with client teams, BMS analytics, legal firms and other service providers to deliver advisory solutions, capital raising and ILS solutions such as reinsurance sidecars and catastrophe bonds
• Travel, participate and lead certain discussions with current and prospective clients
• Review and draft legal documents such as information memorandums, offering circulars and other related transaction documentation
• Assist in other business development efforts such maintaining market updates, developing conference materials and research publications
• Leverage Bloomberg, S&P Capital IQ and other modeling platforms to create analysis and market intelligence

Required Experience

• 3+ years of work experience in either investment banking, Capital Advisory, actuarial solutions or (re)insurance broking with focus on alternative solutions
• Series, 7, 79, and/or 63 licenses or willingness to complete shortly after joining

 Preferred Characteristics:

• Ability to work efficiently, manage multiple projects across multiple teams in a fast-paced environment and manage to deadlines
• Excellent attention to detail
• Strong technical skills: knowledge of (re)insurance sector, accounting, financial modeling and advanced knowledge of Excel, Word and PowerPoint
• Self-starter coupled with intellectual curiosity and resourcefulness
• Strong integrity

Salary

• The salary range for this position is $125,000 - $175,000, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience

About BMS Group:

BMS Group is a dynamic re/insurance broker focused on specialist insurance, reinsurance and capital markets advisory services.

What's in it for me? 

This role offers a competitive salary and exceptional benefits, including the following offerings: 

• comprehensive medical and dental plan options for you and your dependents 
• vision, short-and long-term disability and life insurance options 
• 401(k) with company match 
• employer funded health saving accounts  
• business travel accident insurance 
• identity theft and legal services 
• fitness and wellness reimbursement 
• generous leave policies, including parental leave 
• paid holidays, volunteer days and your birthday off! 
• opportunity to purchase equity   

The annual base salary range provided for this position is a nationwide marker range and represents a broad range of salaries for this role across the country. The actual salary advanced to the desired candidate will be based on a number of factors, including geographic location and the skills, education, training, credentials, and experience of the desired candidate.

Employment Practices

BMS is an Equal Opportunity Employer. Through our Diversity, Equity and Inclusion (DEI) vision, we are committed to 'building a culture of belonging for all, valuing diverse perspectives and embracing authenticity.'  As such, we have created our 'BMS Together' program, with dedicated training, collaborative committees and intentional partnerships.

BMS offers flexible and hybrid working policies and we're happy to discuss options with you upon application.  Please let our team know if you require any adjustments to support you through the application process.