Senior Analyst, Financial Services

JOB OVERVIEW

Vanbridge, an EPIC Insurance Brokers company is a fully diversified insurance and capital solutions firm that provides services and solutions at the intersection of the insurance, private equity and hedge fund industries. What makes us different is the strength and flexibility of our business model and our ability to provide a full range of insurance and alternative capital solutions without the limitations of a siloed approach.

Our core values are:
Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career, then consider joining our amazing team!

This role exists to support the Managing Principal of Financial Services – Capital Advisory Solutions with an initial focus on the growth of the Alternative Collateral Facility that will be expanded to include financial analysis and ongoing transactions. To be successful, the candidate must be motivated and work well in a dynamic and fast‑paced business environment, be analytical, organized, able to work independently as well as within a team, and communicate effectively.

The ideal candidate will also take initiatives to develop solutions to solve problems and achieve goals.

Location:

Hybrid, New York, NY office

• Maintain and create Excel spreadsheets for identifying and tracking a universe of potential portfolio companies along with relevant information (company , name, credit ratings, industry, collateral amounts, etc.)
• Portfolio construction to meet given objectives (aggregate returns and portfolio credit ratings) given multiple constraints (single name limits, aggregate industry, portfolio credit constraints, etc.)
• Build and update multi‑year cash flow models based on selected portfolio, expected net credit losses, and risk transfer costs, including resultant IRR returns to equity
• Read and understand financial statements to extract and input data into credit models (S&P CapIQ) – upload statements and data to S&P CapIQ
• Calculate and analyze credit spreads from available financial market information sources (Bloomberg and S&P)
• Understand credit loss and recovery data
• Distill financial information into clear and concise presentations (PPT, structure diagrams, etc.), providing insight not information
• Effectively communicate with financial market participants, e.g. Goldman Sachs, Assured Guaranty, Green sledge, etc.
• Facilitate negotiation of contractual agreements between CFOs and external counsel
• Proactively interact with operating division contacts, brokers, and producers to investigate and resolve discrepancies

• College degree from an accredited college or university
• A minimum of 5 years of experience working within the accounting, insurance, or financial services industry
• Technical skills – Excel (including financial formulae such as IRR, duration, pivot tables, look‑ups, macros, and plug‑ins such as Bloomberg and S&P), plus PPT and Word
• Detail‑oriented, accuracy with numbers
• Critical thinking and problem solving in sometimes uncertain environments
• Excellent time management and organizational skills
• Proactive, self‑starter who asks clarifying questions to ensure understanding of assigned job tasks and responsibilities to produce a quality result each time

The national average salary for this role is $ - $ in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time Off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non‑exempt employees; 12 company‑observed paid holidays; 4 early‑close days
• Generous leave time options: paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition…