BFL CANADA is one of the largest employee-owned risk management and insurance brokerage firms in North America, seeking an Analyst to join their M&A Team in Toronto. The role involves supporting clients with insurance solutions for mergers and acquisitions, assisting with the placement of transactional risk insurance products, and gaining exposure to live M&A transactions.
Responsibilities
- Assist senior brokers with the quoting and placement of Representations & Warranties Insurance and Tax Insurance policies for M&A transactions
- Help coordinate the underwriting process with insurers, clients, and external advisors
- Track transaction timelines and support deal execution from initial engagement through policy binding
- Build trust with insurers and other key stakeholders
- Build relationships with Regional & National Practice Leaders and subject matter experts across the firm whom you will rely on for technical expertise in various product lines and industry segments
- Review transaction materials including financial statements, deal memorandums, due diligence reports, and purchase agreements and associated disclosure schedules
- Prepare underwriting submission materials and insurer marketing packages
- Summarize coverage terms, exclusions, and underwriting questions for internal and client discussions
- Take initiative on internal projects to improve processes, products or services
- Monitor the transactional risk insurance market, including insurer appetite, pricing trends, capacity and innovation
- Assist in preparing client presentations, coverage summaries, and deal-related reports
- Support communication with stakeholders throughout the placement process
- Represent BFL CANADA at various M&A networking events and industry conferences
- Become a valued member of the M&A team by jointly participating in prospect meetings and support business development
- Ensure flawless execution of transactional risk insurance policies within client directed timelines
- Have a passion for learning, including developing product knowledge for emerging areas such as tax and contingent liability
- Participate in networking opportunities and speaking engagements that contribute to BFL brand awareness
Skills
- 1-5 years of relevant experience in one or more of the following areas: Insurance broking or underwriting, Investment banking or corporate finance, Accounting or transaction advisory
- Ability to manage multiple projects in a fast-paced, deadline-driven environment
- Passion for finance and M&A deals and can grow into this unique role
- Ability to work well independently, as part of a team and with others throughout BFL
- Customer focused and service oriented
- High attention to detail and precision
- Exceptional verbal and written communication skills
- Strong analytical skills and experience managing large data sets
- RIBO Licensed required (can be obtained after starting)
- Exposure to M&A transactions, insurance, or financial analysis is preferred but not required
Benefits
- Generous medical and dental coverage
- Telemedicine
- Employee and family assistance program
- Retirement and savings programs
- Wellness allowance
- Year-round social activities and events
Company Overview
- BFL Canada offers customized solutions in all areas of insurance, risk management and employee benefits. It was founded in 1987, and is headquartered in Montréal, Quebec, CAN, with a workforce of 1001-5000 employees. Its website is https://www.bflcanada.ca.