Corporate Finance Associate

The role sits in The Fidelis Partnership’s (“TFP”) growing Corporate Finance team and involves working on dynamic strategic projects including equity transactions, refinancing's, new Pine Walk cells, M&A opportunities and raising third-party insurance capacity to support the continued growth of the business.

Key accountabilities
Supporting with the creation of high-quality materials for senior management, the Board and investors by working closely with key stakeholders across TFP
Supporting with the building of business plans and performing scenario analysis to determine the impact on key financial and non-financial metrics
Continuous monitoring of industry developments and valuations, and conducting peer analysis
Managing investor engagement through the coordination of meetings, industry conferences, and ongoing communications with investors
Managing day-to-day workstreams on projects to achieve target deadlines
Skills & experience
2 to 3 years of prior experience in Investment Banking, Corporate Finance, Consulting or Transaction Services with demonstrable knowledge of finance and accounting (insurance industry experience is not essential)
Self-starter with a proactive mindset, strong work ethic and exceptional attention to detail
Highly motivated to learn in a collaborative environment, with an aptitude for quickly assimilating new skills and knowledge
Advanced proficiency in using Excel to create financial models and bespoke analyses with large datasets
Advanced proficiency in using PowerPoint to draft articulate presentations
Strong presentation and communication skills (both written and verbal)
Experience using FactSet or S&P Capital IQ (preferred but not essential)
Other
The Fidelis Partnership Ethos

At The Fidelis Partnership, we aim to be different while making a difference.

We set the standard for quality in our industry. Guided by our expertise, our clients can take unique and material risks with confidence.
Our approach is tailored and designed to deliver excellence for our clients. We are trailblazers, creating unique solutions in the (re)insurance space.
We are experts. Our brokers and clients value the depth of our knowledge and experience. We leverage state-of-the-art underwriting technology to be a market leader.
We believe sound ethics make for good business. We deliver value for our customers, investors and communities while actively avoid trading with industries that cause harm to people, the environment and animals.
We pride ourselves in creating a workplace that prizes execution, meritocracy, Diversity & Inclusion. Our people herald from countless backgrounds and are united by ambition and the unabashed desire to deliver excellence every day. We provide a competitive environment that helps people cultivate themselves professionally and personally and balance a rigorous workplace with a mindset that prioritises environmental and charitable activities in our communities worldwide.
Our ethos dictates our decisions and actions. It unites us as a team of experts and colleagues and provides us with a compass for ensuring we deliver our best to every stakeholder we serve.

Diversity, Equity & Inclusion

Diversity & Inclusion in the workplace

Insofar as possible, we aim to ensure the composition of our workforce reflects the make-up of the local community
We have specific programmes in all our offices to support diversity within the hiring process, e.g. internship and scholarship award programmes
This is a particular focus in Bermuda, where we engage actively with local organisations to source diverse talent and provide coaching/mentoring for underrepresented groups
We aim to maintain a focus on equal opportunities across all stages of hiring process
We measure and minimise the pay gap where possible.