Research Associate – Insurance

Research Associate – Insurance

Requirements

• Undergraduate degree or similar qualification with a focus on Business, Mathematics or other quantitative fields
• Licensing Requirements – Series 7, 63, 86 & 87, SIE
• Excellent writing and communications skills
• Strong PC skills specifically in Microsoft Office applications and sourcing data from the internet and various technology publications
• Superior customer service focus and attitude for internal and external clients
• Ability to perform under pressure and meet time sensitive deadlines, sometimes for extended periods of time
• Commitment to task and an attention to detail
• Ability to prioritize work and multi-task responsibilities
• Self starter – must be organized and able to work independently
• Good personal skills and the ability to work and coordinate effectively within a team environment

Responsibilities

• Assist in the development and detailed modeling of company specific financial models
• Coordinate, generate and maintain research reports, presentations and databases
• Provide research support to analyst as required
• Incumbent is in the process of developing core Research Associate skills
• Develop an expertise in the Insurance sector including P&C insurance, insurance brokers, and specialty insurance
• Support and answer client queries as they relate to the sector
• Proactively identify operational risks/ control deficiencies in the business
• Review and comply with Firm Policies applicable to your business activities
• Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions promptly

Preferred Qualifications

• Previous exposure to capital markets or 1-2 years of experience within the Insurance or Financial Services sector a definite asset but not specifically necessary