Lead analyst

Key Responsibilities:

• Build and maintain comprehensive historical financial models for companies, with complex product lines, geographies, and reporting structures.
• Apply sector knowledge to interpret industry-specific KPIs (e.g., premiums, claims, reserves, solvency, embedded value) and reflect them accurately in models.
• Navigate complex accounting, regulatory, and disclosure frameworks specific to Insurance and Financial Services to ensure accuracy and completeness.
• Handle nuanced accounting treatments (e.g., reserves, reinsurance, investment income, capital adequacy) while building scalable and audit-ready models.
• Mentor and train multiple junior analysts on advanced modeling techniques and sector-specific best practices.
• Supporting automation and process improvement initiatives to enhance efficiency and consistency in model building.
• Write clear, structured financial commentary explaining model logic, assumptions, and key drivers, particularly for insurance-specific metrics.
• Continuously deepen sector expertise to improve model quality and contribute meaningful analytical insights.

Requirements

Skills & Qualifications

• Advanced Excel skills with hands-on experience building operating models for complex, multi-segment companies.
• Strong business models, capital structures, and valuation approaches.
• Solid grounding in capital markets, asset classes, and valuation methodologies, especially as they relate to insurers and financial institutions.
• Familiarity with investment banking, equity research, or financial research workflows.
• Strong command of nuanced accounting concepts relevant to Insurance and Financial Services (e.g., reserves, capital, regulatory ratios).
• Ability to clearly articulate forecasting logic and write high-quality financial commentary supporting model assumptions.
• Comfortable using GenAI tools for model analysis, validation, and productivity enhancement.
• Demonstrated ability to mentor and upskill junior analysts on complex and specialized modeling topics.