Director - Insurance Sector Client Coverage, FIG Americas
Crédit Agricole CIB, New York, NY, United States
The Director of Insurance Sector Coverage in the FIG group is responsible for senior-level client coverage of life reinsurance, insurance and affiliated asset managers clients in the US and Bermuda markets. The role focuses on building C-Suite relationships with a subset of these clients that results in the origination of strategic, revenue generating high value transactions. The Director of insurance is responsible globally for the relationship with his/her clients and reports to the Head of Insurance Americas Coverage locally.
Primary Responsibilities
- Lead coverage for public and private insurance companies primarily in the life sector
- Develop trusted advisor relationships with CEO’s, CFO’s, CIO’s, Chief Actuaries and Treasurers
- Drive strategic dialogue around capital management, growth strategy and balance sheet optimization
- Maintain ongoing engagement with his/her large insurers in relevant markets in Asia and Europe
Qualifications
- 10 -12+ years of corporate and investment banking experience with an insurance sector focus and/or life insurance sector experience with a focus on strategic, complex capital and liquidity management transactions.
- Proven transaction leadership experience
- Deep knowledge of statutory accounting and GAAP/IFRS
- Familiar with Insurance reserving and embedded value methodologies
- Rating agency capital considerations knowledge
- Commercial mindset with demonstrated revenue generation ability
Education
- BS in Finance, Economics or actuarial sciences required
- Series 7 + 63 preferred
Experience Required
- 10 -12+ years of corporate and investment banking experience with an insurance sector focus and/or life insurance sector experience with a focus on strategic, complex capital and liquidity management transactions
- Proven transaction leadership experience
- Commercial mindset with demonstrated revenue generation ability
Skills and Knowledge
- Deep knowledge of statutory accounting and GAAP/IFRS
- Familiar with Insurance reserving and embedded value methodologies
- Rating agency capital considerations knowledge