Investment Analyst at TBG | The Bachrach Group in New York, New York

Posted in Other 3 days ago.

Type: full-time





Job Description:

A client of ours in the Investment Management industry is seeking an Analyst to join their team. The ideal candidate has 1+ years of relevant experience, along with insurance/risk management experience, whether it be work experience or certifications/degrees. Please apply if this role interests you, the client is looking to move quickly!!!

Responsibilities:

This candidate would be supporting the professionals within the following fields, and

would have direct working relationships with all professionals in the firm:
• Help support the launch of new diligence campaigns by coordinating the collection of risk

management data from data sites and assessing the integrity of the risk finance programs in place.
• Support senior personnel in working closely with other members of our client's finance, legal and

human resource working party to be certain that all data is received and to work with the target or

their investment advisor on missing elements or other clarification as needed.
• Analyze historical insurance policies for coverage deficiencies, adequacy of limits, insurer solvency and provide general comments on any elements that may impact the value of the deal or the cost of risk post-close.
• Support senior personnel to identify and analyze potential impact of exposures created by the basic operations of the client as well as those created through relationships with service providers, vendors, customers and other business partners.
• Support senior personnel to strategically develop and manage relationships with brokers, insurance underwriters, adjusters, TPAs, legal counsel and other advisors as needed.
• Help review all contracts, leases, vendor and license agreements in order to determine compliance with the requirements of established risk management guidelines, insurance provisions and banking lending agreements.
• Support senior personnel to evaluate and negotiate insurance placement pricing, program structure and coverage wording for all policies and conduct cost / benefit analysis of program alternatives.
• Oversee the creation of appropriate timeline for clients' renewal process, track the key dates and

follow up with broker to ensure that all action items take place in accordance with pre-set timeline.
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