Analyst, Mergers and Acquisitions

BFL CANADA is one of the largest employee-owned risk management and insurance brokerage firms in North America, seeking an Analyst to join their M&A Team in Toronto. The role involves supporting clients with insurance solutions for mergers and acquisitions, assisting with the placement of transactional risk insurance products, and gaining exposure to live M&A transactions.

Responsibilities

• Assist senior brokers with the quoting and placement of Representations & Warranties Insurance and Tax Insurance policies for M&A transactions
• Help coordinate the underwriting process with insurers, clients, and external advisors
• Track transaction timelines and support deal execution from initial engagement through policy binding
• Build trust with insurers and other key stakeholders
• Build relationships with Regional & National Practice Leaders and subject matter experts across the firm whom you will rely on for technical expertise in various product lines and industry segments
• Review transaction materials including financial statements, deal memorandums, due diligence reports, and purchase agreements and associated disclosure schedules
• Prepare underwriting submission materials and insurer marketing packages
• Summarize coverage terms, exclusions, and underwriting questions for internal and client discussions
• Take initiative on internal projects to improve processes, products or services
• Monitor the transactional risk insurance market, including insurer appetite, pricing trends, capacity and innovation
• Assist in preparing client presentations, coverage summaries, and deal-related reports
• Support communication with stakeholders throughout the placement process
• Represent BFL CANADA at various M&A networking events and industry conferences
• Become a valued member of the M&A team by jointly participating in prospect meetings and support business development
• Ensure flawless execution of transactional risk insurance policies within client directed timelines
• Have a passion for learning, including developing product knowledge for emerging areas such as tax and contingent liability
• Participate in networking opportunities and speaking engagements that contribute to BFL brand awareness

Skills

• 1-5 years of relevant experience in one or more of the following areas: Insurance broking or underwriting, Investment banking or corporate finance, Accounting or transaction advisory
• Ability to manage multiple projects in a fast-paced, deadline-driven environment
• Passion for finance and M&A deals and can grow into this unique role
• Ability to work well independently, as part of a team and with others throughout BFL
• Customer focused and service oriented
• High attention to detail and precision
• Exceptional verbal and written communication skills
• Strong analytical skills and experience managing large data sets
• RIBO Licensed required (can be obtained after starting)
• Exposure to M&A transactions, insurance, or financial analysis is preferred but not required

Benefits

• Generous medical and dental coverage
• Telemedicine
• Employee and family assistance program
• Retirement and savings programs
• Wellness allowance
• Year-round social activities and events

Company Overview