Senior Analyst, Financial Services

Location: Hybrid, New York, NY office 

Come join our team!

Vanbridge, an EPIC Insurance Brokers company is a fully diversified insurance and capital solutions firm that provides services and solutions at the intersection of the insurance, private equity and hedge fund industries. What makes us different is the strength and flexibility of our business model and our ability to provide a full range of insurance and alternative capital solutions without the limitations of a siloed approach.

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW:

This role exists to support the Managing Principal of Financial Services – Capital Advisory Solutions with an initial focus on the growth of the Alternative Collateral Facility that will be expanded to include financial analysis and ongoing transactions.

To be successful in this role, the candidate must be motivated and work well in a dynamic and fast-paced business environment. The candidate must be analytical, organized, able to work independently as well as within a team, and communicate effectively. The ideal candidate will also take initiatives to develop solutions to solve problems and achieve goals. 

• Maintain and create EXCEL spreadsheets for identifying and tracking universe of potential portfolio companies along with relevant information (company ID, name, credit ratings industry, collateral amounts, etc.)
• Portfolio construction to meet given objectives (aggregate returns and portfolio credit ratings) given multiple constraints (single name limits, aggregate industry, portfolio credit constraints, etc.)
• Build and update multi-year cash flow models based on based on selected portfolio, expected net credit losses, and risk transfer costs including resultant IRR returns to equity
• Read and understand financial statements to extract and input data into credit models (S&P CapIQ) – upload statements and data to S&P CapIQ
• Calculate & analyze credit spreads from available financial market information sources (Bloomberg and S&P)
• Understand credit loss and recovery data
• Distill financial information into clear and concise presentations (PPT, structure diagrams, etc.), providing insight not information
• Effectively communicate with financial market participants, e.g. Goldman Sachs, Assured Guaranty, Greensledge, etc.
• Facilitate negotiation of contractual agreements between CFO’s and external counsel
• Proactively interact with operating division contacts, Brokers, and Producers to investigate and resolve discrepancies

• College degree from an accredited College or University
• A minimum of 5 years of experience working within the Accounting, Insurance, or Financial Services industry
• Technical skills – Excel including financial formulae (IRR, duration etc.), pivot tables, look-ups, macros, and plug-ins (Bloomberg S&P) etc. plus PPT and Word
• Detail-oriented, accuracy with numbers
• Critical thinking and problem solving in sometimes uncertain environment
• Excellent time management and organizational skills
• Proactive, self-starter who asks clarifying questions to ensure understanding of assigned job tasks and responsibilities to produce a quality result each time

COMPENSATION: 

The national average salary for this role is $140 000.00 - $170 000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC: 

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

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