2026 Summer MBA Associate, Investments

Job Description

The  MBA Associate  will learn on the job from day one – we want to ensure a meaningful, challenging and productive summer. There will be many opportunities to demonstrate your skills, abilities and passion around investing and insurance. The MBA Associate will be expected to take a central role in the financial modeling and analysis supporting the team’s investment process and will work closely with junior and senior team members on the execution of investments with a primary focus on insurance and broader financial services opportunities. In particular, the MBA Associate will work directly with the M&A team to :

• Conduct comprehensive research to support the development of investment strategies and to identify transaction opportunities
• Coordinate transaction execution or other necessary logistics and perform business due diligence
• Assist with the preparation of presentations, memos, and other analyses to support new and existing investments
• Work independently in the development of financial models including valuation, M&A and credit modeling
• Participate in all aspects of investment transactions, as requested by team members
• Collaborate with our insurance operating businesses on value-creation initiatives
• Prepare presentations and other marketing materials for the broader team or investors

Requirements :