Private Clients Development Underwriter Job at Lawes Consulting Group (London)

New

Banker, VP

Citigroup Global Markets Inc. seeks a Banker, VP for its San Francisco, Californ...

Location

United States , San Francisco

Salary:

250000.00 - 275000.00 USD / Year

Citi

Expiration Date

May 15, 2026

Requirements

Requires a Bachelor’s degree, or foreign equivalent, in Economics, Finance, or related field and 3 years of experience as an Investment Banking Associate, Investment Banking Analyst, or related position involving development and management of financial sponsor clients for private equity firms and providing advisory services within a global financial services institution. 3 years of experience must include: Utilizing knowledge of corporate finance, accounting, M&A, credit underwriting, business valuation and capital markets concepts in order to develop, review and present financial models related to valuation, M&A, and credit underwriting
Providing advisory services to private equity clients on capital raising, risk management, M&A, valuation and capital deployment
Analyzing and interpreting financial statements, equity research, economic data, credit rating reports, and accounting and business diligence in support of client transactions and advisory assignments, either in the form of modeling or credit analysis
Preparing and presenting credit analyses materials to senior stakeholders and decision-makers in support of credit underwriting and capital markets transactions
Conducting detailed credit analyses including modelling, credit worthiness assessment, and potential risks and mitigants identification
and Utilizing financial data platforms including MergerMarket, LCD, FactSet and Capital IQ to help build out financial analyses and usable data. Up to 10% international and domestic travel required.

Job Responsibility

Develop and manage relationships with financial sponsor clients, including private equity firms
Originate new business mandates from financial sponsors related to financial advisory, capital raising, and risk management
Liaise with product and industry coverage partners to deliver advice and drive transaction execution for financial sponsor clients and sponsor-backed portfolio companies
Perform complex financial analyses related to valuation, credit underwriting, mergers and acquisitions (M&A) and capital markets transactions
Drive idea generation related to new investment opportunities, including leveraged buyouts, minority stake investments and structured capital investments
Assist financial sponsor clients with portfolio monetization, including M&A processes, initial public offerings (IPOs), private placements and dividend recapitalizations
Lead internal credit approval process related to acquisition financings, dividend recapitalizations, re-financings and other credit transactions for private equity clients
Ensure risk and controls processes related to internal and external policies are adhered to by cross functional deal teams
Serve as technical subject matter expert in relevant accounting, corporate finance and capital markets concepts

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

Underwriter – Delegated Underwriting, Private Enterprise

To underwrite an International Delegated account within the Specialty Lines team...

Location

United Kingdom , London

Salary:

Not provided

Social Value Portal Ltd

Expiration Date

Until further notice

Requirements

Minimum graduate level education
Proficient underwriting skills
Accurate and numerate
Computer skills – good working knowledge of MS Office, advanced Excel skills
Strong analytical skills with attention to detail
Able to communicate effectively with others, both verbally and in writing
Ability to manage time, meet deadlines and prioritise
Ideally European language(s) in addition to English
General commercial and financial knowledge
Experience in insurance industry

Job Responsibility

Develop and underwrite a profitable portfolio of International Delegated business as part of the Specialty Lines team
Structure tailor-made solutions by considering the team underwriting parameters and underwriting policy and using underwriting knowledge and experience to win new business and retain existing
Monitor premiums, costs and claims ratios per contract and take corrective measures if necessary to ensure long term profitability at account level
Evaluate appropriate risk premium by considering the risk costs, reinsurance cessions, capital exposure as well as the underwriting and general administration costs to ensure profitability, using rating models as applicable
Monitor peer underwriters in their daily work to ensure profitability as well as efficient and cost effective administration of the International account
Monitor and supervise assistants in their daily work to ensure compliance with underwriting philosophy and policy and consistency within the team and Specialty Lines
Comply with Beazley’s underwriting control standards for business written through Lloyd’s or Beazley’s internal MGAs
Develop a good working relationship with the claims managers on this class of business
Advise, assist and service clients on insurance and risk matters to ensure clients’ satisfaction
Foster positive relationships with clients to get a mutual understanding of both their and Beazley’s needs

HNW Trading Underwriter

A big name in the HNW/PC space is seeking a Trading Underwriter to join their we...

Location

United Kingdom , Birmingham

Salary:

45000.00 - 55000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Logical and analytical thinker
Underwriting experience within HNW/Private Clients
Natural flair for building relationships with brokers
Collaborative team player
Ambitious and driven

Job Responsibility

Underwriting Art and Private Client products
Working towards set targets including profitability, GWP, conversion, productivity, referral rate reduction, and turnaround times
Developing sales skills and appreciation of sales and underwriting strategy
Negotiating with internal and external parties, including key broker partners
Challenging non-standard underwriting decisions and identifying process improvements

Fulltime

Senior Underwriter

Berkshire Hathaway Specialty Insurance (BHSI) has an exciting opportunity in our...

Location

United States , Los Angeles, CA; New York, NY; San Francisco, CA

Salary:

125000.00 - 175000.00 USD / Year

Berkshire Hathaway Specialty Insurance

Expiration Date

Until further notice

Requirements

4 to 7 years of experience underwriting or broking financial lines for public companies, private or non-profit entities, or financial institutions
Demonstrated understanding of financial analysis and financial markets
Foundational to high level of understanding of policy forms and coverage types including: Directors and Officers Liability, Errors and Omissions, Employment Practices Liability, Fiduciary Liability and Fidelity
Excellent communication and negotiation skills

Job Responsibility

Manage and build upon a book of business that is consistent with the team’s strategic focus
Expand on broker and customer relationships
Underwrite to complex and challenging risks while developing creative solutions for our partners without sacrificing discipline, diligence, or portfolio strength
Effectively communicate BHSI’s value proposition to brokers and customers
Collaborate with teammates across all product lines, help create a positive experience for our customers
Focus on developing broker relationships, prequalifying new business opportunities, managing existing portfolio of business, and growing a book of business in our West region
Be actively involved with Management in the building of the platform and product offering
Handle day-to-day responsibilities as a public company Senior Underwriter
Tasks will include marketing to distribution channels, utilize underwriting acumen to select sound underwriting risks and form opinion of risk
Expand and develop new business opportunities through production & marketing calls with brokers and clients

What we offer

Comprehensive Health, Dental and Vision benefits
Disability Insurance (both short-term and long-term)
Life Insurance (for you and your family)
Accidental Death & Dismemberment Insurance (for you and your family)
Flexible Spending Accounts
Health Reimbursement Account
Employee Assistance Program
Retirement Savings 401(k) Plan with Company Match
Generous holiday and Paid Time Off
Tuition Reimbursement

Fulltime

Banker

Citigroup Global Markets Inc. seeks a/an Banker, VP for its New York, New York l...

Location

United States , New York

Salary:

275000.00 USD / Year

Citi

Expiration Date

May 07, 2026

Requirements

Master’s degree or foreign equivalent in Economics, Finance, Business Administration, Management Science or related field and 4 years of experience as an Investment Banking Associate, Investment Banking Analyst, Finance Associate or related position assessing acquisitions and capital raising within the financial services industry
Alternatively, employer will accept a Bachelor’s degree or foreign equivalent in the above fields and 6 years of progressively responsible, post-baccalaureate experience in the above positions
Full span of experience must include: Accounting using GAAP and IFRS
Financial analyses for institutional clients
Providing corporate finance advisory services including capital raising, risk management, mergers and acquisitions (M&A), valuation, and capital deployment
Analyzing financial statements, equity research, economic data, credit rating reports, and accounting and business diligence, in support of client transactions and advisory assignments
Preparing and presenting credit analyses for senior stakeholders and decision-makers in support of credit underwriting and capital markets transactions
Credit underwriting and business valuation
Building, reviewing, and stress-testing financial models (DCF, LBO, merger models, comparable companies, precedent transactions)
and Drafting situation analyses, pitch materials, information memoranda, investor and management presentations

Job Responsibility

Develop and manage relationships with financial sponsor clients, including private equity firms
Originate new business mandates from financial sponsors related to financial advisory, capital raising, and risk management
Liaise with product and industry coverage partners to deliver advice and drive transaction execution for financial sponsor clients and sponsor-backed portfolio companies
Perform complex financial analyses related to valuation, credit underwriting, mergers and acquisitions (M&A) and capital markets transactions
Drive idea generation related to new investment opportunities, including leveraged buyouts, minority stake investments and structured capital investments
Assist financial sponsor clients with portfolio monetization, including M&A processes, initial public offerings (IPOs), private placements and dividend recapitalizations
Lead internal credit approval process related to acquisition financings, dividend recapitalizations, refinancings and other credit transactions for private equity clients
Ensure risk and controls processes related to internal and external policies are adhered to by cross functional deal teams
Serve as technical subject matter expert in relevant accounting, corporate finance and capital markets concepts

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
discretionary and formulaic incentive and retention awards

Fulltime

New

Private Mortgage Banker

Wells Fargo is seeking an Private Mortgage Banker (SAFE) in Consumer Lending as ...

Location

United States , Charlotte

Salary:

Not provided

Wells Fargo

Expiration Date

May 16, 2026

Requirements

2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Basic Microsoft Office skills
Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources
Excellent verbal, written, and interpersonal communication skills
Mortgage industry experience
Knowledge and understanding of sales prospecting and generating referrals
Customer service experience
Experience working with high net-worth clients
This position requires SAFE registration at the time of employment
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies

Job Responsibility

Participate in soliciting residential mortgages from various sources
Produce high quality jumbo loans which are compliant and provide excellent customer service
Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace
stay informed of mortgage industry trends and developments in the assigned market
Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans
Understand real estate appraisals, title reports, and real estate transactions
Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in
analyze and offer mortgage loan products based on client needs
Review and analyze low to moderately complex financial and credit data

Fulltime

Financial Lines Underwriter

Eames are working with a leading global (re)insurer who are seeking a Financial ...

Location

United Kingdom , London

Salary:

Not provided

Eames Consulting

Expiration Date

Until further notice

Requirements

London Market Financial Lines/D&O experience
Commercially minded
Confident handling complex risks

Job Responsibility

Underwriting complex D&O risks across U.S.-traded, global public and large private companies
Underwriting new and renewal business
Negotiating bespoke wordings
Building a profitable portfolio
Developing strong broker and client relationships
Contributing to portfolio strategy
Working closely with internal stakeholders across Claims, Actuarial and Legal

Fulltime

New

Private Mortgage Banker

Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lendi...

Location

United States , San Diego; Carlsbad; Chula Vista; Encinitas; Escondido

Salary:

Not provided

Wells Fargo

Expiration Date

June 21, 2026

Requirements

2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education
Bilingual speaking proficiency in Tagalog/English
Bilingual speaking proficiency in Chinese/English
Basic Microsoft Office skills
Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources
Excellent verbal, written, and interpersonal communication skills
Mortgage industry experience
Knowledge and understanding of sales prospecting and generating referrals
Customer service experience
Experience working with high net-worth clients

Job Responsibility

Participate in soliciting residential mortgages from various sources
Produce high quality jumbo loans which are compliant and provide excellent customer service
Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace
stay informed of mortgage industry trends and developments in the assigned market
Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans
Understand real estate appraisals, title reports, and real estate transactions
Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in
analyze and offer mortgage loan products based on client needs
Review and analyze low to moderately complex financial and credit data

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

Private Clients Development Underwriter

Lawes Consulting Group

Location:
United Kingdom , London

Category:
Insurance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 27, 2025

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