Special Projects

Summary

Join Coalition, a leading Active Insurance provider, and contribute to our operational growth and strategic initiatives. This role involves leading complex projects, developing analytical frameworks, and collaborating with cross-functional teams. You will synthesize data, execute advanced analytics, and drive market research. The ideal candidate possesses strong problem-solving skills, experience in finance (investment banking, private equity, or M&A), and excellent communication abilities. This position offers a competitive salary, comprehensive benefits, and opportunities for advancement within a fast-paced, high-growth environment.

Requirements

• Bachelor’s degree required
• 2+ years of experience in the finance industry, specifically investment banking, private equity and/or M&A
• Demonstrated problem solving and project management abilities combined with impeccable business judgment
• Experience executing strategic and operational initiatives
• Experience developing complex analytical models in spreadsheets and using presentation software to facilitate communication with senior stakeholders
• Excellent interpersonal and communication skills to formulate and articulate contractual, technical, financial, and value points with partners and internal Coalition teams
• Self-directed and self-motivated; excellent communicator and collaborator

Responsibilities

• Lead complex and time-critical projects by quickly understanding context and developing an analytical framework that leads to a prioritized approach for resolution
• Synthesize data to identify KPIs and trends that translate into actionable insights
• Execute advanced analytics / modeling (e.g., bottoms-up operating models, pricing)
• Drive market research and analyses
• Help diligence, negotiate, and execute transactions (e. g., vendors, partners, M&A)
• Effectively collaborate and communicate results and insights with cross-functional teams

Preferred Qualifications

• MBA or other advanced degrees are preferable
• Experience within the insurance and/or security industry

Benefits

• 100% medical, dental and vision coverage
• Flexible PTO policy
• Annual home office stipend and WeWork access
• Mental & physical health wellness programs (One Medical, Headspace, Wellhub, and more)!
• Competitive compensation and opportunity for advancement