Position Description:
Support the strategic investments function of Ameritas on topics related to mergers and/or acquisitions, divestitures, reinsurance transactions, partnerships and business alliances. Perform project management and administrative duties while assisting in research of market characteristics and trends, complete competitor analysis, gather and organize market intelligence data and reports, conduct analytical reviews, and assist in the qualification of acquisition and strategic investment opportunities.
In addition, the position will perform quantitative analysis of complex financial data and support deal sourcing, governance, due diligence, execution and integration activities. This position may require infrequent travel.
Position Location:
This is a hybrid role working partially in-office (Lincoln, NE) and partially from home.
What you do:
- Assist in the screening for and qualification of acquisition and strategic investment opportunities across all business lines, including researching market potential and conducting due diligence activities.
- Assist in the strategic analysis of new business opportunities, including conducting research and preparing overviews of industry segments and trends.
- Utilize multiple sources (proprietary, third-party, and industry resources/publications) to analyze and produce significant, useful, and objective insights.
- Gather, organize and synthesize market and competitive intelligence data including relevant industry news and current events to clarify market characteristics, trends, threats and opportunities.
- Perform financial analysis on target companies, including the creation of multi-year proformas and financial statement analysis.
- Assist in the execution of M&A opportunities, including scheduling and coordination with leaders across the enterprise to evaluate opportunities and track overall progress.
- Assist leaders and internal stakeholders in drafting deal documents including: Non-Disclosure Agreements (NDA), Opportunity Assessments (OA), Indications of Interest (IOI), Letters of Intent (LOI), Definitive Agreements and Post-Transaction updates.
- Complete day-to-day project management/administrative activities relating to strategic opportunities from identification through closing. Maintain relationship database to include all contacts and project information (i.e. Salesforce, etc.).
- Set up files to ensure all project information is appropriately documented and secured. Record dates of current and former targets with status and source for incoming and targeted deal flow.
- Continually provide updates to the Strategic Investments pitchbook as needed. Additionally, create presentation material, board reports, quarterly transaction progress summaries, post-transaction reporting, etc.
- Perform other duties as assigned or requested.
What you bring:
- Bachelors degree (accounting, finance, statistics, business, or similar) or equivalent combination of education and experience required.
- 2+ years of relevant work experience in corporate development or technical and analytical market research.
- Strong financial analysis skills, including the ability to develop and manipulate complex financial models and to analyze financial statements required.
- Advanced proficiency in Microsoft Excel (data modeling skills in Excel sufficient to create complex queries, build complex/efficient financial models, create macros & modules, and summarize key findings from database downloads) required.
- Experience with insurance industry financial analysis or actuarial experience desired.
- Intellectual curiosity, attention to detail, analytical and critical thinking skills, and motivation to learn are all required.
What we offer:
A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, youll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you dont:
Ameritas Benefits
For your money:
- 401(k) Retirement Plan with company match and quarterly contribution
- Tuition Reimbursement and Assistance
- Incentive Program Bonuses
- Competitive Pay
For your time:
- Flexible Hybrid work
- Thrive Days - Personal time off
- Paid time off (PTO)
For your health and well-being:
- Health Benefits: Medical, Dental, Vision
- Health Savings Account (HSA) with employer contribution
- Well-being programs with financial rewards
- Employee assistance program (EAP)
For your professional growth:
- Professional development programs
- Leadership development programs
- Employee resource groups
- StrengthsFinder Program
For your community:
- Matching donations program
- Paid volunteer time 8 hours per month
For your family:
- Generous paid maternity leave and paternity leave
- Fertility, surrogacy and adoption assistance
- Backup child, elder and pet care support
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, were committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.