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FIG Strategy Investment Consultant

Baltimore, MD

Access Holdings Management Company LLC is a Baltimore-based middle-market investment firm with over $2.8 billion in assets under management. Founded in 2013, Access provides direct investment opportunities to create concentrated portfolios of essential service-based businesses in North America. We undertake active build-and-buy strategies, pursuing what we want to own, great markets and distinct business models. In doing so, Access partners, scales, and innovates to build enduring businesses. For more information, please visit www.accessholdings.com.

Position Description

This role will be responsible for sourcing, evaluating, executing, and managing investments in the financial services sector, with a particular focus on insurance strategies, including sidecar vehicles, and derivative insurance related products. The candidate will be expected to leverage deep industry knowledge to drive the firm’s investment strategy in financial institutions, including insurance companies, banks, asset managers, and specialty finance firms. The contractor will also be expected to provide leadership in all stages of the investment process, working closely with senior executives and clients. The role necessitates a strong understanding of the insurance market and investment structuring.

 

Responsibilities

  • Coordinate all aspects pertaining to execution of investment transactions across all parties involved (e.g., legal counsel, operations, insurance, benefits, IT, human resources and other third-party diligence providers, investors, internal operations, and portfolio company management)
  • Support in the negotiations with potential investment partners, including, but not limited to, letters of intent, term sheets, purchase agreements, credit agreements, and executive employment agreements
  • Prepare and present investment transaction information, by stage, to the investment committee
  • Support and lead efforts to structure investment opportunities in the life and annuity insurance sector, with experience structuring complex insurance deals, including reinsurance sidecars, captive insurers, and insurance-linked securities, and taking a leading role in guiding the research and analysis of prospective investments
  • Develop relationships with executives, management teams, and intermediaries in the insurance industry to identify potential deals and gain access to exclusive investment opportunities
  • Conduct market research using resources of the Company to assess trends and emerging investment themes within the life and annuity insurance industry.
  • Work with leadership to create and refine new investment theses, particularly around insurance-related derivative products and emerging investment themes
  • Guide and oversee investment teams in the creation and maintenance of deal flow databases by identifying potential targets and preparing company-specific due diligence reports and analyses
  • Actively engage, prepare, and participate in board meetings of portfolio companies
  • Ensure the maintenance of ongoing relationships with third parties and support fundraising effort by building investor relationships

 

Experience, Skills & Characteristics

  • Deep understanding of the evolving insurance regulatory landscape
  • Experience managing and monitoring an investment portfolio within the insurance sector, optimizing ALM and risk-based capital
  • Experience underwriting illiquid and fixed-income assets, alternatives (i.e., private credit, real estate, infrastructure, etc.), and ratable products
  • Experience establishing and/or managing 40 Act funds is preferred but not required
  • Demonstrated ability and interest in working within a small, entrepreneurial team
  • Carries and conveys a healthy sense of urgency
  • Exceptional communication skills (verbal and written), leading to effective communication and promoting a healthy meritocratic culture
  • Ability to comfortably interact with senior management (internal & external)
  • Hands-on, entrepreneurial leader, as demonstrated through both ideas and actions
  • Inspires and engages internal and external teams
  • Self-initiating in an aligned manner with Access’ strategy and culture
  • Constantly looking ahead; anticipating and guiding proactively to foresee and avoid roadblocks
  • Outstanding collaborator across all levels who excels building internal and external alignment on ideas, actions, recommendations
  • Curious, creative, and ambitious
  • Passion for investing and learning about new industries
  • Appetite to become a subject matter expert in broad and diverse industries
  • Strong understanding of accounting, finance, and capital structure
  • Strong financial modeling and analytical skills with focus on insurance-related metrics, loss modeling, and capital management

Requirements

Successful candidates will have the following attributes:

  • 10+ years of professional experience
  • MBA from a top tier university (preferred)
  • Extensive M&A experience in private equity or a related field with a focus on insurance and financial institutions
  • Previous experience in leading investments in sidecar structures is a plus
  • Must be eligible to work in the U.S. without requiring sponsorship now or in the future

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