Associate, Corporate Development

Transamerica

. Support evaluation and execution of acquisitions, divestitures, reinsurance transactions, strategic investments, and partnership opportunities .

Posted 11/10/2026full-timeUnited StatesJuniorMid-Level💰 $90,000 - $125,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial modeling, valuation methodologies, and transaction analysis, with a strong ability to manage multiple projects in a fast-paced environment. Proficient in preparing presentations and conducting market research to support strategic investments and partnership opportunities.

Highest-signal resume keywords

Financial ModelingValuation MethodologiesTransaction AnalysisStrong Analytical SkillsMicrosoft Excel

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingValuation AnalysisDiscounted Cash Flow AnalysisComparable Company AnalysisPrecedent Transaction AnalysisFinancial Statement AnalysisProject ManagementMarket ResearchCompetitive BenchmarkingDue Diligence

Soft Skills

Strong Written CommunicationStrong Verbal CommunicationOrganizational SkillsProblem-Solving SkillsResults-Driven

Tools & Technologies

Microsoft ExcelMicrosoft PowerPointMicrosoft Word

Certifications & Qualifications

CFACPAMBA

Industry Keywords

Financial ServicesCorporate DevelopmentInvestment BankingTransaction AdvisoryPrivate EquityStrategic FinanceLife InsuranceAnnuitiesAsset ManagementMergers and Acquisitions

About the role

Key responsibilities & impact

Support evaluation and execution of acquisitions, divestitures, reinsurance transactions, strategic investments, and partnership opportunities
Build and maintain financial models, valuation analyses, scenario assessments, and transaction return analyses
Conduct market research, competitive benchmarking, and industry analysis
Coordinate due diligence across actuarial, finance, legal, compliance, tax, treasury, investments, risk, technology, operations, and human resources
Organize and maintain virtual data rooms, diligence trackers, issue logs, and follow-up requests
Prepare presentations, memoranda, and recommendations for senior leadership, investment committees, and other decision-making forums
Support business cases for organic and inorganic growth opportunities and partnership structures
Track transaction milestones, deliverables, and key decisions, escalating risks and issues as appropriate
Review and summarize transaction documents, diligence findings, and financial information
Partner with internal stakeholders and external advisors, including investment bankers, consultants, accountants, and legal counsel

Requirements

What you’ll need

Bachelor’s degree in finance, accounting, economics, business, or a related field
Two years of experience in financial services, corporate development, investment banking, transaction advisory, management consulting, private equity, strategic finance, or a related field
Knowledge of financial modeling, valuation methodologies, and transaction analysis, including discounted cash flow analysis, comparable company analysis, and precedent transaction analysis
Ability to analyze financial statements and understand accounting, capital, and earnings concepts
Ability to manage multiple projects and priorities in a fast-paced environment
Strong analytical, organizational, and problem-solving skills
Results-driven with a commercial, deal-maker mentality
Strong written and verbal communication skills
Ability to handle confidential information with professionalism and discretion
Proficient in Microsoft Excel, PowerPoint, and Word
Legal authorization to work in the U.S. without immigration sponsorship
Preferred: Experience within life insurance, annuities, retirement, wealth management, asset management, reinsurance, or other financial services organization
Preferred: Knowledge of statutory accounting, GAAP, capital frameworks, reserve concepts, and earnings drivers within insurance organizations
Preferred: Progress toward or possession of CFA, CPA, or MBA
Preferred: Knowledge of strategic partnerships, mergers and acquisitions, and capital deployment strategies
Preferred: Understanding of market structure, industry trends, distribution models, and product strategies within the insurance industry

Benefits

Comp & perks

Annual bonus based on the Company Bonus Plan/Individual Performance
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Paid Time Off starting at 160 hours annually for employees in their first year of service
Ten (10) paid holidays per year
Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars
Fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs