Transactional Liability/M&A Insurance Analyst

Mosaic

Analyst for Transactional Liability/M&A at Mosaic in New York. Involves managing workflow, analyzing documents, and collaborating with teams on insurance placements.

Posted 6/23/2026full-timeNew York City • New York • 🇺🇸 United StatesMid-LevelSenior💰 $70,000 - $85,000 per yearWebsite

About the role

Key responsibilities & impact

Managing workflow on deal opportunities that contemplate use of representations & warranties, tax or contingent liability insurance, including assisting in managing the underwriting process and negotiating confidentiality agreements, non-reliance letters, and other ancillary documentation
Analyzing mergers and acquisitions-related documents, including reviewing financial statements, business background information and purchase agreements, and researching issues related to M&A transactions
Preparing quotes and policy documents for insurance of M&A, tax and contingent liability transactions
Collaboration with marketing team to develop materials and presentations
Coordinating and communicating with insurance brokers, lawyers, and clients

Requirements

What you’ll need

Undergraduate degree required
Experience with M&A, insurance sector, or other financial institutions or advisors preferred
Self-starter
Intellectual curiosity
Comfortable in fast-paced environment
Detail-oriented
Proficiency with Microsoft Excel and other enterprise software tools required.

Benefits

Comp & perks

True entrepreneurial culture
Very competitive total rewards compensation package, reflecting growth of the business
Opportunity to grow with this class of business
Mosaic celebrates diversity, equity and inclusion.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

M&A analysisfinancial statement reviewpolicy document preparationunderwriting process managementnegotiationquote preparationtax liability insurancecontingent liability insurance

Soft Skills

self-starterintellectual curiositydetail-orientedcollaborationcommunicationability to work in fast-paced environment