Business Analyst, ICOLI programs (Austin, TX)

About the Role

Key Responsibilities

• Proactively identify and cultivate new business opportunities within the executive benefits and ICOLI markets, with a focus on mid-to-large market employers.
• Lead the development of strategic proposals and sophisticated financial models tailored to prospective clients and joint-venture partners.
• Conduct in-depth analysis and interpretation of complex legal and financial documents, including life insurance contracts, private placement memoranda, and partnership agreements.
• Collaborate cross-functionally with legal, actuarial, investment, and compliance teams to design and implement customized executive benefit solutions.
• Maintain and enhance internal databases of financial and market intelligence to support data-driven business development strategies.
• Monitor and evaluate portfolio performance metrics, and maintain forecasting tools to support strategic decision-making.
• Stay abreast of industry trends, regulatory developments, and tax implications relevant to ICOLI and executive compensation planning.
• Support the preparation and delivery of high-impact client presentations and internal strategy briefings.

Requirements

• Bachelor's degree in Finance, Economics, Accounting, or a related field.
• Exposure and working familiarity with banking, insurance, private equity, or executive benefits.
• Strong understanding of ICOLI, non-qualified deferred compensation plans, and executive compensation strategies.
• Proficiency in financial modeling and analysis; experience with tools like Excel, PitchBook, Preqin, or S&P Global Market Intelligence is a plus.
• Excellent communication, presentation, and interpersonal skills.
• Ability to manage multiple projects and deadlines in a fast-paced environment.
• Strong oral and written communication skills.
• Well organized with the ability to handle several projects/clients simultaneously.
• Detail oriented with demonstrated problem solving skills.
• Proficiency with MS Office products, including Outlook, Word, Excel and PowerPoint.
• Willingness to travel.

Nice to Have

• Experience working in a team environment.
• Familiarity with compliance standards (FINRA, SEC) and experience preparing compliant marketing materials.
• Experience with tools like PitchBook, Preqin, or S&P Global Market Intelligence.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, or a related field.

Benefits & Perks

• Competitive salary
• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs