Trending Content - Private Equity Forum
Career Resources
WSO Free Modeling Series - Now Open Through
June 30, 2026
9 Free Financial Modeling Lessons
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
+Bonus: Get 27 financial modeling templates in swipe file
+Bonus: Get 27 financial modeling templates in swipe file
High Finance Applications
Guaranteed
Get at least one offer GUARANTEED
- 1:1 support
- 92% success rate
- 2,000+ mentor network
- Unlimited Live bootcamps
- AI for resume + LinkedIn
- Networking automation tools
- HireVue simulation tool
- Full course library
- Private Slack community
- 20hrs of mocks
- + much more...
Lightyear and Parthenon come to mind.
H&F, Warburg, Blackstone all have FIG teams with insurance experience (esp w/ Bermuda Reinsurance experience), Stone Point, Lightyear, Flexpoint, Century Capital are a few others.
Thank you karypto and BananStand! This will hopefully give me some good leads.
Sorry for the bump. I'd be interested in hearing how viable this move is. Specifically, what kind of position would I need to hold at my current company to make this viable?
My background: I'm currently completing my undergrad degree PT whilst working a reasonably unimpressive role at an insurance company. The good news is that once I finish my degree (and maybe even before) I could move into a much more senior role relatively easily and would have much better odds than trying to break into banking.
Edit:
Are there ever opportunities to move from insurance into the investment funds which the company also owns? I'm pretty sceptical since this does include some huge name fund/s but would be interested in hearing if this ever happens.
I am in the midst of trying to make it viable, and I will definitely let you know how it goes. I was fortunate enough to be in the actuarial development program at my company which includes rotations every 18-24 months. I started on the liability side doing boring liability valuation, but when I rotated I was able to move to an asset-liability-management role (ALM) where we use investments (short futures and enter interest rate swaps) to hedge the company's risks related to the assets (investment funds). I think I would be able to leverage this exeperience to possibly work direcly with the investment funds.
I would advise you to network extensively within your company (it is a lot easier than cold calling / emailing) and try to meet some people who work with the investment funds. Be open to roles that aren't exactly what you think you are looking for if they could be a steppingstone to the investment side. Good luck.
Est velit iure beatae consequatur quo et. Quam est quia et animi reiciendis modi et. Et tempora non numquam non. Occaecati harum delectus nisi dolor unde. Nihil voluptas non explicabo et. Aut cumque facilis voluptas ab et repudiandae quidem.
Consequatur quasi ut autem corrupti aliquid. Cum hic voluptate et. Quisquam et aut cumque distinctio ratione quibusdam consequatur quae. Saepe sit inventore totam.
Iure earum modi saepe rem quasi tempore. Molestias tempore delectus magni modi culpa. Temporibus odit et tenetur labore neque consequatur molestiae. Deleniti ratione nihil vel vero. Est non quo rem reprehenderit. Perferendis libero repellendus fuga sit dolores consequatur non. Sapiente ad voluptas autem praesentium exercitationem.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...