Howden Buffalo Inc

VP, Transactional Risk, Tax

Howden Buffalo Inc$200K — $320K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in risk management, Finance, Business, Law or a related field preferred
  • 4-8 years of M&A or relevant underwriting experience
  • Background in M&A law, private equity, financial advisory, or insurance roles
  • Professional certifications such as CPCU, AU, or similar preferred
  • Strong analytical, negotiation, and decision-making skills
  • Proven ability to manage and build broker and client relationships

Responsibilities

  • Evaluate submissions for private M&A transactions and prepare customized term sheets
  • Lead the underwriting process and negotiate policy terms
  • Analyze target company materials to assess risk for policy terms
  • Supervise and mentor junior underwriters and analysts
  • Coordinate with legal counsel on underwriting decisions
  • Cultivate relationships with key brokers and network for business development

Benefits

  • Medical, dental, and vision insurance
  • Unlimited PTO
  • 401k with company match
  • Paid volunteer days
  • Encouragement of new ideas and personal involvement in success
Full Job Description

DUAL North America, Inc. is seeking a

VP, Transactional Risk, Tax

Classification: Full-time

Reports to: Head of Transactional Risk

Salary: $200,000.00-$320.000.00

Location: New York, NY, Hybrid

Role overview

DUAL North America is seeking a commercial and ambitious Underwriter for the Transactional Risk division.

At DUAL, underwriters play a key strategic role in shaping the underwriting framework and expanding broker relationships. In this role, you will provide expertise in risk evaluation, manage submissions, lead on underwriting transactions in various sectors and support profitable portfolio growth.

As a key member of the transactional risk team, you will be specializing in Representations and Warranties Insurance (RWI). This role involves negotiating bespoke RWI policies in connection with mergers and acquisitions (M&A), working closely with brokers, legal counsel, and internal stakeholders to deliver tailored insurance solutions in a fast-paced, deal-driven environment.

Role responsibilities

  • Quote Development: Evaluate submissions for active private M&A transactions and prepare customized term sheets outlining proposed pricing and key underwriting considerations. Ensure timely delivery of quotes to brokers in accordance with deal timelines.

  • Policy Negotiation & Execution: Lead the underwriting process, collaborate with buyer’s counsel and advisors to review due diligence materials and negotiate policy terms. Find tailored solutions or draft appropriate exclusions where material due diligence gaps are identified.

  • Due Diligence Review: Analyze target company materials including due diligence reports, confidential information memoranda, and iterations of the M&A agreement to assess risk and inform policy terms.

  • Team Collaboration: Supervise and mentor more junior underwriters and analysts supporting the underwriting process. Provide guidance and feedback to ensure accuracy and professional development.

  • Legal Liaison: Coordinate with DUAL’s deal counsel (where appropriate) to review legal findings and incorporate feedback into underwriting decisions. Communicate relevant inquiries and clarifications to brokers and their clients.

  • Relationship Management: Cultivate and maintain strong relationships with key brokers through regular communication, industry event participation, and strategic networking to support business development and deal flow.

Key requirements

  • Bachelor’s degree in risk management, Finance, Business, Law or a related field preferred

  • Ideal candidates will have a background in one or more of the following areas: (i) legal practice, particularly in M&A or corporate law; (ii) M&A-related roles in private equity, investment banking, or financial advisory; or (iii) insurance roles with exposure to private equity or financial transactions

  • 4-8 years of M&A or relevant underwriting experience

  • Professional certifications such as CPCU, AU, or similar designations preferred

  • In-depth understanding of technical underwriting principles and risk assessment

  • Strong analytical, negotiation, and decision-making skills

  • Proven ability to manage and build broker and client relationships

  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)

  • Demonstrated ability to handle complex risks with sound judgment

  • Highly self-motivated with strong attention to detail

  • If you do not meet all the qualifications for this role, we still encourage you to apply, as we are always looking for diverse talent to join our growing team

What we offer:
A career that you define. Yes, we offer all the usual rewards and benefits - including medical, dental, vision, a wide variety of wellbeing offers, competitive salary, unlimited PTO, 401k with company match, paid volunteer days and more.

We provide an environment where new ideas are encouraged and celebrated, where people who want to have a real hand in our success thrive. We want people who want to make a difference - not just in the workplace, but in the industry and in the wider community.

About Howden Buffalo Inc

Howden Buffalo Inc is a manufacturer of air and gas handling equipment. The company offers a range of products including fans, blowers, compressors, and gas turbines. Howden Buffalo Inc serves a variety of industries including power generation, oil and gas, mining, and marine. The company was founded in 1854 and is headquartered in Milford, Ohio.
Learn more about Howden Buffalo Inc
Size
1,000 employees
Industry

Similar Jobs

More Jobs at Howden Buffalo Inc

More Finance & Insurance Jobs

Find similar VP, Transactional Risk, Tax jobs: