Winged Keel Group · 3 hours ago
Financial Analyst
Boston, MA
Full-time
Onsite
Mid Level
3+ years expWinged Keel Group is the premier national high-end life insurance platform, specializing in various life insurance portfolios. The Life Insurance Financial Analyst will create presentations to assist clients in decision-making regarding their life insurance portfolios and support Client Relationship Managers with data and compliance-related tasks.
BankingFinancial ServicesVenture Capital
Responsibilities
Gather data from Client Relationship Managers, insurance carriers, legal resources, professional advisors, etc
Support models of the strategies utilized to fund estate planning life insurance structures
Illustrate the full spectrum of life insurance and annuity products for major life insurance carriers
Support model strategies utilized to fund life insurance in a gift tax efficient manner
Ability to apply the income tax attributes of life insurance, and illustrate how to utilize those attributes to enhance after tax returns through a variable universal life or private placement life insurance policy
Prepare detailed Excel and PowerPoint presentations for clients and advisors
Follow compliance regulations around presenting information related to securities transactions
Communicate complex financial information in a clear and concise manner, either written or verbally
Support transition of each sold case beyond design, into the implementation group (Underwriting), and finally to the administration group (Client Service)
Model compensation data on products sold to provide to the Finance Department
Model alternatives for optimizing the performance of existing life insurance portfolio
Qualification
Required
A minimum of 3 year's experience in the life insurance industry
Advanced proficiency in Microsoft Excel (Must be proficient in Vlookups, If/Then formulas, Goal Seek, Conditional Formatting, NPV, and IRR)
Superior financial math aptitude with the ability to perform advanced number crunching
Strong ability to understand, evaluate, and present technical and analytical information in a concise and clear manner
Ability to work effectively with senior management and Principals
Advanced proficiency in Microsoft PowerPoint and Word
Strong presentation skills
High attention to detail
Effective listener and communicator
Ability to prioritize and meet deadlines in a fast-paced sales / entrepreneurial environment
Ability to work well both independently and in a team environment
Critical reviewer and creative thinker
Preferred
Bachelor's in Economics or Finance
Understanding of technical aspects in life insurance strategies
Knowledge of life insurance products, tax laws, and estate planning
Benefits
Eligible for annual profit sharing bonus
Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits.
Company
Winged Keel Group
Winged Keel Group is a financial services company specializing in structuring and administration of insurance portfolios.
51-200 employees
H1B Sponsorship
Winged Keel Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (2)
2021 (5)
Funding
Current Stage
Growth StageTotal Funding
unknown2025-01-13Acquired
Recent News
Morningstar.com
2025-09-29
Company data provided by crunchbase