Associate Equity Debt Analyst

Job Title: Associate Equity & Debt Analyst

Department: Finance Capital Markets

Reports To: Finance Manager

Location: Hybrid (onsite 4 days; 1 day remote each week) at our Studio Park Corporate HQ in Grand Rapids MI

About Acrisure

A global fintech leader Acrisure empowers millions of ambitious businesses and individuals with the right solutions. Bringing cuttingedge technology and toptier human support together it connects clients with customized solutions across a range of insurance reinsurance payroll benefits cybersecurity mortgage services and more.

In the last eleven years Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19000 colleagues in 21 countries. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation client centricity and an indomitable will to win.

This is an exciting opportunity to join our team and immediately make an impact on the overall success of the company. If you are interested in collaborating with good people who celebrate entrepreneurialism and work with commonality of purpose Acrisure is the place for you.

Job Summary

This is an exciting opportunity in Acrisures Finance department to join our Capital Markets team and immediately make an impact on the overall success of the company. Responsibilities include directly supporting the equity issuance process debt and equity compliance and shareholder relations. This position works in partnership with all members of the Capital Markets team and Acrisures shareholders.

Responsibilities

• Create new shareholder records using equity cap table software

• Issue new equity prepare dividend accrual calculations and support in preparation of the monthly equity cap table

• Prepare and support periodic shareholder communications

• Document and maintain internal controls for equity issuances

• Monitor and prepare quarterly debt compliance certificates and maintenance of periodic debt payments

• Prepare investor audit confirmations

• Support Capital Markets team during debt and/or equity capital capital raises through due diligence preparation drafting of offering documents creation of presentations and other workstreams

This description is not meant to be allinclusive and may be modified from time to time at the discretion of management.

Requirements

The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education/Experience

• Bachelors degree in Business ideally with a major in Finance or Accounting

• 03 years of experience in Treasury Finance or Accounting

• Years of prior experience may influence level of analyst role

Competencies

• Strong attention to detail

• Strong analytical problemsolving and decisionmaking skills

• Effective written and verbal skills used to communicate with internal and external stakeholders perform detailed analysis and prepare presentations

• Highly responsible and accountable; takes ownership of projects from start to finish

• Strong interpersonal skills with business financial and operational acumen

• Perform detailed analysis while understanding the implications to the big picture

• A desire and passion to continuously improve finance deliverables

• Build and maintain trust and work with confidential data and projects with discretion and professionalism

• Positive attitude desire to learn selfmotivated and effective team player

Technical Skills

• Advanced Microsoft Excel skills

• Demonstrated strong proficiency with other Microsoft Office tools e.g. PowerPoint Word Teams

• Ability to work between multiple bestinclass cloudbased solutions

Benefits & Perks

• Competitive compensation

• Industry leading healthcare

• Savings and investments

• Charitable giving programs

• Offering hybrid work option

• Opportunities for growth

• Parental leave

• Generous time away

Making a lasting impact on the communities it serves Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Childrens Hospital in Grand Rapids Michigan UPMC Childrens Hospital in Pittsburgh Pennsylvania and Blythedale Childrens Hospital in Valhalla New York.

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisures property and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Acrisures Human Resources Talent Department.