VP, Transactional Risk, Tax

At DUAL North America, our core values dictate how we live and work. We are a group with independence and people at its heart and we are a home for talent with a unique culture: the biggest small company in the world. The focus on being a People First business has always been at the very heart of the Group; Our vision was to create an independent business with a unique culture and one that would survive and thrive as a business controlled by the people working for it.

And finding the most talented and entrepreneurial people to join the Group has been and will continue to be key. 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.

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.

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.

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.

EEO Statement: We consider our people our chief competitive advantage and as such we treat colleagues, candidates, clients, and business partners with equality, fairness, and respect. DUAL North America provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

benefits

and privileges of employment. Howden began in 1994, as just three people and a dog. Now there are 23,000 of us, and we're a leading global insurance group, managing $37bn of premiums for our clients.

Our largest shareholder group is us – the people who work in the business – supported by three long-term, minority growth-equity partners who share our vision to build a business to last, one that will never be sold. The owner's mindset is something that's embedded in our culture; our people readily take ownership of their decisions, their actions, and their outputs. They’re invested in every sense.

And we all know that by working together to drive the business forward, everyone will benefit from the extraordinary results we can achieve.