Private Equity Consultant

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Job description

About Marsh McLennan Agency Midwest
Marsh McLennan Agencys Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistently recognized as a top workplace, attracting and retaining its insurance talent by rewarding expertise and investing in career development. Colleagues enjoy an award-winning culture that fosters a highly productive and results-driven working environment.

Private Equity Consultants provide a highly desirable service to clients and prospects of Marsh McLennan Agency. This individual will function as a lead advisory colleague in helping clients with insurance due diligence in a M&A transaction. The Private Equity Consultant will proactively help clients understand and address all complex business risks and financial implications as it relates to business insurance ahead of close.

Thought Leadership

Cultivate a deep understanding of the clients business strategic priorities, risk strategies, and risk management needs to advise the client on any potential risks associated with the transaction

Understand the client and/or target industry niche served, recognize the typical business problems faced by clients and/or targets and how our service platform across all disciplines provides solutions to those issues

Utilize substantial risk expertise and knowledge of industry and insurance marketplace to review target companys exposures and loss experience to develop solutions for moderately complex client needs, including recommending additional products and services as solutions to be implemented at time of close

Prepare and deliver due diligence reports to appropriate parties

Effectively communicate due diligence findings and coverage solutions to the client throughout the diligence process

Coordinate with clients other diligence advisors on any findings or gaps in coverage that materially impact other workstreams

Partner and coordinate with internal and external teams to receive, negotiate, and evaluate quotes from carriers and present the evaluations and recommendations to the client

Participate in presentations to prospective clients as it relates to any diligence findings

Build and maintain relationships with clients and target companies and is the primary point of contact for due diligence related and deal needs throughout the transaction process

Maintain proactive awareness of industry and how changes in the insurance industry, the economy, and legislation impact clients their portfolio companies, and any potential acquisitions

Help establish and build the Private Equity Merger and Acquisition team

Mentor and coach junior staff members and Private Equity Analyst(s)

Develop and nurture relationships with private equity firms, law firms, accounting firms, investment banks, and financial institutions with an aim of leveraging these into future business opportunities

Active internal communication to keep abreast of changing risk and insurance market condition

Liaise with internal practices to implement insurance placements

Represent Marsh McLennan Agency in client and insurance industry through visible writing, speaking, and networking engagements

Advocate for changes and additions to our service platform that increase the value created for our clients, add barriers to exit, and follow our strategic direction

Create and Cultivate Relationships

Relate well to all kinds of people, up, down, and sideways, inside and outside the organization; build appropriate rapport; build constructive and effective relationships, use diplomacy and tact; can diffuse even high-tension situations comfortably

Negotiate skillfully in tough situations with both internal and external groups; can win concessions without damaging relationships; can be direct and forceful as well as diplomatic; gains trust quickly of other parties to the negotiations

Required

Experience at an insurance brokerage with corporate and/or global accounts

3+ years of experience in a Due Diligence/Private Equity role, or demonstrated experience with clients considering M&A in an insurance broking context

Proven track record for accomplishing specific tasks

Preferred

BS/BA in business, management, insurance, or related field

Professional qualification (Actuarial, ACA, ACCA, CFA or equivalent)

In depth understanding of investment manager operations and market participants

Knowledge of operational risk frameworks across asset classes, including equity and fixed income, hedge funds, fund of funds, private equity, private debt, real estate, and infrastructure

General understanding of EBITDA and corporate financial statements

A Great Place to Work. A Great Place to Perk.

Recognized for workplace culture by the likes of Fortune Magazine, The Chicago Tribune and more, our colleagues enjoy an environment that fosters creativity as well as individual and organizational growth. A small sampling of the benefits our colleagues enjoy include:

Medical, dental, vision, 401K benefits and more

The flexibility to work at home or an office

A paid day off to volunteer and company-organized volunteer events

Up to $1,000 per year in matching charitable donations

Up to $750 per year in wellness rewards

A company-wide mentality that you can never appreciate your co-workers too much

Who You Are is Who We Are

MMA Midwest has created an award-winning culture largely due to meeting our colleagues where they are, celebrating their differences and building an inclusive environment. We challenge ourselves to create a workplace where our colleagues feel not only welcomed, but feel they belong; where we not only embrace diverse perspectives and opinions but seek them out; and where we ask not how a colleague fits our culture, but what they add to it.

Marsh McLennan and its affiliates are EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.

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