AlamatMarsh’s Private Equity and M&A Services (PEMA) practice is a dedicated global team focused on providing insurance, risk management, due diligence, and post-acquisition services to private equity firms, alternative investment firms, infrastructure funds, strategic investors, other financial sponsors, and their related investments.
Privet Equity and M&A Services is seeking candidates for the following position to be based in our New York Office (hybrid)
Privet Equity and M&A Portfolio Specialist
What can you expect?
Support client/fund Global Engagement Partner (GEP)/Senior Relationship Officer (SRO) and client team in execution of portfolio strategy for the key Private Equity firm clients and its portfolio companies.
Assist in developing strong relationships with senior management at the Private Equity firm and its portfolio companies as well as with the local Marsh service teams and broking teams.
Assist GEP/SRO in formulation and execution of sales initiatives within covered clients/funds
Successfully liaise with the local service teams as directed by GEP/SRO and fund service team
Monitor renewal process for all portfolio company clients
Assist team in providing the Private Equity firm and its portfolio companies with an annual stewardship report.
Help GEP/SRO to penetrate into the portfolio by generating new business opportunities for portfolio companies not presently serviced by Marsh
What is in it for you?
A company with a strong brand, with experience developing solutions for todays and tomorrow’s toughest challenges
A culture of internal mobility, diversity, inclusion, and collaboration
Employee Resource Groups which provide access to leaders, relevant volunteer and mentoring opportunities, and interactions with counterparts in industry groups and client organizations
Flexible work opportunities for work/life balance
Competitive pay and a full benefits package, starting Day 1 (Medical, Dental, Vision, Short- and Long-Term Disability and Life Insurance, Employee Stock Purchase program, and a generous paid time-off allowance); plus a fixed company contribution AND a company match on your 401k, after one year of service
We will count on you to:
Helps GEP/SRO and portfolio management team to develop strategy for a given portfolio program by setting goals, assuring service standards meet or exceed client expectations, and protecting the firm from Errors & Omissions (E&O).
Schedules and leads/participates in pre-renewal meetings for major portfolio companies and coordinates the renewal business with the local office service teams as well as with PEMA and specialty broker teams.
Identifies opportunities for loss cost reduction across the portfolio
Works with Private Equity fund SRO and CE to liaison with Private Equity fund clients to keep them apprised of portfolio company developments and general insurance market updates
Analyzes client and prospect research and industry issues to identify opportunities for collaboration across Practices, geographies and MMC companies
What you need to have:
Successful candidate should have at least 5 years of client management and insurance and risk management experience.
Exhibits solid strategic analysis, problem solving, issue resolution and decision-making skills.
General knowledge of core business consulting, processes, and methodologies. Proven ability to successfully manage projects of varying complexity.
Strong project management skills and ability to manage multiple projects
What makes you stand out?
Consulting experience within Insurance or Financial services desired
Understands business planning concepts.
General knowledge of core business consulting, processes and methodologies. Proven ability to successfully manage projects of varying complexity.
Marsh is the world’s leading insurance broker and risk adviser. With more than 45,000 colleagues operating in more than 130 countries, Marsh serves commercial and individual clients with data driven risk solutions and advisory services. Marsh is a business of Marsh McLennan (NYSE: MMC), the leading global professional services firm in the areas of risk, strategy and people. With annual revenue of over $20 billion, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses: Marsh, Guy Carpenter, Mercer, and Oliver Wyman. For more information, visit marshmclennan.com, follow us on LinkedIn and Twitter.
The applicable base salary range for this role is $88,300 to $188,400.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
