Private Equity Consultant advising on strategic priorities, risk strategies, and management needs in client due diligence. Building and maintaining relationships with private equity and other firms.
Responsibilities
Cultivate a deep understanding of clients’ strategic priorities, risk strategies, and risk management needs to advise on potential risks associated with transactions
Recognize typical business problems faced by clients and/or targets and leverage our service platform across all disciplines to provide effective solutions
Utilize substantial risk expertise and knowledge of the industry and insurance marketplace to review target company exposures and loss experience, developing solutions for moderately complex client needs
Prepare, deliver, and communicate due diligence reports to appropriate parties
Coordinate with clients’ other diligence advisors on findings or gaps in coverage that materially impact other workstreams
Partner with internal and external teams to negotiate and evaluate quotes from carriers, presenting evaluations and recommendations to clients
Build and maintain relationships with clients and target companies, serving as the primary point of contact for due diligence-related and deal needs throughout the transaction process
Develop relationships with private equity firms, law firms, accounting firms, investment banks, and financial institutions to leverage future business opportunities
Requirements
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
Strong communication and negotiation skills
Ability to build and maintain relationships with diverse stakeholders
BS/BA in business, management, insurance, or a related field (additional qualifications are a plus)
Professional qualification (Actuarial, ACA, ACCA, CFA, or equivalent)
Benefits
Medical, dental, vision, 401K benefits and more
The flexibility to work at home or an office, based on your discretion and schedule
Start with 20 days of paid time off
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
All the nitro cold brew coffee and sparkling water you can drink
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