AVP, Mergers & Acquisition (M&A) Project Manager (Hybrid, US)
- Lead complex risk and insurance due diligence engagements for private equity transactions across a broad range of industries.
- Serve as a key client contact throughout the transaction lifecycle, providing consultative guidance and strategic recommendations.
- Contribute to enhancements to due diligence methodologies, reporting standards, and workflow efficiency to improve client outcomes and consistency of deliverables.
- Evaluate insurance programs, claims history, collateral arrangements, captive structures, and insurance-related financial exposures.
- Identify transaction-related risks and collaborate with internal and external advisors to develop effective solutions.
- Partner with brokers, coverage specialists, producers, client service teams, and M&A professionals to assess findings and craft risk management strategies.
- Deliver accurate, comprehensive, and actionable due diligence reports and executive-level presentations.
- Occasional travel as required
- Bachelor's degree in Risk Management, Finance, Accounting, Business, Insurance, or a related field.
- 7+ years of experience in the insurance industry, with significant experience supporting private equity, M&A, transactional risk, or due diligence engagements.
- Expertise in Property & Casualty insurance and specialty lines, including Cyber, Professional Liability, Financial Lines, Environmental, and Captive programs.
- Understanding of financial statements, accounting concepts, insurance-related financial analysis, and transaction structures.
- Strong ability to manage multiple complex engagements and deliver high-quality work within tight deadlines.
- Client-facing presence and ability to build credibility with senior stakeholders.
- Outstanding written, verbal, and presentation skills.
- Advanced proficiency in Excel, financial analysis, and report preparation.
- P&C preferred or ability to obtain within six months of hire
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