Private Equity Advisor

About Marsh McLennan Agency

Marsh McLennan Agency is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. We are consistently recognized as a top workplace, attracting and retaining 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.

As a Private Equity Advisor on the Private Equity Services team, you will:

• Develop a comprehensive understanding of clients  strategic priorities, risk strategies, and management needs to effectively advise on transaction-related risks.
• Identify common business challenges faced by clients and targets, utilizing our robust service platform to provide tailored solutions.
• Leverage your extensive risk expertise and industry knowledge to analyze target company exposures and loss experiences, crafting solutions for moderately complex client needs.
• Prepare and communicate detailed due diligence reports to all relevant parties.
• Collaborate with clients  diligence advisors regarding findings or coverage gaps that could impact other work streams.
• Work alongside internal and external teams to negotiate and assess quotes from carriers, presenting evaluations and recommendations to clients.
• Build and maintain strong relationships with clients and target companies, acting as the primary point of contact for due diligence and deal-related requirements throughout the transaction process.
• Establish connections with private equity firms, law firms, accounting firms, investment banks, and financial institutions to explore future business opportunities.

We would love to connect with you if your professional background includes:

• Experience in an insurance brokerage setting with corporate and/or global accounts.
• 3+ years of experience in Due Diligence or Private Equity roles or demonstrated experience in supporting clients with M&A in an insurance context.
• Excellent communication and negotiation skills.
• Proven ability to cultivate relationships with a diverse range of stakeholders.

Additional qualifications that are beneficial, but not mandatory:

• Bachelor’s degree in business, management, insurance, or a related field.
• Professional qualifications such as Actuarial, ACA, ACCA, CFA, or equivalent.
• In-depth knowledge of investment manager operations and market participants.

We recognize there are exceptional candidates who may not meet every requirement. If you feel close to qualifying, we would be very interested in meeting you.

Recognized for a positive workplace culture, our colleagues thrive in an environment that promotes creativity along with personal and professional growth. Some of the benefits our colleagues appreciate include:

• Medical, dental, and vision benefits, along with 401K plans.
• Flexible work options to collaborate remotely or in the office at your discretion.
• 20 days of paid time off to start.
• A paid day off for volunteering and company-organized volunteer opportunities.
• Up to $1,000 per year in matching charitable donations.
• Up to $750 per year in wellness rewards.
• Unlimited access to nitro cold brew coffee and sparkling water.
• A culture that values appreciation among co-workers.

At Marsh McLennan Agency, we have built an award-winning culture by meeting our colleagues where they are, celebrating their differences, and fostering an inclusive environment. We are dedicated to creating a workplace where everyone feels welcomed and valued, and where diverse perspectives and opinions are not only embraced but actively sought out.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

To learn more about a career at MMA, visit our careers page or explore our recruiting materials.

Follow us on social media to meet our colleagues and discover more about our culture.

#MMAMW

The applicable base salary range for this role is $86,600 to $161,500. The final base pay will be determined based on individual factors such as experience, skills, training, location, certifications, education, and minimum wage requirements. Additional performance-based incentives may apply. We are proud to offer a competitive total rewards package including health and welfare benefits, tuition assistance, 401K savings, retirement programs, and employee assistance programs.