Talent.com
Transactional Advisor - Project Manager

Transactional Advisor - Project Manager

Marsh McLennanMiami, FL, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Job Title : Risk Management Due Diligence Specialist

Company : Marsh

We are seeking a talented individual to join PEMA team at Marsh. The role will be based in Miami. This is a hybrid role that has a requirement of working at least three days a week in the office.

Private Equity and M&A Services (PEMA), a boutique practice within Marsh, is the leading provider of risk management advisory services to private equity investors and corporate clients contemplating a merger or acquisition. PEMA employs Marsh's global platform to deliver innovative, creative and non-traditional uses of risk transfer and insurance capital management. We provide these services seamlessly utilizing a dynamic team of dedicated, highly experienced specialists.

Purpose : Works as a relationship manager to conduct risk management due diligence for private equity and strategic buyers and sellers. Works with corporate client deal teams to facilitate transactions. Manages leveraged purchasing of insurance for key private equity firms and their portfolio companies. Oversees various Marsh resources and Marsh's work with underwriters to ensure quality programs and services.

Due Diligence Project Management : Direct team of risk management product line specialists in reviewing transaction specific exposures, analyzing coverage, actuarial assessment of outstanding and projected self-funded costs, identifying potential uninsured hidden liabilities and estimating pricing for recommended coverages, transaction specific coverages and post-close coverages. Draft and deliver due diligence reports and oversee new and renewal risk management programs.

What can you expect?

  • Conduct an overall evaluation of target companies existing and historical insurance programs and determine if coverages are appropriate or if additional coverages should be considered post-close.
  • Identify risk and insurance related-issues that may impact transaction value.
  • Project estimated annual cost of risk for a target company's insurance program on a post-closing basis and provide a comparison of such against prior year costs.
  • Identify current insurance-related outstanding liabilities and determine if an adjustment to balance sheet may be warranted.

What is in it for you?

  • Gain exposure to key stakeholders and have the ability to make strong business connections.
  • An opportunity for long-term growth within a dynamic and growing business unit.
  • Exceptional benefits, great time off and additional benefits that come with working at Marsh.
  • We will count on you to :

  • Assist and support Senior Client Advisors on all areas of due diligence projects
  • Assist in analyzing claims data and loss projections of the target business, and identify any potentially problematic trends / patterns.
  • Review litigation history. Ensure all relevant claims have been properly tendered to applicable insurer.
  • Assist in the review draft purchase and sale agreements.
  • Assist with recommendations with respect to pre and post-closing coverage for Directors & Officers liability.
  • Assists in providing a written report summarizing Marsh PEMA's analysis, advice and recommendations
  • What you need to have :

  • 8+ years P&C insurance experience, PEMA experience highly preferred
  • P&C License required or to be obtained
  • Bachelor's Degree in related field
  • What makes you stand out :

  • Bilingual (English / Spanish) is a plus
  • Knowledge of client risk issues and experience in the management of large, complex transactions and experience in a client-facing role.
  • Ability to network with clients, colleagues, insurance carriers and prospects
  • serp_jobs.job_alerts.create_a_job

    Project Manager • Miami, FL, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Product Manager - TMS

    Product Manager - TMS

    Courier Network Inc.Miami Beach, FL, US
    serp_jobs.job_card.full_time
    The TMS Product Manager is responsible for maintaining and communicating the vision of what should be built to the development team. The candidate will define and prioritize deliverables in the team...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Level - CRE Capital Advisor

    Senior Level - CRE Capital Advisor

    Eyzenberg & CompanyMiami, FL, US
    serp_jobs.job_card.full_time
    Eyzenberg & Company is a national commercial real estate capital advisory firm specializing in.JV equity, ground leases, C-PACE, and Co-GP. We operate nationally and are recognized for our sophi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Project Manager

    Project Manager

    JobSquad Staffing FloridaMiramar, FL, US
    serp_jobs.job_card.full_time
    We are seeking a highly organized and detail-oriented Project Manager to join our client, growing nutraceutical manufacturing company. This role is responsible for managing all aspects of the projec...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Client Advisor, WM Advisory

    Client Advisor, WM Advisory

    Northern TrustMiami, FL, US
    serp_jobs.job_card.full_time
    Client Advisor, Wealth Management Advisory.Foundation and Institutional Advisors (FIA) is a dedicated national practice within Northern Trust exclusively serving nonprofits, endowments, and ERISA c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Client Advisor - Coral Gables

    Client Advisor - Coral Gables

    Tiffany & Co.Miami, FL, US
    serp_jobs.job_card.full_time
    Focus on the core content of the job post, removing all extra metadata, navigation mentions, and redundant headers.Keep the formatting beautiful and clean, with a high signal to noise ratio.serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Wealth Advisor

    Wealth Advisor

    StaffingMiami, FL, US
    serp_jobs.job_card.full_time
    A fast-growing, publicly traded, diversified financial services company, our advisors benefit from a nationally competitive platform. You'll have access to wide-ranging, in-house capabilities includ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Wealth Advisor Partner

    Wealth Advisor Partner

    Wisepath GroupMiami, FL, US
    serp_jobs.job_card.permanent
    serp_jobs.filters_job_card.quick_apply
    Wealth Advisor – Build Your Practice on an Industry-Leading RIA & BD Platform Why Join Us?.At Wisepath Financial Group , we equip elite advisors with the freedom of an independent model, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Multilingual Lending Advisor

    Multilingual Lending Advisor

    OneMain FinancialMiami, FL, US
    serp_jobs.job_card.full_time
    At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses.In this role, our team me...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Assistant Project Manager

    Assistant Project Manager

    Pirtle Construction CompanyFort Lauderdale, FL, US
    serp_jobs.job_card.full_time
    Pirtle is one of Florida’s premier builders, with over $250 million in yearly revenue.The company specializes in constructing public facilities, including schools, public safety, municipal pr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Keyholder

    Keyholder

    MANGOMiami Beach, FL, US
    serp_jobs.job_card.full_time
    We are in 118 countries and our online presence extends to more than 85 countries.Our team is made up of people of 112 nationalities. In our team, we are proactive and dynamic, with communication sk...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Remote Finance Advisor - AI Trainer

    Remote Finance Advisor - AI Trainer

    Data AnnotationHallandale Beach, Florida
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Remote Finance Director - AI Trainer

    Remote Finance Director - AI Trainer

    Data AnnotationHomestead, Florida
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Project Manager

    Project Manager

    The Vertex Companies, LLCMiami, FL, US
    serp_jobs.job_card.full_time
    The Vertex Companies, LLC (VERTEX) is a global $150M professional services firm that offers integrated forensic consulting, expert witness services, construction project advisory, and compliance an...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Remote Financial Planner - AI Trainer

    Remote Financial Planner - AI Trainer

    Data AnnotationMiami Beach, Florida
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Sales Development Representative

    Sales Development Representative

    GDS GroupMiami Beach, FL, US
    serp_jobs.job_card.full_time
    Role : Sales Development Representative.Location : Miami, South Beach (onsite role).Salary : $65,000 - $75,000 (uncapped commission $100K - $120K). GDS Group is a global B2B solution provider of insight,...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Outside Sales Representative

    Outside Sales Representative

    PursuitHomestead, FL, US
    serp_jobs.job_card.full_time
    Hiring : Outside Sales Representative – Commercial New Construction (Hunter Role!).Our client, the nation’s leading commercial landscaping partner, is expanding their team!.F31F;They don...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Transaction Advisory Services Director

    Transaction Advisory Services Director

    AprioFort Lauderdale, FL, US
    serp_jobs.job_card.full_time
    Transaction Advisory Services Director.Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Philippines and more than 2,100 team members that speak 60+ languages a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    J.P. Morgan Wealth Management - Private Client Advisor - Greater Northeast Miami

    J.P. Morgan Wealth Management - Private Client Advisor - Greater Northeast Miami

    JPMorganChaseMiami, FL, US
    serp_jobs.job_card.full_time
    Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days