PEMA Portfolio Manager

Marsh McLennanNew York, NY, US

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Private Equity M&A (PEMA) Practice Portfolio Manager

Marsh is seeking candidates for the following position : Private Equity M&A (PEMA) Practice Portfolio Manager . This role will be based in New York City or Boston, and it is a hybrid role with a requirement of working at least three days a week in the office.

The Portfolio Manager (PM) consults with private equity firms and alternative asset investor by advising them to evaluate acquisition targets, structure deals, and assess post-acquisition insurance programs. The PM makes an impact as a seasoned, professional individual contributor, ready to manage projects, work independently, help teammates thrive and collaborate with stakeholders across the company. The PEMA Portfolio Manager will serve as a "Super Client Executive", working with our global Private Equity clients, who own varying sized portfolio companies. Individual portfolios are typically 10 -30 portfolio companies.

Marsh'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.

We will count on you to :

Monitor implementation and execution of portfolio strategy for the Private Equity firm and its portfolio companies.
Act as the central point of contact for the Private Equity firm and its portfolio companies and successfully liaise with the local service teams
Monitor renewal process for all portfolio company clients
Provide the Private Equity firm and its portfolio companies with an annual stewardship report.
Manages the 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).
Leads client and prospect appointments and identifies and executes cross-selling opportunities with existing portfolio companies and new business opportunities within the private equity firm's portfolio
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.
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 :

P&C license or ability to obtain

10+ years insurance experience, private equity / mergers & acquisitions preferred

Bachelor's degree

Has strong written, oral and presentation skills to communicate at all levels of the organization.

What makes you stand out? :

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.

Strong analytical and conceptual skills, broad based project management experience and outstanding client focus.

Strong project management skills and ability to manage multiple projects.

Consulting experience within Insurance or Financial services desired.

Why join us :

A culture of internal mobility, diversity, and inclusion, in a collaborative environment

A company-wide emphasis on Corporate Social Responsibility - all colleagues receive 8 hours of paid time off for volunteering, with the option to join our organized group activities

Opportunities to get involved with resource groups, guest speaker lectures, career development events, volunteering, social activities, and more

Flexible work opportunities to ensure a healthy work / life balance

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Portfolio Manager • New York, NY, US