Private Equity Analyst
MMC

Job Info

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About Marsh McLennan Agency Midwest
Marsh McLennan Agency's Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistently recognized as a top workplace, attracting and retaining its insurance 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.

The Private Equity Analyst performs tasks essential in supporting the Private Equity Consultants execute on financial and risk analysis and help coordination with internal teams to ensure smooth operations and client service. The Private Equity Analyst will ensure every step of the due diligence project is on schedule and thoroughly competed.

THOUGHT LEADERSHIP

• Understand the client and/or industry niche(s) served, recognize the typical business problems faced by clients and/or targets and how our service platform across all disciplines provides solutions to those issues
  
• Maintain proactive awareness of industry and how changes in the insurance industry, the economy, and legislation impact clients, their portfolio companies, and any potential acquisitions
  
• Support Private Equity Consultants with daily tasks needed throughout the diligence process such as data collection, status updates, and financial and risk analysis as well as coordination with internal sales and service teams
  
• Collaborate with Private Equity Consultant for the evaluation, determination, and recommendation of alternative coverage, pricing options, and policy changes based on economic analysis, potential exposure, and industry standards
  
• Maintain quality service standards and organization to assure timely completion of tasks both internally and externally
  
• Research and remain abreast of the dynamic, competitive insurance environment, new and complex insurance projects, and constantly changing legislation that governs business
  
• Work with internal departments to ensure cohesiveness and timeliness of service execution
  
• Manage time effectively to prioritize workload, client service requests and service parameters on business processes
  

DATA AND PROCESS INTEGRITY

• Accurately maintain complete due diligence project files including the targets' documentation received in diligence including policy information, deal documents, and correspondence
  
• Achieve desired levels of data completeness and process integrity by consistently meeting activity timelines, quality metrics and goals
  

PEER RELATIONSHIPS

• Participate in scheduled meetings with clients, target companies, and the broader Private Equity Services team to discuss deals and project updates.
  
• Communicate effectively with Private Equity Consultants and provides timely and complete information to allow them to complete their deliverables and efficiently manage their processes and workload
  
• Develop successful and effective working relationships with Producers, Account Executives, Client Service Representatives, service team members, managers, and members of other departments
  

REQUIRED:

• 1+ year experience at an insurance brokerage and/or with global accounts
  
• Proven track record for task follow-through
  

PREFERRED:

• BS/BA in business, management, insurance, or related field
  
• Prior experience in a Due Diligence/Private Equity role, or demonstrated experience with clients considering M&A in an insurance broking context
  
• Intermediate skill level in Microsoft Office Suite
  

A Great Place to Work. A Great Place to Perk.

Recognized for workplace culture by the likes of Fortune Magazine, The Chicago Tribune and more, our colleagues enjoy an environment that fosters creativity as well as individual and organizational growth. A small sampling of the benefits our colleagues enjoy include:

• Medical, dental, vision, 401K benefits and more
• The flexibility to work at home or an office
• 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
• A company-wide mentality that you can never appreciate your co-workers too much
  

Who You Are is Who We Are

MMA Midwest has created an award-winning culture largely due to meeting our colleagues where they are, celebrating their differences and building an inclusive environment. We challenge ourselves to create a workplace where our colleagues feel not only welcomed, but feel they belong; where we not only embrace diverse perspectives and opinions but seek them out; and where we ask not how a colleague fits our culture, but what they add to it.

#MMAMW

This job has expired.