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.    

About the PEMA Practice

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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Marsh, a business of Marsh McLennan (NYSE: MMC), is the world’s top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

The applicable base salary range for this role is $140,700 to $299,600.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.