Insurance Investment Banking Managing Director

Marsh McLennan•New York, NY

3d•$228,700 - $381,300•Hybrid

About The Position

Guy Carpenter is seeking an experienced Insurance Investment Banking Managing Director to join the Capital & M&A team at Marsh Re in New York. The Managing Director will lead and expand M&A advisory and capital-raising activities, driving strategic engagement with mid- and large-sized clients in alignment with Marsh Re’s strategic goals. The role oversees origination and participation in transactions across P&C carriers, MGAs, mutuals, insurtechs, and start-up businesses in primary and reinsurance markets, and leads advisory teams in New York to maintain a collaborative culture. The position assesses, structures, and executes M&A and capital-raising transactions, including buy-side and sell-side deals, joint ventures, and new company formations. It also develops investor coverage, presents strategic and financial analyses to senior insurance and reinsurance clients, manages third-party service providers, navigates potential conflicts with broking businesses, and supports colleagues on ILS/sidecar transactions and legacy solutions. International travel may be required. The position is based in New York and follows Marsh’s hybrid work model. Colleagues are expected to work in their local office or onsite with clients at least three days per week. The applicable base salary range is $228,700 to $381,300, and the role may also be eligible for performance-based incentives.

Requirements

At least 15 years of insurance capital-raising and M&A advisory experience, including new company formation, strategic advisory, and M&A execution.
Bachelor’s degree or equivalent.
Expertise in analytical and regulatory requirements of securities transactions, with a proven track record of successful M&A and capital-raising projects.
Strong financial and analytical skills, including M&A modeling, financial impact analysis, and insurance accounting.
Extensive pre-existing network and excellent reputation across global (re)insurance and capital markets.
Excellent interpersonal and communication skills, with experience advising C-suite executives and collaborating across departments.
Ability to travel internationally as required.

Nice To Haves

Experience leading teams and working closely with internal stakeholders in a highly commercial environment.
Entrepreneurial, strategic, and commercial mindset, with the ability to innovate and adapt to dynamic market changes.
Experience in M&A and capital raising specifically within the insurance sector.

Responsibilities

Lead and expand M&A and strategic advisory and capital-raising activities, increasing engagement with a broader base of mid- and large-sized companies.
Originate and participate in transactions involving P&C carriers, MGAs, mutuals, insurtechs, and start-up businesses across primary and reinsurance markets.
Develop and implement strategic plans to broaden Marsh Re’s investor coverage to include sovereign wealth funds, pensions, endowments, family offices, private equity, hedge funds, and asset managers.
Lead and mentor advisory teams in New York, fostering a close, collegiate, and collaborative culture.
Navigate potential conflicts with broking businesses through high-level communication and stakeholder management.
Assess, structure, and execute M&A and capital-raising transactions, including buy-side and sell-side deals, joint ventures, and new company formations.
Present strategic and financial analyses to senior insurance and reinsurance clients.
Project-manage third-party service providers, including legal counsel, actuarial firms, rating agencies, and other consultants.
Support colleagues on ILS/sidecar transactions and legacy solutions.