Managing Director, M&A Strategic Advisory

Marsh McLennan • Chicago, NY

1d • Hybrid

About The Position

In this role you will lead and expand our advisory and capital raising activities, driving strategic engagement with a broader range of smaller and mid-sized clients aligned with Guy Carpenter’s strategic goals. You will oversee origination and participation in diverse transactions across start-ups, MGAs, Insurtechs, Reciprocals, Regional, and Lloyd’s businesses in both primary and reinsurance markets, while leading advisory teams in London and New York to maintain a collaborative culture. This position will be based in either our Chicago or New York City office. This is a hybrid role that has a requirement of working at least three days a week in the office.

Requirements

• Bachelor’s degree or equivalent.
• 15+ years actuarial or insurance accounting or complex insurance product management experience that includes use of predictive modeling and/or capital modeling outputs.
• Engagement with insurance companies, program managers, reinsurers, and investment banks including evaluation of balance sheets, marketplaces, and portfolios.
• Actuarial accreditation, accounting or other insurance professional designation a benefit.

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

• Consult with insurers, capital providers, and internal leaders on market trends and insights, portfolio positioning, and capital solutions.
• Act as lead technical advisory (including discussions on profitability and capital) colleague on M&A discussions.
• Develop an understanding of the clients’ or target business strategic priorities, risk strategies and risk management needs and provides advice accordingly to successfully inform buy and sell side evaluations.
• Utilize risk expertise and knowledge of industry and insurance market place to review clients’ or targets' exposures and loss experience and develop insights to inform structuring of deals.
• Manage regulatory environments and licensing restrictions with FCA and SEC, especially post-Brexit.
• Lead and mentor advisory teams in London and 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.
• Project manage third-party service providers including legal counsel, actuarial firms, rating agencies, and other consultants.
• Support colleagues on ILS transactions and legacy solutions.

Benefits

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being
• health and welfare benefits
• tuition assistance
• 401K savings and other retirement programs
• employee assistance programs

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 5,001-10,000 employees