Private Equity Portfolio Manager

WTW • New York, NY

1d

About The Position

The WTW Alternative Asset Insurance Solutions (AAIS) group provides a full
spectrum of commercial insurance, employee benefits and transactional services
for private equity firms and their portfolio companies. The AAIS engagement with
a client begins with due diligence support in evaluating the costs, liabilities
and exposures of potential acquisitions. After close, WTW manages the portfolio
company’s insurance program through the private equity firm’s hold period and
beyond. This senior level position supports AAIS Producers by overseeing the
entire lifecycle of a portfolio company from initial engagement, conversion of
the portfolio company to a WTW client, management of the portfolio company
programs post-closing, and supporting post-closing placement and ongoing
operational needs. This senior level role is critical to the stewardship of our
key private equity relationships.

The Role – Private Equity Portfolio Manager

Responsibilities

• Support our AAIS team in overseeing and managing key private equity client and prospect relationships.
• Manage transition of target company from initial engagement through M&A due diligence and transaction close, ensuring a smooth transition at each step.
• Responsible for liaising with WTW service teams to ensure the implementation of the portfolio strategy post-closing including adherence to a culture of responsiveness and high-caliber deliverables.
• Ensure continuous support and stewardship of key private equity clients including monitoring portfolio company renewals, large claims, integration of add on deals, material changes in business and annual stewardship reporting.
• Monitor, aggregate, and present data analytics information internally and externally to meet accountability requirements of our private equity clients.
• Provide recommendations on products and services relevant to our private equity clients and drive new business opportunities for portfolio companies not already clients of WTW
• Ensure that client engagement, contract formation and service delivery processes are fully compliant with Group policies across all territorial, legal and regulatory domains
• Serve as a strong role model and influence on others for best Client Advocate practices

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1-10 employees