Project Manager, Private Equity and M&A Advisory

HUB International; Calgary; Hybrid; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Health benefits

Retirement savings matching

Paid time off

Parental leave

Wellbeing program

Job summary

HUB International is seeking a Project Manager for Private Equity and M&A Advisory to steer due diligence engagements from kickoff to final report. You will coordinate PE deal teams with HUB experts, translating insurance insights for executives across multiple industries.

This role demands strong quantitative/communication skills and prior M&A or insurance experience. A degree is required and candidates should thrive in a deal-driven environment.

Qualifications

• Strong analytical and written communication skills for translating concepts to executives.
• 3+ years of commercial P&C insurance experience with knowledge of property, casualty, and specialty lines.
• Experience working with or alongside private equity firms, investment banks, or deal advisors is a plus.

Responsibilities

• Manage commercial insurance due diligence engagements from kickoff through final report.
• Analyze P&C programs for coverage adequacy, exposures, and pricing benchmarks.
• Prepare and present due diligence reports for PE clients, acquirers, and deal advisors.
• Coordinate with HUB specialty and industry experts on complex coverage areas.
• Collaborate with HUB's Employee Benefits due diligence team on shared engagements.
• Interact with target company management and C-suite to gather information.

Skills

Analytical skills

Written communication

Deal teams communication

Project management

Education

Bachelor's degree

Job description

**A path for every ambition.**At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.We're creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another's success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.Whether you're starting out or leveling up, you'll find the resources to evolve, the support to take on more and a team ready to back you at every stage.Your ambition has a home here.At **HUB International**, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence.HUB is one of the largest global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.**About The Role:**HUB International's Private Equity and M&A practice serves as a trusted advisor to private equity firms, family offices, and strategic acquirers actively engaged in the M&A market. We partner with clients at every stage of the deal cycle, from initial diligence through post-close management and eventual exit, helping them understand and manage the insurance implications of their acquisitions. This role sits at the center of our pre-close advisory work.As an Project Manager, Private Equity and M&A Advisory, you will serve as the primary point of contact and process lead on engagements, managing the full due diligence process from kickoff through final report. You will coordinate directly with PE deal teams, strategic acquirers, and target company executives while drawing on HUB's national network of specialty coverage experts to deliver a comprehensive picture of the target's insurance program. No two deals look alike. You will guide clients through findings spanning businesses in manufacturing, healthcare, telecommunications, specialty finance, and more, translating complex risk into clear, actionable guidance under real transaction timelines.This is a role for a highly organized, commercially minded professional who thrives in a fast-paced environment, communicates confidently with senior stakeholders, and knows how to lead a process by bringing the right experts to the table at the right time.**Responsibilities:*** Manage commercial insurance due diligence engagements from kickoff through final written report, running multiple projects simultaneously across different industries and transaction structures* Analyze P&C insurance programs for coverage adequacy, uncovered exposures, and pricing benchmarks relative to industry peers* Prepare and present written due diligence reports for PE clients, corporate acquirers, and deal advisors* Coordinate with HUB specialty and industry experts to address complex or niche coverage areas* Collaborate with HUB's Employee Benefits due diligence team on shared engagements, ensuring clients receive a unified and complete picture across all diligence workstreams.* Communicate directly with target company management and C-suite executives to collect and clarify diligence information* Review and interpret financial statements and risk management programs of target companies* Support ongoing client relationship management with PE firms and repeat acquirer clients**Requirements:*** Strong analytical and written communication skills with the ability to translate technical insurance concepts for deal teams and executives who are not insurance professionals.* 3 or more years of commercial P&C insurance experience with working knowledge of property, casualty, and specialty lines.* Highly organized with the ability to manage multiple concurrent engagements under competing deadlines without losing attention to detail.* A resourceful, self-directed professional who takes ownership of engagements and drives them forward without waiting to be told the next step.* Prior M&A or transaction-related insurance experience is a plus.* Direct experience working with or alongside private equity firms, investment banks, or deal advisors is an advantage.* Adaptable to a deal-driven, irregular workflow.* Comfortable adopting new technology and AI tools to work more efficiently and deliver better outcomes.* Bachelor's degree required.**JOIN OUR TEAM****HUB International**, you will be part of a community of learners and doers focused on our Core Values: entrepreneurship, teamwork, integrity, accountability, and service.**What we offer you**We invest in your growth. HUB offers structured training, licensing support and ongoing development opportunities designed to accelerate your career.* Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plans* Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance* A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career* Inserted bullet information here**The HUB difference**HUB International is one of North America's largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada - through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [e-mail]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.**Hola, ¡SOMOS HUB!**En un mundo que cambia constantemente, apoyamos y guiamos a negocios e individuos a prepararse para lo inesperado. Cuando te unes a nosotros estás rodeado de una red de expertos que te ayudarán a alcanzar tus metas, desde servicios de manejo de riesgo, manejo de reclamaciones y apoyo en cumplimiento. Esto te dará la tranquilidad mental de que las cosas que te importan más, estarán bien protegidas, a través de nuestra impecable asesoría y soluciones de seguros personalizadas que te proveerán mayor control y seguridad.**SOBRE HUB INTERNATIONAL**Nuestras Oficinas Corporativas tiene como sede la ciudad de Chicago en Illinois,Hub International Limited (Hub) es un corredor líder global que provee servicios y productos en Propiedad y Contingencia, Vida y Salud, Beneficios a Empleados, Manejo de Riesgo e Inversión. Tiene Oficinas localizadas a través de todo América del Norte.La extensa y amplia red de especialistas de HUB proveen tranquilidad mental en lo que más importa, protegiendo