Project Manager - Insurance Due Diligence

Aon; Milano; In loco; EUR 45.000 - 70.000; Tempo pieno

Descrizione del lavoro

A global professional services firm in Milan is seeking a Project Manager for Insurance Due Diligence. The role involves managing due diligence processes, preparing proposals, and coordinating with legal teams. Ideal candidates should excel in communication, possess strong analytical skills, and have a basic understanding of M&A procedures. This position offers a dynamic environment with opportunities for cross-selling services.

Competenze

• Proven experience in project management with insurance due diligence.
• Understanding of transaction liability solutions like W&I and LBO.
• Ability to manage legal documentation relevant to projects.

Mansioni

• Manage insurance due diligence processes and client assessments.
• Prepare consulting proposals and respond to RFPs.
• Coordinate with legal teams on project documentation.
• Conduct project management with confidential information.
• Interact with teams and advisors internationally.

Conoscenze

Excellent written and spoken English

Collaborative mindset and teamplay attitude

Strong analytical skills

Ability to work on multiple projects

Basic understanding of M&A procedures

Basic market knowledge in insurance programs

Client-facing interactions

Descrizione del lavoro

Overview

Project Manager - Insurance Due Diligence

Purpose of Role_

A Project Manager practitioner with passion and enthusiasm, willing to develop technical skills and knowledge.

Responsibilities

• Responsibility for the project management of insurance due diligence process, amongst others client assessment, report writing, data room review, Q&A sessions, and advisory on risk and insurance related issues, including transaction liability solutions (M&A insurance, such as W&I, LBO, etc.).
• You will be in charge of supporting the Insurance Due Diligence process from beginning to end.
• Prepare proposals for consulting services and / or responses to RFPs.
• Manage, prepare and coordinate with the legal team the legal documentation of the project (NDA, Engagement Letter, Release letter, etc.).
• Conduct project management work with short deadlines and strictly confidential information.
• Demonstrate insurance expertise, with an understanding of the financial markets including private equity and infrastructure investors, investment funds etc. and corporate investors.
• Interact with the broader team in Europe and internationally (incl. the US), including brokers, coverage / exposure experts, originators and client service teams as well as insurers.
• Preparation of the Due Diligence report, including i) the review of the information provided by the client (generally in virtual data rooms), ii) the analysis of the insurance programs and iii) the design of the new insurance program when required by the transaction.
• Interaction with the different advisers of a transaction such as Investment Banks, M&A Boutiques, law firms, Big 4 and lenders.
• Contributing to the development of commercial relationships with investment funds and corporate, detecting opportunities for cross-selling of other Aon products, services and / or solutions.
• Assisting in the placement of insurance programs after the closing of the transaction.

Skills & knowledge

• Excellent written and spoken English.
• Collaborative mindset and teamplay attitude / solid communication.
• Strong analytical skills.
• Ability to work on multiple projects at one time in a fast-paced environment.
• Basic understanding of M&a procedures, as well as SPAs.
• Basic market knowledge in both local and global insurance programs.
• Client-facing interactions and attitude.