AVP, Mergers & Acquisition (M&A) Project Manager (Hybrid, US)

NFP, an Aon company; Charlotte (NC); On-site; USD 100,000 - 135,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Health & wellness programs

Job summary

NFP, an Aon Company, seeks an AVP for M&A due diligence to lead complex risk and insurance assessments for private equity transactions. You will guide internal teams, advise clients, and influence how risk and insurance considerations are evaluated throughout the deal process.

This role requires a Bachelor's in a related field, 7+ years in insurance with PE/M&A exposure, and strong Excel/financial analysis skills.

Qualifications

• Bachelor's degree in Risk Management, Finance, Accounting, Business, Insurance, or a related field.
• 7+ years of experience in the insurance industry, with significant experience supporting private equity, M&A, transactional risk, or due diligence engagements.
• Expertise in Property & Casualty insurance and specialty lines, including Cyber, Professional Liability, Financial Lines, Environmental, and Captive programs.
• Understanding of financial statements, accounting concepts, insurance-related financial analysis, and transaction structures.
• Strong ability to manage multiple complex engagements and deliver high-quality work within tight deadlines.
• Client-facing presence and ability to build credibility with senior stakeholders.
• Outstanding written, verbal, and presentation skills.
• Advanced proficiency in Excel, financial analysis, and report preparation.

Responsibilities

• Lead complex risk and insurance due diligence engagements for private equity transactions across a broad range of industries.
• Serve as a key client contact throughout the transaction lifecycle, providing consultative guidance and strategic recommendations.
• Contribute to enhancements to due diligence methodologies, reporting standards, and workflow efficiency to improve client outcomes and consistency of deliverables.
• Evaluate insurance programs, claims history, collateral arrangements, captive structures, and insurance-related financial exposures.
• Identify transaction-related risks and collaborate with internal and external advisors to develop effective solutions.
• Partner with brokers, coverage specialists, producers, client service teams, and M&A professionals to assess findings and craft risk management strategies.
• Deliver accurate, comprehensive, and actionable due diligence reports and executive-level presentations.
• Occasional travel as required.

Skills

Excel

Financial analysis

Report preparation

Education

Bachelor's degree in Risk Management, Finance, Accounting, Business, Insurance, or a related field

Tools

Excel

Job description

Who We Are

NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

NFP's Private Equity Group is seeking an Assistant Vice President, Mergers & Acquisition (M&A) Project Manager to support and enhance our growing due diligence practice. This role offers the opportunity to work on sophisticated transactions, serve as a trusted advisor to private equity investors, and influence how risk and insurance considerations are evaluated throughout the deal process. The AVP will be responsible for managing complex diligence engagements, delivering high-quality client advisory services, and contributing to the continued evolution of NFP's due diligence capabilities. This position is ideal for an experienced insurance professional who enjoys solving complex transactional challenges, leading internal client teams, working directly with clients, and providing expert risk guidance in a fast-paced environment.

Key Responsibilities

• Lead complex risk and insurance due diligence engagements for private equity transactions across a broad range of industries.
• Serve as a key client contact throughout the transaction lifecycle, providing consultative guidance and strategic recommendations.
• Contribute to enhancements to due diligence methodologies, reporting standards, and workflow efficiency to improve client outcomes and consistency of deliverables.
• Evaluate insurance programs, claims history, collateral arrangements, captive structures, and insurance-related financial exposures.
• Identify transaction-related risks and collaborate with internal and external advisors to develop effective solutions.
• Partner with brokers, coverage specialists, producers, client service teams, and M&A professionals to assess findings and craft risk management strategies.
• Deliver accurate, comprehensive, and actionable due diligence reports and executive-level presentations.
• Occasional travel as required.

Required Qualifications

• Bachelor's degree in Risk Management, Finance, Accounting, Business, Insurance, or a related field.
• 7+ years of experience in the insurance industry, with significant experience supporting private equity, M&A, transactional risk, or due diligence engagements.
• Expertise in Property & Casualty insurance and specialty lines, including Cyber, Professional Liability, Financial Lines, Environmental, and Captive programs.
• Understanding of financial statements, accounting concepts, insurance-related financial analysis, and transaction structures.
• Strong ability to manage multiple complex engagements and deliver high-quality work within tight deadlines.
• Client-facing presence and ability to build credibility with senior stakeholders.
• Outstanding written, verbal, and presentation skills.
• Advanced proficiency in Excel, financial analysis, and report preparation.

Preferred Qualifications

• P&C preferred or ability to obtain within six months of hire.

What We Offer

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $100,000 – $135,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.

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