Due Diligence Manager

The Jacobson Group; New York (NY); Hybrid; USD 135,000 - 155,000; Full time

Job summary

The Jacobson Group is seeking a Due Diligence Manager in New York to lead financial and operational risk assessments. This role involves driving the due diligence and renewal processes, ensuring alignment with risk appetite and regulatory standards. The ideal candidate will have 6+ years of experience, strong analytical skills, and project management expertise.

This is a hybrid position that requires collaboration with cross-functional teams and external stakeholders, managing multiple projects while delivering high-quality reports to senior leadership.

Qualifications

• 6+ years of relevant experience in due diligence, risk, underwriting, or program management.
• Demonstrated experience working with MGAs, insurance markets, and regulatory environments.
• Proven ability to manage projects and drive process improvements.

Responsibilities

• Lead the end-to-end due diligence process for new MGAs and program opportunities.
• Identify key risks and work with stakeholders to mitigate them.
• Develop and deliver reports for management and regulators.

Skills

Risk assessment

Project management

Analytical expertise

Stakeholder engagement

Education

Bachelor's degree

Job description

Job Description

The Due Diligence Manager leads financial, operational, and commercial risk assessments of new and existing program partners. This role is accountable for driving the due diligence process, onboarding, and renewal process to ensure opportunities and existing programs continually align with our client's risk appetite and regulatory expectations. The manager collaborates with cross-functional teams and external stakeholders to surface risks, recommend mitigations, and deliver actionable insights to leadership. The position requires strong analytical expertise, independent decision-making, project management skills and the ability to mentor junior team members. This is a hybrid position in New York.

Responsibilities

• Lead the end-to-end due diligence process for new MGAs, treaties, and program opportunities, including financial, operational and contractual reviews.
• Identify key risks and opportunities; work with colleagues and counterparties to mitigate risks where possible.
• Ensure a quality service and high-level customer experience is provided to MGAs, reinsurers and regulators.
• Manage multiple projects simultaneously, ensuring timeliness and quality of deliverables.
• Prepare detailed reports and demonstrations for senior management, regulators, and reinsurers.
• Monitor existing programs, track performance trends and elevate concerns with recommended actions.
• Lead the preparation of diligence for program renewals, including historical and forecast analysis.
• Drive continuous improvement of due diligence procedures, tools and documentation.
• Provide oversight to ensure contracts reflect negotiated terms and regulatory compliance.
• Build and maintain strong relationships with MGAs, brokers, reinsurers and regulators to support business growth.
• Contribute to timely, accurate and insight-driven reports on the company's operating condition, supporting quarterly Board reporting and executive alignment alongside the group CEO.
• Contribute to the execution of scalable growth strategies, embedding a culture of continuous improvement across operations, underwriting and reinsurance functions.
• Contribute to the development of a high-performing management team, fostering accountability, clarity of roles and cross-functional effectiveness.

Requirements

• 6+ years of relevant experience in due diligence, risk, underwriting or program management roles
• Demonstrated experience working with MGAs, insurance markets and regulatory environments
• Proven ability to manage projects, lead stakeholder engagement and drive process improvements
• Bachelor's degree

Salary: The anticipated salary for this position is $145,000 annually.