M&A Due Diligence Consultant - Vice President

Aon plc; New York (NY); Hybride; USD 140 000 - 180 000; Plein temps

Avantages offerts par ce poste

401(k) plan with employer match

Employee stock purchase plan

Medical, dental and vision insurance

Paid holidays

Résumé du poste

Aon is seeking a risk and insurance due diligence consultant for its M&A and Transaction Advisory Solutions in New York, NY. This role supports Private Equity and Corporate clients by delivering sophisticated P&C due diligence and insurance insights.

You will lead due diligence projects, coordinate with brokers and internal teams, deliver accurate reports, and build long-term client relationships. Some travel is required, with a hybrid in-office schedule.

Qualifications

• Property and Casualty insurance technical proficiency and broad knowledge of specialty lines.
• Financial statements and accounting basics.
• Project management and information flow coordination.
• Strategic or analytical mindset with attention to detail.
• Strong written and verbal communication.
• Ability to manage multiple projects and meet tight deadlines.
• Broker’s license.

Responsabilités

• Lead due diligence projects of varying complexity.
• Communicate with brokers, coverage experts, producers, client service, and M&A teams to develop findings.
• Interact with private equity firms and target companies as trusted advisor.
• Prepare accurate due diligence reports for clients.
• Analyze insurance coverage, claims history and related financial terms.
• Identify issues and coordinate resolutions with clients and advisors.
• Build and maintain client relationships and convert due diligence targets to ongoing clients.
• Articulate value of Aon in challenging situations.
• Prepare data-driven spreadsheets and analyses.
• Develop proposals and presentations for clients and prospects.
• Some travel required.

Connaissances

Property & Casualty insurance

Financial statements

Project management

Strategic analysis

Communication skills

Work under pressure

Relationship building

Multi-project management

Word

Excel

PowerPoint

Broker’s license

Formation

Bachelor’s degree

CPCU

MBA

CPA

JD

Outils

Word

Excel

PowerPoint

Description du poste

Aon Is looking for a risk & insurance due diligence consultant in Aon’s M&A and Transaction Advisory Solutions practice in New York, New York.

We currently have an exciting career opportunity for an experienced P&C professional within our Transaction Advisory Services team!

As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of a global team delivering M&A services to Private Equity and Corporate clients. As a risk & insurance due diligence consultant, you will work closely with NY region team reporting into the regional leader.

How this opportunity is different:

Work on sophisticated Property and Casualty due diligence projects within our M&A team. Aon has an inclusive culture, where you get to work with many different personality types while working with a lively team! There are opportunities for growth, as we are generating new opportunities throughout this division.

Work Style: Hybrid - In office 3 days a week.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive team, and we are passionate about helping our colleagues and clients succeed.

Job Responsibilities:

• Lead due diligence projects of varying complexity.
• Communicate internally with brokers, coverage / exposure experts, producers, client service team and M&A team members and collaborate to develop findings and solutions.
• Communicate externally on daily basis as trusted advisor with private equity firms, target companies or their representatives.
• Execute and deliver accurate and professional due diligence reports to clients.
• Analyze and provide technical input on insurance coverage, claims history, insurance-related collateral, insurance-related financial expense, surety bonds and insurance sections of the draft purchase agreement.
• Identify transaction issues and work with clients’ other third-party advisors to develop resolution.
• Collaborate with producers to build and maintain relationships with ongoing clients and convert due diligence targets to ongoing clients.
• Communicate and capture the value that Aon brings even to the most challenging situations.
• Prepare spreadsheets and analyze data.
• Prepare proposals and make presentations to clients and prospects.
• Some travel required.

Required Skills & Experience:

You Bring Knowledge and Expertise

• Property and Casualty insurance technical proficiency. Broad knowledge of specialty insurance including property, casualty, cyber, E&O, financial lines, environmental, group captives and others.
• Financial – basic understanding of financial statements, accounting.
• Project management – coordinate activities and information flow from a group of people within specified time frame.
• Strategic and analytical skills – attention to detail but able to draw conclusions.
• Strong communication skills (written and oral) – ability to communicate well and at the appropriate level with a wide range of people.
• Ability to perform under stress / tight time frames.
• Ability to develop relationships / build confidence of others (both internally and externally) based upon work performed.
• Ability to work on multiple projects at one time.
• Results oriented.
• Proficiency with Word, Excel, Power Point.
• Broker’s license
• 10+ years of insurance experience are highly preferred.

Preferred Experience:

• CPCU a plus
• MBA, CPA or JD a plus

Education:

• Bachelor’s degree or equivalent experience in related field

The salary range for this position (for U.S. applicants) is $140,000 to $180,000 annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.

This position is eligible to participate in one of Aon’s annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan.

Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon’s discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts,employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.

For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.

Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.