M&A Project Manager, Risk & Insurance Due Diligence

Aon; Boston (MA); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k) plan

Employee stock purchase plan

Paid time off

Health benefits

Job summary

Aon in Boston is seeking an experienced Risk & Insurance Due Diligence Project Manager to join our Transaction Advisory Services team. This hybrid role blends virtual work with 3 days in our Boston office, reporting to the Risk & Insurance Diligence team.

You will lead due diligence projects, communicate with brokers and PE firms, develop client-ready reports, and help deliver solutions for complex transactions. A Bachelor's degree and strong insurance knowledge are preferred.

Qualifications

• Bachelor's degree in a related field is required.
• Property and Casualty insurance knowledge or willingness to learn.
• Strong project management and multitasking abilities.
• Excellent written and verbal communication skills.

Responsibilities

• Support due diligence projects of varying complexity.
• Coordinate information flow among brokers, subject matter experts, and clients.
• Write due diligence reports and present findings to clients.
• Develop solutions to transaction issues and coordinate implementation.
• Prepare data analyses and client-ready proposals.

Skills

P&C insurance

Project management

Communication

Data analysis

Excel

PowerPoint

Education

Bachelor's degree in related field

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

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 our M&A and Transaction Advisory Services business group within Commercial Risk Solutions. As a Risk & Insurance Due Diligence Project Manager, you will work closely and report into our Risk & Insurance Diligence team in Boston.

This is a hybrid role with the flexibility to work both virtually and from a local Boston, MA office (3 days in office per 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.

What the day will look like

• Support due diligence projects of varying complexity.
• Communicate internally with brokers, coverage / exposure experts, originators, client service team and M&A team members, externally with private equity firms, target companies or their representatives, insurers.
• Write due diligence reports and deliver to clients.
• Develop solutions to transaction issues and coordinate implementation.
• Prepare spreadsheets and analyze data.
• Work within team providing ongoing relationship management oversight to certain private equity clients.
• Communicate and capture the value that Aon brings even to the most challenging situations.
• Prepare proposals and make presentations to clients and prospects.

Skills and experience that will lead to success

• Property and Casualty insurance technical proficiency or willingness to broaden knowledge of specialty insurance including property, casualty, cyber, E&O, financial lines, environmental, group captives and other.
• Ability to work on multiple projects at one time.
• Project management - coordinate activities and information flow from a group of people within specified time frame.
• Detail orientation, but ability to draw conclusions and see big picture.
• Communication (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.
• Financial - basic understanding of financial statements, accounting.
• Results oriented.
• Proficiency with Word, Excel, Power Point.
• Broker's license or willingness to obtain.
• Insurance experience strongly preferred.

Education:

• Bachelor's degree in related field

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.

Pay Transparency Laws

The salary range for this position (intended for U.S. applicants) is $70,000 - $90,000 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.

The salary range reflected is based on a primary work location of Boston, Massachusetts. The actual salary may vary for applicants in a different 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.