Senior M&A Due Diligence Lead — Insurance Risk

Aon plc; Charlotte (NC); On-site; USD 160,000 - 185,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Health & wellness programs

Job summary

NFP, an Aon Company, is seeking an Assistant Vice President, Mergers & Acquisition (M&A) Project Manager to lead complex risk and insurance due diligence engagements for private equity transactions. You will serve as a trusted advisor to clients, guiding risk strategy and reporting throughout the deal lifecycle.

The role requires extensive M&A due diligence experience, expertise in P&C and specialty lines, and strong client communication skills.

Qualifications

• Bachelor's degree in Risk Management, Finance, Accounting, Business, Insurance or related field.
• 7+ years of experience in insurance, with private equity, M&A or due diligence experience.
• Expertise in Property & Casualty and specialty lines including Cyber, Professional Liability, Financial Lines, Environmental and Captive programs.

Responsibilities

• Lead complex risk and insurance due diligence engagements for private equity transactions across industries.
• Serve as a key client contact throughout the transaction lifecycle, providing consultative guidance.
• Contribute to enhancements to due diligence methodologies, reporting standards, and workflow efficiency.
• Evaluate insurance programs, claims history, collateral structures, captive structures, and related exposures.
• Identify transaction-related risks and collaborate with advisors to develop solutions.
• Partner with brokers, coverage specialists, producers, and M&A professionals to assess findings.
• Deliver accurate due diligence reports and executive-level presentations.
• Occasional travel as required

Skills

Excel proficiency

Financial analysis

Report preparation

Client-facing

Stakeholder management

M&A due diligence

Education

Bachelor's degree in Risk Management, Finance, Accounting, Business, Insurance

Job description

Posting Description

Who We AreNFP, 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 OfferWe'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.#LI-HYBRID#LI-BW1

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