The M&A Transaction Services team provides M&A transaction due diligence for new and add-on targets. The primary function of the Vice President, M&A – Corporate Risk is to provide merger and acquisition due diligence and auditing services in the areas of property and casualty insurance. 

OBJECTIVES AND ESSENTIAL JOB DUTIES:

• Lead due diligence projects (mainly for add-ons)
• Manage data rooms and procure necessary information to complete CORs/Exposure workbooks
• Communicate internally with brokers, client service teams and M&A team members, externally with private equity firms, target companies or their representatives, insurers
• Analyze data
• Work with service teams on add-on due diligence to secure additional premiums and formulate plan for close
• Market/broker smaller platform M&A assignments
• Write due diligence reports (mainly for add-ons)
• Communicate with private equity clients and on occasion Target, diligence findings and plan for post-close insurance program
• Effectuate strategy (procure outstanding information, finalize quotes, secure BOR, if necessary)
• Coordinate hand-off and introduction to service team
• Assist with preparation of proposals and/or stewardship reviews as required
• Some travel may be required
• Develop and train junior team members as needed
• Other duties as assigned

KEY COMPETENCIES:

•  Customer Focus: Demonstrates desire to create value for customers by delivering quality service that exceeds expectations.
•  Relationship Builder: Initiates and develops effective relationships, shows sincere interest in clients and their concerns.
•  Critical Thinker: Gathers relevant information to diagnose problems and identify causes, uses quantitative information to help analyze issues.
•  Implementation/Execution Facilitator: Plan ahead and organize and manage multiple priorities and/or projects by using appropriate methodologies and tools.
•  Collaborator: Builds bridges with individuals; willingly pitches in, cooperates with others.
•  Exhibits Drive and Commitment: Identifies and understands what needs to be done and takes the initiative to see that the task is accomplished with a standard of excellence; demonstrates strong sense of urgency.
•  Adaptable/Flexible: Works constructively under pressure, responds resourcefully to change, remains calm and constructive.

 EDUCATION and/or EXPERIENCE:

• Minimum of 5 to 10 years of relevant work experience
• Property & Casualty license or willingness to obtain
• Bachelor’s Degree of Art or Science
• Ability to manage multiple diligence projects simultaneously
• Knowledge and experience with corporate insurance
• Project management – coordinate activities and information flow from multiple sources 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
• Basic understanding of financial statements
• Strong verbal and written communication skills
• Results oriented.
• Proficient in Microsoft Office suite