M

Marsh & McLennan

Brokers insurance and runs risk and HR consulting

Insurance Investment Banking Managing Director

Investment BankingConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • At least 15 years of insurance capital raising and M&A advisory experience, including new company formation, strategic advisory, and M&A execution.
  • A bachelor's degree or equivalent.
  • Expertise in analytical and regulatory requirements of securities transactions, with a proven track record of successful M&A and capital raising projects.
  • Strong financial and analytical skills, including M&A modeling, financial impact analysis, and insurance accounting.
  • An extensive pre-existing network and excellent reputation across global (re)insurance and capital markets.
  • Interpersonal and communication skills, including experience advising C-suite executives and collaborating across departments.
  • Ability to travel internationally as required.

Responsibilities

  • Lead and expand M&A/strategic advisory and capital raising activities, increasing engagement with a broader client base including mid- and large-sized companies.
  • Originate and participate in transactions involving P&C carriers, MGAs, mutuals, insurtechs, and start-up businesses across primary and reinsurance markets.
  • Develop and implement strategic plans to broaden Marsh Re’s investor coverage to include sovereign wealth funds, pensions, endowments, family offices, private equity, hedge funds, and asset managers.
  • Lead and mentor advisory teams in New York, fostering a collaborative culture.
  • Navigate potential conflicts with broking businesses through high-level communication and stakeholder management.
  • Assess, structure, and execute M&A and capital raising transactions, including buy-side and sell-side deals, joint ventures, and new company formations.
  • Present strategic and financial analyses to senior insurance and reinsurance clients.
  • Project manage third-party service providers, including legal counsel, actuarial firms, rating agencies, and other consultants.
  • Support colleagues on ILS/sidecar transactions and legacy solutions.

Desired Qualifications

  • Experience leading teams and working closely with internal stakeholders in a highly commercial environment.
  • An entrepreneurial, strategic, and commercial mindset, with the ability to innovate and adapt to dynamic market changes.
  • Experience in M&A and capital raising specifically within the insurance sector.

About the Company

Marsh & McLennan

Brokers insurance and runs risk and HR consulting

Marsh & McLennan Companies, which operates under the Marsh brand, is an insurance broker and consulting group serving businesses, governments and institutions worldwide. Its Marsh Risk unit arranges property, casualty, cyber and employee-benefit coverage, while Guy Carpenter places reinsurance for insurers. Mercer advises employers on pay, benefits, retirement and investments, and Oliver Wyman, Lippincott and NERA handle strategy, brand and economic consulting. Brokers earn commissions and fees from placing coverage, and consultants bill client fees or charge fees based on assets or plan members. The company traces its roots to 1871 and is headquartered in New York City.

Company size
10,001+
Company stage
Not listed
Total funding
Not listed
Headquarters
New York, NY
Founded
1871

Recently Posted Jobs

Explore more opportunities at Marsh & McLennan

See more jobs