Project Manager / Insurance M&A Due Diligence
An exceptional opportunity to join a leading insurance broking and advisory firm, supporting private equity clients through the full life-cycle of M&A transactions. You'll play a key role in assessing insurance programs, identifying risks, and delivering strategic insights that inform investment decisions and post-close integration. This role is ideal for a technically strong insurance professional who thrives in a fast-paced, deal-driven environment and wants exposure to private equity, M&A, and strategic advisory work.
Key Responsibilities
In this role, you will lead and support the commercial insurance due diligence process for private equity transactions, managing engagements from initial review through to completion. You'll analyze target company insurance programs - including structure, claims history, collateral, and spend - to identify uninsured risks and coverage gaps, and work closely with internal specialists, private equity deal teams, target company leadership, and third-party advisors to ensure a thorough and efficient diligence process. You'll also help identify and resolve transaction-related insurance issues, collaborating with clients' legal, financial, and operational advisors. In addition, you'll support the placement and underwriting of Representations & Warranties (R&W) insurance, prepare and present detailed due diligence reports summarizing key findings and recommendations, and assist portfolio companies post-close to align insurance programs and risk management strategies with private equity-backed structures.
You
We are interested in talking to candidates at all levels from (Associate to Director) 1-10 years of experience gained within a brokerage or carrier environment, preferably within a Project Manager role with insurance due diligence experience within M&A. You will have a solid understanding of commercial insurance lines and want to work directly with private equity funds and other investors.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Recommended Jobs
Maintenance Electrician
Flexovit USA Inc ., a manufacturer of high quality “Made in the USA” bonded abrasives, has an immediate opening for a Maintenance Electrician at our Angola, NY facility. Main Responsibilities: …
Lead GenAI Java Developer - VP
Company Profile Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. The Firm…
Sr. Substation Protection and Control Engineer
Job Description Job Description We are currently looking for a P & C Engineer with a minimum of 5 years of experience in protection and control system detailed design, cost estimating, and bid do…
Senior Business Banker - NYC Market
Overview Senior Business Banker - NYC Market The Senior Business Banker plays a critical role in driving the growth and profitability of the bank by generating new deposits, business loans, tr…
VP Change Agent - US Banks Performance Reporting
Title: Bank Regulatory Reporting Controller, Director Position Description Morgan Stanley Bank NA (MSBNA) and Morgan Stanley Private Bank (MSPBNA) are nationally charted banks and material oper…
Clinical Fellow (CF/SLP)
Job Description Job Description Clinical Fellow (CF/SLP) Bronx, NY $65 ‒ $68 Hourly Required: Master’s Degree in Speech- Language Pathology or expected graduation and Clinical Fellow Year …