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Specialist II - Financial and Strategy Advisory
Specialist II - Financial and Strategy AdvisoryMarsh & McLennan • New York, NY, US
Specialist II - Financial and Strategy Advisory

Specialist II - Financial and Strategy Advisory

Marsh & McLennan • New York, NY, US
2 days ago
Job type
  • Full-time
Job description

Specialist II - Financial And Strategy Advisory

Marsh USA LLC is seeking candidates for the following full-time position based in the New York, NY office (a telecommuting / hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with company policies.) :

Advise global private equity firms, including U.S. and U.K. based alternative asset investors, helping them to evaluate acquisition targets, structure deals, and assess post-acquisition insurance programs. Employ financial models to develop insurance solutions and their capital impact on transactions. Conduct financial analyses related to insurance for investments and inform investment decisions based on financial impact of that analysis. Prepare plans of action for insurance related to investments, using financial analyses. Advise clients on the appropriate placement of their portfolio to decrease their risk exposure. Propose new solutions around reinsurance placement in international markets including the London insurance market for clients based on financial data, reinsurance policies, and quantitative analyses from junior colleagues. Lead large-scale strategic projects and develop new initiatives based on risk information and information from prior client cases to help clients mitigate risk in reinsurance. Create client presentations of plan details. Establish and maintain relationships with new and existing clients and insurers to grow the business. Partner with Executive Leadership to determine the strategic vision of the firm and to lead the team in reaching their financial targets. Coach and motivate team members to improve their understanding of financial and strategy advisory by attending educational workshops, reviewing professional publications, establishing personal networks and participating in professional societies.

Must have a Bachelor's degree or foreign equivalent in any field plus eight (8) years of insurance industry experience in the position offered or a related position. In the alternative, in lieu of a Bachelor's degree, employer will accept an additional two (2) years of experience in the insurance industry, for a total of ten (10) years of insurance industry experience in the position offered or a related position. Must have seven (7) years of experience with all of the following : Working in the insurance industry with Mergers & Acquisitions (M&A) transactions; Working with large, complex, global funds and / or corporate clients in identifying risks related to transactions (acquisition and divestment) and creating innovative and world-class insurance and risk solutions; Establishing a global network with both clients and insurers to offer best-in-class advice and solutions to clients; Building fund strategies that include U.S. and European funds; Developing solutions for clients and prospects utilizing the London insurance market; Managing contracts, data rooms, and third-party stakeholders; Building solutions and challenging ongoing strategy for portfolio companies owned by funds; Dealing with both private equity funds as well as corporate risk managers. 10% primarily domestic (with minimal international) travel is required to various and unanticipated company and client sites.

The applicable base salary range for this role is $199,900 - $299,600 per year.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

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Financial Specialist Ii • New York, NY, US

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