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M&A Due Diligence Consultant - Insurance Broker or Underwriter

Aon
life insurance, vision insurance, paid time off, paid holidays, sick time, tuition assistance, 401(k)
United States, New York, New York
Nov 10, 2024

Aon Is looking for an M&A Consultant within our M&A Transaction Advisory Services team.

We currently have an exciting career opportunity for an experienced M&A Consultant within our Transaction Advisory Services team. As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our M&A and Transaction Advisory Services business group within Commercial Risk Solutions. As an M&A Consultant, you will work closely and report into one of our Risk & Insurance Diligence teams in Boston, Dallas, New York, St. Louis and San Francisco.

Location: New York City or St. Louis

Work Style: Hybrid - in office 2 to 3 days a week.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

Your Impact As A Mergers & Acquisitions Consultant

Job Responsibilities

  • Lead due diligence projects of varying complexity.
  • Communicate internally with brokers, coverage / exposure experts, originators, client service team and M&A team members, externally with private equity firms, target companies or their representatives, insurers.
  • Write due diligence reports and deliver to clients.
  • Develop solutions to transaction issues and coordinate implementation.
  • Prepare spreadsheets and analyze data.
  • Provide ongoing relationship management oversight to certain private equity clients.
  • Communicate and capture the value that Aon brings even to the most challenging situations.
  • Prepare proposals and make presentations to clients and prospects.
  • Some travel required.
You Bring Knowledge and Expertise

Required Experience:

  • Ability to work on multiple projects at one time.
  • Project management - coordinate activities and information flow from a group of people 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.
  • Financial - basic understanding of financial statements, accounting
  • Results oriented.
  • Proficiency with Word, Excel, Power Point
  • Broker's license or willingness to obtain.
  • Insurance experience strongly preferred.
Preferred Experience:
  • CPCU a plus
  • MBA, CPA or JD a plus
Education:
  • Bachelor's degree in related field

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

How we support our colleagues

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.

We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email ReasonableAccommodations@Aon.com

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

Pay Transparency Laws:

The salary range for this position (intended for U.S. applicants) is $120,000 to $180,000 annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location.

This position is eligible to participate in one of Aon's annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan.

Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.

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