About the Opportunity
We are partnering with a leading global advisory firm to appoint an experienced Senior Portfolio Manager to support a growing Private Equity and M&A practice. This role is ideal for an individual who thrives in a fast-paced, transaction-driven environment and enjoys working alongside investors, deal teams and portfolio company leadership to deliver strategic insurance and risk advisory solutions.
The successful candidate will bring a strong blend of technical expertise, commercial acumen and relationship management skills, with the ability to navigate complex transactions while delivering exceptional client service.
Key Responsibilities
- Act as a trusted advisor to private equity clients, deal teams and portfolio companies throughout the transaction lifecycle.
- Manage multiple engagements simultaneously, ensuring projects are delivered accurately and within tight deadlines.
- Identify opportunities to provide additional strategic value by leveraging a broad range of advisory and insurance capabilities.
- Partner with internal specialists and external stakeholders to develop tailored solutions for clients.
- Produce high-quality written deliverables, presentations and client communications.
- Build and maintain strong relationships with clients, insurers and transaction professionals.
- Provide strategic guidance on complex insurance and risk management matters within M&A environments.
What We’re Looking For
Property & Casualty Focus
- Approximately 8+ years of experience supporting mergers and acquisitions, transaction advisory or private equity clients within the commercial insurance industry.
People Solutions Focus
- Approximately 10+ years of experience within employee benefits, human capital consulting or transaction advisory.
- Strong technical expertise across health and welfare programs, funding arrangements and underwriting.
- Experience supporting mergers, acquisitions or private equity-backed organizations is highly desirable.
Preferred Skills & Experience
- Strong understanding of commercial insurance markets and innovative risk financing strategies.
- Excellent written, verbal and presentation skills with the ability to communicate effectively across senior stakeholder groups.
- Commercial mindset with the ability to identify opportunities to enhance client outcomes.
- Strong analytical and critical thinking skills, with the confidence to solve complex problems in real time.
- Exceptional organizational skills with the ability to manage competing priorities in a deadline-driven environment.
- Adaptable, proactive and comfortable working across multiple projects simultaneously.
- Proven ability to build trusted relationships with investors, executives, insurers, advisors and cross-functional teams.
Ideal Candidate
You are a collaborative, client-focused professional who enjoys solving complex challenges and working in high-growth, fast-moving environments. You combine technical expertise with strong commercial awareness and are motivated by delivering outstanding outcomes for sophisticated clients across the private equity and M&A landscape.
