D&O/ML Broker - Private Capital & Transactional Risk
Oliver James Associates Ltd.
D&O/ML Broker - Private Equity & Transactional Risk Location: New York City (Hybrid) Compensation: Competitive base salary + bonus About the Opportunity A growing specialty insurance team is seeking an Associate Broker/ Broker with D&O experience, to support private equity and transactional risk clients across a range of complex insurance programs. This is an excellent opportunity for an early-career broker looking to deepen their expertise within the private equity and M&A space while working closely with experienced industry professionals. The successful candidate will gain exposure to private equity sponsors, portfolio companies, transaction-related insurance placements, and diligence-driven advisory work. This role offers a clear path for professional growth and increased client responsibility over time. Key Responsibilities Support the placement and management of management liability and transactional insurance programs for private equity clients and portfolio companies. Assist with insurance diligence reviews related to acquisitions, divestitures, and portfolio company assessments. Analyze insurance program structures, coverage terms, limits, and benchmarking data. Prepare client-facing reports, presentations, and insurance summaries in a timely and accurate manner. Coordinate with underwriters and insurance markets to obtain quotations, negotiate terms, and support renewals and new placements. Participate in client meetings and contribute to strategic discussions regarding risk management and insurance program optimization. Maintain awareness of market developments, coverage trends, and carrier appetite within the private equity sector. Work collaboratively with senior brokers and advisors to deliver high-quality client service. Benefits Direct exposure to private equity sponsors and portfolio company leadership teams. Opportunity to work on complex, high-profile transactions and insurance placements. Mentorship from experienced industry professionals. A collaborative, team-oriented environment with significant room for career progression. Visibility with both clients and insurance markets from an early stage in your career. Qualifications Approximately 2-6 years of insurance brokerage, underwriting, or advisory experience. Exposure to private equity, portfolio company, management liability, D&O, EPL, fiduciary liability, transactional risk, or related lines preferred. Experience supporting diligence, benchmarking, coverage analysis, or client reporting initiatives is highly desirable. Strong analytical and organizational skills with the ability to manage multiple projects simultaneously. Excellent written and verbal communication skills. Client-facing experience and confidence interacting with senior stakeholders. Bachelor's degree preferred. Insurance licensing (or willingness to obtain) preferred. Ideal backgrounds Private equity-focused retail brokerage. Financial lines or management liability specialty practice. Transactional risk or M&A insurance group experience. Specialty insurance advisory firms. Organizations serving private companies, sponsors, and portfolio companies. About the Right Candidate This position is best suited for a motivated insurance professional who enjoys analytical work, thrives in a client-facing environment, and is looking to build a long-term career within the private equity and transactional insurance sector. #J-18808-Ljbffr Oliver James Associates Ltd.
- Oliver James Associates Ltd. is seeking a D&O/ML Broker in New York City. This hybrid role involves supporting private equity clients with management liability and transactional risks. Ideal candidates have 2-6 years of experience in insurance and strong analytical skills...PrivateRisk
$50 per hour
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