Project Manager / Insurance M&A Due Diligence
IDEX Consulting
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 ResponsibilitiesIn 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.YouWe 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.Discipline(s): Legal In-HouseJob type: Permanent
- ...things possible not only in your community, but around the world. HDR is looking for a project manager whose experience focuses on client development and delivery of front end due diligence and planning for data center projects. The ideal candidate should have a proven...SuggestedContract workWork at officeLocal area
$229.8k - $270.3k
...impactful results. Our Insurance practice partners with... ...—from pre-close due diligence through post-close integration... ...are seeking a Senior Manager with deep experience... ...iMergers & Acquisitions (M&A) to help lead our... ...on-site per diligence project, with higher travel during...SuggestedTemporary workLocal areaImmediate startFlexible hours$275k - $325k
...professional services and investment management firm specializing in real... ...partner to the Global Project & Development Services (PDS)... ...deal structuring, pricing, and M&A transactions.Lead enterprise-... ...development services finance. M&A due diligence and deal modelling experience...SuggestedFull timeWork at officeLocal area3 days per week- ...income tax provision process in accordance with ASC 740. Manage current and deferred tax calculations, valuation... ...provide accurate cash tax and GAAP tax forecasting. Support M&A activity, including tax due diligence and post-acquisition integration. Manage relationships...SuggestedWork at officeLocal areaWork from home
- ...Chicago-based, privately-held company that manages business, philanthropic, and family... ...& Casualty and Personal Lines Insurance programs, including leadership and administration... ...issues. * Spearhead risk management due diligence related to acquisitions. * Direct...SuggestedFull timeTerm timeWork at office
$100.35k - $205k
...a strategic and creative tax manager who likes leading teams to solve... ...a variety of clients in the insurance and financial services... ...tax compliance and consulting projects requiring tax analysis for a... ...pricing, investments tax and M&A. Staying abreast, and educating...Work at officeLocal areaRemote work$129.96k
JOB REQUISITIONCapital Projects & Contracts (Real Estate) Senior... ...Protiviti is looking for a Senior Manager to join our Capital Projects... .... Managing and advising on due diligence processes, including... ...accounts, life and accident insurance, adoption and fertility assistance...Full timeTemporary workLocal areaRemote workFlexible hours$116.48k
JOB REQUISITIONCapital Projects & Contracts (Real Estate) ManagerLOCATIONDENVERADDITIONAL... ...Protiviti is looking for a Manager to join our Capital Projects... ...potential, conducting due diligence, and negotiating purchase... ...accounts, life and accident insurance, adoption and fertility...Full timeTemporary workWork at officeLocal areaRemote workFlexible hours$107.1k - $160.7k
...communities too.We’re designers, engineers, scientists, and project managers, innovating together at the intersection of community,... ...redevelopment. This team member will be primarily focused on due diligence and brownfield revitalization work for communities throughout...For contractorsWorldwide$125k - $185k
...live longer, healthier, happier lives.About the RoleThe Risk Manager, Insurance supports Ventas’s enterprise risk management and insurance programs... ...construction‑related insurance placements and development due diligenceQualificationsBachelor’s degree in Risk Management,...Full timeWork at officeRemote workRelocation$250k
...Global Financial Institutions Group – Insurance Team based in Chicago or New York, which... ...Director will assume both a Portfolio Management and Relationship Management role, with... ...team is responsible for completing credit due diligence in establishing and maintaining credit...Full timeContract workPart timeLocal area- ...OpportunityJoin Stantec’s team in Lombard, IL as an environmental project manager in our Remediation business line supporting complex... ...assessments (soil, sediment, and groundwater); remediation; due diligence; and vapor intrusion investigations in a variety of client service...For subcontractorWork at officeLocal area
- Air Quality - Project ManagerWe are seeking an experienced air permitting and environmental compliance Project Manager to join our growing Environmental Permitting/Compliance Group... ...waste management, and environmental due diligence is a plus.Air Quality - Project ManagerWe...Work at officeLocal areaRemote workShift work
- ...IL. Position: Full Time. Education Level: 4 Year Degree. Job Category: Professional Services. OVERVIEW The Project Manager will manage and coordinate due diligence and underwriting process for lower tier Low Income Housing Tax Credit (LIHTC) project investments as...Permanent employmentFull timeContract workWork at officeLocal area
- ...public sector, manufacturing, and strategy. Title: Senior Project Manager Duration: Contract: 3 months with strong potential to extend... ...(Workday, Oracle) implementation Mergers & Acquisitions (M&A): We are in a strategic initiative that revolves around growth...Contract workRemote work
$229.8k - $270.3k
...Monroe is seeking a Senior Manager with prior experience... ...AI, as well as due diligence, value creation, and merger... ...ensuring successful project outcomes.Coach and mentor... ...-Tech, Technology, M&A, and Private Equity practices... ..., and basic life insurance. Employees are able to...Private practiceLocal areaImmediate startFlexible hours- ...Project Manager, (Junior) Ready to build your career at one of the nation's leading real... ...and document management to track the due diligence/inspection process. Review and analyze... ...dental, vision, life, and disability insurance (short and long term). ~401(k) plan...Temporary workImmediate startFlexible hours
$86.3k - $118.7k
Become a part of our caring communityThe IT Project Manager will serve as a critical partner to... ...environment supporting multi-site deployments, M&A integrations, and network infrastructure... ...-term and long-term disability, life insurance and many other opportunities.About...Full timeTemporary workApprenticeshipRemote work$99k - $186k
...and minimize risks through due diligence and escalation of issues when... ...recording and measurement of insurance risks.Establish and maintain... ...goals.Contribute to special projects and department initiatives.... ...Intentional collaboration, Managing performance, Navigating ambiguity...Full timePart timeWork experience placementWork at officeWork from home2 days per week3 days per week$103k - $141k
...clients as well as on-going portfolio management. Key responsibilities include underwriting... ...approval documentation and reviews due diligence and legal documentation to assure alignment... ...financial statements, assessing project performance and the client's compliance...Full timeWork at officeFlexible hoursDay shift$87k - $149k
...responsibilities include independently managing low-complexity transactions or portfolios... ...data such as client's financials, projections, industry data, covenant compliance, and... ...performance, industry forecasts, and other due diligence findingsTrains, coaches, and mentors...Full timeWork at officeFlexible hoursDay shift$74k - $138k
...customer service and portfolio management in lending services for all... ...complex line-of-business projects.Conducts independent analysis... ...procedures and applies appropriate due diligence for the prevention of loss... .... BMO also offers health insurance, tuition reimbursement,...Full timeContract workPart timeLocal area- ...National Equity Fund seeks a Project Manager in Chicago, IL, to lead due diligence and underwriting for Low-Income Housing Tax Credit (LIHTC) projects. The ideal candidate will have 2-4 years of relevant experience, strong analytical skills, and a Bachelor’s degree in...
$90k - $110k
...Finance Project Manager At HUB International, we are a team of entrepreneurs. We believe in... ...excellence. HUB is one of the largest global insurance and employee benefits broker, providing... ..., HUB has grown substantially, in part due to our industry leading success in...Local area- ...real estate function and risk management functions. It coordinates... ...addition to site selection project management, the position collaborates... ..., claims handling, self-insurance and insurance.Functions... ...changing risk exposuresAssist in due-diligence for Merger & Acquisition...Hourly payContract workWork at officeLocal area
$135k - $150k
...reputation for excellence in M&A advisory across multiple Industrials... ...client presentations, management presentations, confidential information... ...materials. • Assist with due diligence processes, data room... ...detail, and ability to manage multiple projects under tight deadlines.$139k - $260k
...underwriting process to meet project deliverables, including... ...deal lifecycle.Manage client and internal constituents... ...and third-party diligence activities including collateral... ...benefitsLife insurance, critical illness insurance... ...may come down early due to volume of applicants...Full timeContract workWork experience placementWork at office$83.3k - $177.87k
...medical, dental, and vision insurance. 401K, continuing... ...collaborate with Relationship Managers, and internal support... ...ABL transactions due to size, structure, borrower... ...on appropriate due diligence including historical financials and projections, collateral performance...Full timeWork at officeFlexible hoursShift work$110k - $140k
...Position Summary The Asset Management & Underwriting Associate supports... ...collateral condition and project progress. Identify emerging... ...reports, and other third‑party due diligence materials. Evaluate sponsor... ...‑term incentives, health insurance, accident and life insurance...$81.7k - $165.1k
...medical, dental, and vision insurance. 401K, continuing education... ...extensive financial analysis, projection modeling, underwriting... ...Collaborate with Relationship Managers, and internal support staff... ...requests focusing on appropriate due diligence, analysis of repayment...Full timeWork at officeFlexible hoursShift work
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