M&A Due Diligence - Associate Project Manager
at WTW
New York, New York, USA -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 20 Jan, 2025 | USD 140000 Annual | 21 Oct, 2024 | N/A | Communication Skills,Retirement Benefits,Excel,Numerical Analysis,Health,Life Insurance,Powerpoint,Due Diligence,Critical Illness,Flexible Spending Accounts,Interpersonal Skills,Underwriting,Time Management | No | No |
Required Visa Status:
Citizen | GC |
US Citizen | Student Visa |
H1B | CPT |
OPT | H4 Spouse of H1B |
GC Green Card |
Employment Type:
Full Time | Part Time |
Permanent | Independent - 1099 |
Contract – W2 | C2H Independent |
C2H W2 | Contract – Corp 2 Corp |
Contract to Hire – Corp 2 Corp |
Description:
THE REQUIREMENTS
- Minimum 2+ years’ experience in insurance due diligence, client management, insurance broking, underwriting or related field
- Bachelor’s Degree
- Valid insurance brokers license or commit to obtain within the first six months of employment
- Strong communication skills (verbal and written), along with proficiency in numerical analysis, presentation, and organization.
- Exceptional interpersonal skills, including the ability to build and maintain long-term relationships.
- Self-motivated with the ability to work within a fast-paced, dynamic environment where superior time-management, organization, and prioritization skills are essential
- Strong attention to detail and be ability to synthesize and organize data
- Excellent organizational, analytical and problem-solving skills.
- Professional designations such as CPCU, ARM, or equivalent is a plus
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
Responsibilities:
- Assisting the lead Project Manager in the Property & Casualty due diligence process, from the initial engagement through the transaction close and transition to a WTW service team
- Accessing the due diligence data site, downloading, organizing and summarizing relevant data for review and transmitted to team members and internal industry resources
- Updating due diligence request lists by categorizing received information and tracking open items
- Aiding in data analysis and creating summary documents related to exposure to risk, total cost of risk, insurance funding mechanisms in place, and its impact to a financial buyer
- Maintaining continuous communication with lead Project Manager ensuring expectations of external and internal customers are met
- Supporting several lead Project Managers and several due diligence assignments simultaneously
- Assisting the lead Project Manager in ensuing that client engagement, contract formation, and service delivery processes fully comply with WTW policies across all territorial, legal, and regulatory domains.
REQUIREMENT SUMMARY
Min:N/AMax:5.0 year(s)
Financial Services
Accounts / Finance / Tax / CS / Audit
Finance
Graduate
Proficient
1
New York, NY, USA