Private Equity Portfolio Manager
Job Description
The WTW Alternative Asset Insurance Solutions (AAIS) group provides a full spectrum of commercial insurance, employee benefits and transactional services for private equity firms and their portfolio companies. The AAIS engagement with a client begins with due diligence support in evaluating the costs, liabilities and exposures of potential acquisitions. After close, WTW manages the portfolio company’s insurance program through the private equity firm’s hold period and beyond. This senior level position supports AAIS Producers by overseeing the entire lifecycle of a portfolio company from initial engagement, conversion of the portfolio company to a WTW client, management of the portfolio company programs post-closing, and supporting post-closing placement and ongoing operational needs. This senior level role is critical to the stewardship of our key private equity relationships.
The Role – Private Equity Portfolio Manager
- Support our AAIS team in overseeing and managing key private equity client and prospect relationships.
- Manage transition of target company from initial engagement through M&A due diligence and transaction close, ensuring a smooth transition at each step.
- Responsible for liaising with WTW service teams to ensure the implementation of the portfolio strategy post-closing including adherence to a culture of responsiveness and high-caliber deliverables.
- Ensure continuous support and stewardship of key private equity clients including monitoring portfolio company renewals, large claims, integration of add on deals, material changes in business and annual stewardship reporting.
- Monitor, aggregate, and present data analytics information internally and externally to meet accountability requirements of our private equity clients.
- Provide recommendations on products and services relevant to our private equity clients and drive new business opportunities for portfolio companies not already clients of WTW
- Ensure that client engagement, contract formation and service delivery processes are fully compliant with Group policies across all territorial, legal and regulatory domains
- Serve as a strong role model and influence on others for best Client Advocate practices
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Where we are
We have colleagues all around the world, working remotely or in our offices. Together, we make a difference for clients in over 140 countries and markets, from the Middle East to Latin America, from Manila to New York.
