Portfolio Manager for Private Equity and M&A

hace 4 semanas


Madrid, Madrid, España Marsh McLennan Companies A tiempo completo

Position Overview:

We are seeking a skilled Portfolio Manager to join our Private Equity and M&A division. This role is integral to our operations and will focus on managing a diverse portfolio of high-priority accounts.

ROLE SUMMARY

In this capacity, you will oversee a portfolio of intricate priority accounts, aiming to enhance growth, profitability, and client satisfaction. The Portfolio Manager serves as the main contact for daily interactions with various complex accounts, ensuring effective communication and fostering robust client relationships.

Key Responsibilities:

Align client objectives with Marsh McLennan's resources, acting as a trusted advisor; Contribute significantly to new business initiatives, broadening the spectrum of products and services offered to clients; Gain exposure to a wide array of external Private Capital clients and cultivate key relationships with business leaders within Marsh McLennan.

Benefits of Joining Us:

Collaborate with a talented team across the European region, focusing on the Spanish market; Be part of a global organization that supports your learning, growth, and career development; Enjoy a flexible work environment with a hybrid work-from-home policy; Access to a comprehensive benefits package.

Your Contributions Will Include:

Establishing and nurturing relationships with private capital investment firms and their portfolio companies, serving as a trusted advisor; Acting as the primary point of contact for daily communications with numerous complex accounts, managing follow-ups and correspondence; Conducting in-depth analyses of client businesses through research, benchmarking studies, and risk assessments; Supporting colleagues by managing day-to-day operations for designated accounts, including transactional tasks and coordination of schedules; Addressing account concerns and resolving issues promptly, using sound judgment to escalate matters when necessary; Gathering insights on client satisfaction and reporting findings to senior management, providing context and recommendations for retention; Building relationships with professional counterparts both internally and externally; Maintaining up-to-date knowledge of the company's service offerings and market trends to enhance performance and develop sales skills.

Required Qualifications:

A minimum of 5-6 years of experience in the financial services or insurance sector; Strong analytical and research capabilities, with proficiency in conducting comprehensive client and industry analyses; Exceptional communication and interpersonal skills, with a proven ability to foster strong client relationships; Proficient in English, both written and verbal; Demonstrated ability to manage multiple accounts and prioritize effectively; Problem-solving aptitude, with the capacity to handle complex issues efficiently; Familiarity with financial services and insurance industry trends and products; Proficient in Microsoft Office Suite and relevant software applications.

Preferred Attributes:

Experience in a fund administration role; Knowledge of M&A processes and portfolio management workflows; Established professional network within the private capital sector; Strong organizational, project management, and interpersonal skills; Self-motivated and driven to deliver exceptional client service.

About Marsh McLennan:

Marsh McLennan is a premier insurance broker and risk advisor, with a global team dedicated to providing data-driven risk solutions and advisory services. With a workforce of over 45,000 professionals serving clients in more than 130 countries, we are committed to helping clients navigate an increasingly complex environment through our market-leading businesses.


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