Are you ready to make an impact?
West Monroe is seeking an experienced consulting analyst with prior experience in and a strong passion for technology Mergers and Acquisitions (M&A) to join our national Insurance Value Creation team. Our M&A team serves an array of interesting and exciting Private Equity and Corporate Strategic clients across the nation.
As Senior Consultant in our Insurance Mergers and Acquisitions practice, you will serve Private Equity and Strategic clients across the transaction life cycle – from platform acquisitions to mergers/integrations to corporate divestiture/carve-out transactions, including sell-side readiness, pre-close technology and operations due diligence, Day 1 readiness planning, and post-close operations and technology value creation projects.
In addition to client delivery, you will have the opportunity to assist with business development (hunting new clients and building relationship with existing), along with contributing to internal practice development leadership.
Senior Consultants within West Monroe have three main responsibilities:
Client Delivery
- Support teams serving Private Equity and Corporate Strategic buyers while demonstrating advisory capabilities with high level client counterparts such as CTOs, CIOs, and Technology Operating Partners
- Contribute to fast-paced technology due diligence engagements for Private Equity clients, with an ability to evaluate the Insurance specific technology systems and operations of a business and identify compliance, operations, revenue, and growth risks.
- Play a key role in technology planning, strategy, and post-close engagements in complex transactions (post-merger integration and carve-out/divestitures) focused on Data & Product Strategy, Target Operating Model development, systems migration, digital transformation, and other value-based initiatives
- Interface with all levels of business and technology leadership at clients
Practice Development
- Build data-driven methodologies and assets for evaluating Insurance services and software businesses in a due diligence capacity, and manage related internal initiatives
- Enhance analysis and presentation frameworks used in technology due diligence and technology advisory engagements
- Collaborate with a team of software, infrastructure, and security architects and consultants in order to elevate the Insurance advisory capabilities of the M&A team
- Actively participate in the performance management process
- Actively participate in recruiting and retaining top quality consultants
- Assist with company campus and experienced recruiting
Business Development
- Support opportunities to provide prospects and clients with post-close technology and operations advisory for middle-market Insurance and Financial Services businesses; collaborate with practice partners to support these opportunities
- Create work plans, pricing estimates, and risk assessments for prospects
- Actively participate in M&A industry events
- Understand client investment needs/constraints and help tailor proposals appropriately to meet their needs
- Attend networking events and actively build and leverage a professional network and affiliate network in the local community
Qualifications:
- 4+ years participating in team-based, client-facing management or technology consulting or IT M&A experience at corporate strategic client is preferred
- Experienced in specific industry sub-sectors (e.g. Brokers/MGAs, Insurance Carriers, Insurtech, BPO/Insurance Services, FinTech, Wealth Management, etc.) strongly preferred, but not mandatory
- Experience in a M&A-centric role, preferably with Private Equity investors, and with experience in SaaS or software company mergers/integrations, and/or carve-outs/divestitures
- Excellent organizational, verbal and written communication skills
- In-depth knowledge of project planning methodologies and software development life cycles
- Bachelor's degree preferred, or equivalent required; Master's degree or Post-Graduate coursework is a plus
- Strong analytical, problem solving, and quality assurance experience
- Strong communication skills to be able to work with C-level clients
- Ability to travel up to 30%; Travel is short term (2-3 days on-site per diligence project, 50% during post-close execution)
- Ability to work permanently in the United States without sponsorship
- A commitment to inclusion and diversity, and openness to new ideas and perspectives
Based on pay transparency guidelines, the salary range for this role can vary based on your proximity to one of our West Monroe offices (see table below). Information on our competitive total rewards package, including our bonus structure and benefits is here. Individual salaries are determined by evaluating a variety of factors including geography, experience, skills, education, and internal equity.
Employees (and their families) are covered by medical, dental, vision, and basic life insurance. Employees are able to enroll in our company's 401k plan, purchase shares from our employee stock ownership program and be eligible to receive annual bonuses. Employees will also receive unlimited flexible time off and ten paid holidays throughout the calendar year. Ten weeks of paid parental leave will also be available for use after successful completion of one year of employment.
Seattle or Washington, D.C.
$131,400-$146,000 USD
Los Angeles
$137,600-$152,900 USD
New York City or San Francisco
$140,900-$159,900 USD
A location not listed above
$125,100-$139,000 USD
Based on pay transparency guidelines, the salary range for this role is listed below. Information on our competitive total rewards package, including our bonus structure and benefits is here. Individual salaries are determined by evaluating a variety of factors including geography, experience, skills, education, and internal equity.
Employees (and their families) are covered by medical, dental, vision, and basic life insurance. Employees are able to enroll in our company's 401k plan, purchase shares from our employee stock ownership program and be eligible to receive annual bonuses. Employees will also receive unlimited flexible time off and ten paid holidays throughout the calendar year. Ten weeks of paid parental leave will also be available for use after successful completion of one year of employment.
Chicago
$125,100-$139,000 USD
At West Monroe, we work with you.
We're a global business and technology consulting firm passionate about creating measurable value for our clients, delivering real-world solutions.
The combination of business and technology is not new, but how we bring them together is unique. We're fluent in both. We know that technology alone is not the answer, but how we apply it is. We rely on data to constantly adapt and solve new challenges. Actions that work today with outcomes that generate value for years to come.
At West Monroe, we zero in on the heart of the opportunity, getting to results faster and preparing people for what's next.
You'll feel the difference in how we work. We show up personally. We're right there in the room with you, co-creating through the challenges. With West Monroe, collaboration isn't a lofty promise, but a daily action. We work together with you to turn vision into clear action with lasting impact.
West Monroe is an Equal Employment Opportunity Employer
We believe in treating each employee and applicant for employment fairly and with dignity. We base our employment decisions on merit, experience, and potential, without regard to race, color, national origin, sex, sexual orientation, gender identity, marital status, age, religion, disability, veteran status, or any other characteristic prohibited by federal, state or local law. To learn more about diversity, equity and inclusion at West Monroe, visit www.westmonroe.com/inclusion.
If you are based in California, we encourage you to read West Monroe's Notice at Collection for California residents, provided pursuant to the California Consumer Privacy Act (CCPA) and linked here.
