Portfolio Manager - Private Equity, Mergers & Acquisitions (PEMA)

The Private Equity, Mergers & Acquisitions (PEMA) Portfolio Manager strategically manages complex accounts and is assigned to at least one global private equity client with revenues in the range of $5mm to $10mm and 20 to 40 portfolio companies generating 5 to 10 new business opportunities a year. Collaborates with PEMA Senior Relationship Officers and local Client Executives on new and existing portfolio accounts. Responsible for developing and maintaining client satisfaction and achieving revenue growth goals at both the private equity and portfolio company level.

Essential Functions:


  • Assists in driving collaboration across practices, geographies and MMC companies
  • Leads client/prospect appointments
  • Schedules and lead pre-renewal meetings for major portfolio companies
  • Provides input in discussion of Client Service Agreements. Works with local field CE's on the development and finalization of Agreements
  • Establishes and maintains private equity client open list items
  • Responds to day-to-day requests directed at the SRO

  • Identifies and execute cross-selling opportunities with existing portfolio companies and new business opportunities within the private equity firms portfolio
  • Analyzes client/prospect research and industry issues and identifies opportunities for delivering Marsh/MMC solutions
  • Achieves personal client retention and revenue growth goals
  • Monitors the revenue, profitability and timely billing
  • Assists in Pricing of Service and fee negotiation

Colleague Capability
  • Leads client service team; coaches and develops team members
  • Leads the service team by setting goals, monitoring progress, assuring service meets or exceeds client expectations, and protecting the firm from Errors & Omissions (E&O)
  • Drives toward building identified Client Development competencies for self
  • Develops and maintains a fluency in MMC/Marsh's service offerings

  • Assists the SRO and/or local CE in implementing action plans, monitoring progress, assuring service meets or exceeds client expectations and protecting the firm from Errors & Omissions
  • Communicates regularly with clients and service team members. Monitors feedback through surveys and ongoing dialogue
  • Acts as project manager for specific service team's work and renewals, as directed by the SRO
  • Utilizes available tools and technology to improve personal and team productivity

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