Managing Consultant, Private Equity and M&A - Remote

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Our Newest Opportunity:  

Reporting to the National Practice Leader, Private Equity and M&A, the Private Equity and M&A (PEMA) Managing Consultant will work closely with OneDigital consulting teams, clients, and private equity firms to lead and coordinate due diligence activities and support various other PEMA activities, including but not limited to preparing presentations, conducting research, and performing analysis.  This role will support the management of relationships with portfolio company clients and private equity firms, the institutionalization of due diligence processes and deliverables for client transaction activities and serve as an expert resource for OneDigital consulting teams. 

Key Responsibilities & Duties 

• Project manage due diligence processes in coordination with consulting team and subject matter experts  

• Review and inventory documents and information contained in virtual data rooms 

• Maintain data request list between Client and OneDigital, including coordination with internal subject matter experts and in-market teams 

• Analyze data, research, and organize findings into due diligence report  

• Interact with internal partners and clients to provide regular updates on the process and deliver due diligence reports  

• Engage local market and subject matter experts across the OneDigital organization 

• Guide and educate OneDigital subject matter experts on the due diligence process and deliverables 

• Prepare PEMA presentations for external and internal use  

• Conduct market research to support PEMA sales strategy and initiatives  

• Provide insights and guidance on private equity firms, the industry, and processes to OneDigital consulting teams and clients  

• Other associated or PEMA-related tasks, as requested 

Preferred Experience 

• Bachelor's degree or equivalent education and/or experience required, in a business-related field preferred 

• 5 - 7 years employee benefits experience 

• Experience with transaction-related activities (e.g., due diligence, integration, harmonization, carve-out stand up, etc.) 

• Experience working directly with private equity firms  

Required Capabilities 

• Strong written and oral presentation skills 

• Ability to prioritize and manage multiple projects simultaneously while meeting time-sensitive deadlines  

• Responsive and flexible, willing to work non-traditional business hours when required 

• Strong interpersonal skills to effectively relate to and impact key audiences both internally and externally  

• Commitment to protecting client confidentiality 

• Proficient use of technology including MS Excel, Power Point, Power BI, or other analytics software 

• Self-motivated and proactive approach, overall inclined to action 

• Ability to work in a very fast-paced environment