Symphony Risk Solutions · 13 hours ago
Private Equity (PE) Benefits Strategy Sr. Associate
Chicago, IL
Full-time
Hybrid
Senior Level, Lead/Staff
$185K/yr - $220K/yr
15+ years expSymphony Risk Solutions LLC. is seeking an experienced Private Equity (PE) Benefits Strategy Senior Associate to join their consulting team. The role involves leading the Private Equity Benefits Strategy Group and ensuring the delivery of rapid-turnaround benefits insights while overseeing due-diligence engagements and developing strategic consulting opportunities.
Commercial InsuranceConsultingEmployee BenefitsInsuranceRisk Management
Hiring Manager
Katy Ericson
Responsibilities
Lead all benefits-related components of private equity due-diligence engagements, including cost assessment, plan benchmarking, funding analysis, compliance evaluation, and optimization opportunities
Serve as the primary point of contact for Symphony Transact as it relates to employee benefits, ensuring exceptional responsiveness and precision for rapid-turnaround diligence needs
Oversee development and delivery of diligence reports, ensuring accuracy, clarity, and consistency across every engagement
Develop a structured approach for converting diligence engagements into strategic consulting opportunities following transaction close
Lead portfolio-level benefits reporting and insights for private equity firms, delivering clear, data-driven analysis on benefit plan performance, cost trends, risk indicators, and strategic opportunities across the portfolio
Serve as the senior benefits M&A subject-matter expert, supporting integrations, harmonizations, and transition planning for newly acquired or merging entities, ensuring alignment with Symphony Consulting standards and PE sponsor expectations
Support the design and execution of Symphony’s PE growth initiatives, partnering with Symphony Transact leadership to identify opportunities, build frameworks, and drive enterprise-level strategies that strengthen Symphony’s private-equity presence
Qualification
Required
15+ years in employee benefits consulting, underwriting/analytics, M&A/PE advisory, or related domains
Expertise in health & welfare strategy, funding mechanisms, cost modeling, benchmarking, and benefits compliance
Strong executive presence, with the ability to work directly with PE deal teams, operating partners, CFOs, and HR/Benefits leaders
Ability to thrive in a fast-paced environment with highly variable deal flow and compressed timelines
Proven success building new operating models, processes, or service lines
Entrepreneurial mindset with strong accountability, urgency, and bias toward action
Proficient in Microsoft Office Suite and insurance-specific software
Preferred
Demonstrated experience supporting private equity transactions, corporate carve-outs, or M&A integration preferred
Experience with AMS 360 is a plus
Company
Symphony Risk Solutions
Symphony Risk Solutions is an insurance solutions company that offers risk management, employee benefits, consultation & training services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Michael Marcon
Founder & CEO
Robert Goss
Chief Financial Officer
Recent News
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