Transaction Analyst/Senior Analyst (P&C Due Diligence)

Lockton•New York, NY

2d•Hybrid

About The Position

The PECAP Transaction Advisory team provides consultative property & casualty insurance and employee benefits due diligence services to the private equity community and Lockton’s existing client base. This team of experienced professionals provides a comprehensive assessment of the financial impact of insurance and employee benefits on a potential acquisition from both a purchase price and ongoing operational perspective. As a P&C Transaction Analyst, you will provide support to multiple project managers by reviewing virtual data rooms, collecting data, and summarizing the information provided by the target corporation. Gaining a thorough understanding of the structure of each transaction and the target entity’s insurance programs, as well as the ability to succinctly summarize and analyze this information using a variety of tools and spreadsheets are integral components to this position.

Requirements

2-7 years’ experience in Property & Casualty Insurance, with baseline knowledge of coverage; M&A experience would be a bonus.
Bachelor’s degree in relevant business discipline.
Ability to compile, analyze, present, and interpret financial information, accurately and with attention to details.
Organizational and time management skills to prioritize workloads and meet time-sensitive deadlines, while balancing the needs of multiple project managers.
Basic understanding of financial statements in relation to employee benefits concepts.
Ability to communicate professionally and effectively in written correspondence and verbally.
Demonstrated interpersonal skills and ability to interact with Associates at all levels of responsibility, both within the department and across the company, to create a cohesive pleasant working environment.
Advanced knowledge of general office and administrative procedures, such as file management, internet search, time and calendar management.
Proficiency with Word, Excel, and PowerPoint, and the ability to quickly learn to effectively use various virtual data sites and Lockton technology tools.
Flexibility to travel, as needed. Anticipated travel is less than five percent per year.
Ability to successfully adapt in a dynamic, changing, fast-paced environment.
Willingness and ability to expand knowledge and effectiveness in employee benefits through classes, workshops, and pursuit of professional designations.
Demonstration of the Lockton culture consistent with the organization’s mission statement and philosoph
Must be authorized to work in the United States, and not require sponsorship for this position, now or in the future