Mergers and Acquisitions Analyst

Relation Insurance • Chicago, IL

2d • $82,000 - $110,000

About The Position

The Analyst, Mergers and Acquisitions (M&A) is an instrumental part of a dynamic team aimed at evaluating and acquiring independent small and mid-market insurance brokerages. The person in this position is a dedicated support resource for the M&A team, working closely with the Senior Director of M&A and the Director of M&A. The M&A Analyst will be involved in all aspects of the acquisition process, from the initial screening of a potential deal through the process of closing a transaction, as well as post-close actions, and will work with cross-functional teams throughout the organization, including Operations, Finance/Accounting, HR, Business Development, IT and Legal. The Analyst will support corporate initiatives such as preparing presentations and analysis for senior management and the board of directors, M&A pipeline management and preparing deal status reports. A GLIMPSE INTO THE DAY Supports the M&A team and senior leadership team members across multiple projects by preparing financial and operational analyses for potential mergers and acquisitions. Builds analytical models, performs financial analysis, and evaluates company and market information to value acquisition opportunities. Assists in the day-to-day execution of transactions, including initial valuations, due diligence, senior management meetings and post-deal integration. Assist in the management of Relation's pipeline of potential acquisition targets, including keeping pipeline system up-to-date and tracking the status of each deal. Analyzes current and new markets to understand market structure / trends and recommends strategic acquisition opportunities. Assists Operations, Finance/Accounting, HR, Business Development, IT and Legal teams to ensure seamless integration of acquired companies post-closing. Fosters a success-oriented, accountable environment within the company. Represents the company to clients and business partners. Special projects and other duties as assigned.

Requirements

• 2+ years of experience in investment banking, consulting, transaction advisory services at a Big Four accounting firm or holds current M&A position at an insurance brokerage firm.
• BA/BS in Finance, Accounting, Business or Economics.
• Ability to travel up to 20% of the time.
• Enthusiastic, self-motivated, self-starter and maintains a positive attitude.
• Ability to coordinate complex projects, meet deadlines and manage multiple tasks simultaneously.
• Advanced financial analysis and modeling skills.
• Excellent interpersonal, presentation and public speaking skills, both practiced and impromptu.
• Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word).
• Must be computer literate with the ability to learn new software applications M&A CRM software and other sourcing applications.
• Demonstrated experience in team leadership and the ability to successfully accomplish company goals.
• Ability to establish and maintain productive relationships internally and externally.
• Aptitude in sound decision-making and problem-solving in pressure situations.
• Willingness to adhere to all principles of confidentiality.

Nice To Haves

• Experience in the insurance / insurance distribution industry highly preferred.

Responsibilities

• Supports the M&A team and senior leadership team members across multiple projects by preparing financial and operational analyses for potential mergers and acquisitions.
• Builds analytical models, performs financial analysis, and evaluates company and market information to value acquisition opportunities.
• Assists in the day-to-day execution of transactions, including initial valuations, due diligence, senior management meetings and post-deal integration.
• Assist in the management of Relation's pipeline of potential acquisition targets, including keeping pipeline system up-to-date and tracking the status of each deal.
• Analyzes current and new markets to understand market structure / trends and recommends strategic acquisition opportunities.
• Assists Operations, Finance/Accounting, HR, Business Development, IT and Legal teams to ensure seamless integration of acquired companies post-closing.
• Fosters a success-oriented, accountable environment within the company.
• Represents the company to clients and business partners.
• Special projects and other duties as assigned.

Benefits

• Competitive pay.
• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
• Career advancement and development opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1,001-5,000 employees