Transaction Advisory Analyst - Commercial

JAMES A SCOTT & SON•Charlotte, NC

6d•Hybrid

About The Position

Scott Insurance is seeking a Transaction Advisory Analyst to join their team in Charlotte, NC. This role involves representing Scott Insurance as a trusted advisor to private equity firms, investors, lenders, and corporate clients. The analyst will support private equity due diligence efforts by conducting comprehensive property & casualty insurance due diligence and risk assessments for prospective acquisitions and portfolio companies. The goal is to help clients identify potential liabilities, assess insurance-related exposures, and make informed investment decisions throughout the transaction lifecycle. This position is initially on-site with the potential to move to a hybrid schedule after training.

Requirements

Bachelor's degree in Risk Management, Finance, Business Administration, Economics, Accounting, Insurance, or a related field preferred.
2+ years of experience supporting private equity transactions and due diligence engagements, with a background in commercial insurance, underwriting, risk management, brokerage, claims analysis, transaction advisory, consulting, or a related field.
Active Property & Casualty insurance license, or the ability to obtain licensure within 60 days of employment.
Knowledge of commercial property & casualty insurance coverages, risk financing concepts, and underwriting principles.
Experience analyzing insurance programs, claims data, and risk exposures.
Strong analytical and problem-solving skills, with proficiency in Excel, PowerPoint, and data analysis tools.
Excellent written and verbal communication skills, including the ability to translate complex insurance concepts into actionable business insights.
Strong business acumen, attention to detail, and organizational skills, with the ability to manage multiple projects and deadlines.
A consultative, client-focused approach, paired with a curious and investigative mindset.

Nice To Haves

Experience supporting mergers and acquisitions or private equity transactions is a plus.
Professional designations, or progress toward designations, such as CPCU, ARM, CRM, CIC, CFA, or CPA are preferred.

Responsibilities

Perform insurance due diligence for private equity clients undergoing mergers, acquisitions, and other transactions, evaluating risk exposures, insurance programs, claims history, and contractual obligations.
Identify potential liabilities, coverage gaps, and insurance-related risks that may impact clients' valuations, future operations, or overall risk profile.
Analyze claims data, loss trends, insurance costs, and program structures to quantify clients’ financial risks and opportunities.
Prepare client-ready reports, presentations, and recommendations that support informed investment decisions.
Partner with investors, attorneys, lenders, accountants, and Scott production team members throughout the due diligence process to gather information, evaluate risk, and support transaction objectives.
Support post-transaction risk management strategies, insurance program optimization, and practice growth initiatives for assigned clients.