Transaction Advisory Analyst - Commercial
About The Position
Scott Insurance is hiring a Transaction Advisory Analyst to serve as a trusted advisor to private equity firms, investors, lenders, and corporate clients. The role supports private equity due diligence by conducting property and casualty insurance due diligence and risk assessments for prospective acquisitions and portfolio companies. The analyst helps clients identify potential liabilities, evaluate insurance-related exposures, and make informed investment decisions throughout the transaction lifecycle. The position is based on-site in Charlotte, North Carolina. After training is complete, there is an opportunity to move to a hybrid schedule of three days in the office and two days remote.
Requirements
- At least 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.
- An active Property & Casualty insurance license, or the ability to obtain licensure within 60 days of employment.
- Knowledge of commercial property and 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 and a curious, investigative mindset.
Nice To Haves
- Bachelor’s degree in Risk Management, Finance, Business Administration, Economics, Accounting, Insurance, or a related field.
- Experience supporting mergers and acquisitions or private equity transactions.
- Professional designations or progress toward designations such as CPCU, ARM, CRM, CIC, CFA, or CPA.
Responsibilities
- Perform insurance due diligence for private equity clients involved in 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 could affect client valuations, future operations, or overall risk profiles.
- Analyze claims data, loss trends, insurance costs, and program structures to quantify clients’ financial risks and opportunities.
- Prepare client-ready reports, presentations, and recommendations to support informed investment decisions.
- Work with investors, attorneys, lenders, accountants, and Scott production team members 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.
- Perform other duties as assigned.
Benefits
- Excellent benefits and retirement programs.
- Employee ownership and opportunities for employee owners.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
