Transaction Analyst
About The Position
The Transaction Advisory Practice (TAP) 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 Property & Casualty Transaction Analyst, you will provide deal-specific support to multiple Transaction Advisors 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 property & casualty insurance program, 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.
Responsibilities
- Responsible for assisting Transaction Advisors in managing the property & casualty insurance due diligence process for our private equity and corporate clients, including: a. Assist in all facets of electronic and paper data collection processes with organization of documents for analysis.
- Populate and/or create financial spreadsheets and illustrations based upon data financial analysis.
- Review documents and agreements such as insurance policies, carrier loss runs, exposure information, contracts, and other related materials.
- Coordinate distribution of documents to internal departments for specialized analysis, while communicating scope of review and timelines for deliverables.
- Maintain and update data request lists on an as needed basis.
- Serve as a back-up contact for multiple Transaction Advisors for both internal and external contacts.
- Assist with the construction and assembly of highly professional reports of industry leading quality.
- Assist Transaction Advisor in accurately tracking and recording project updates on an as needed basis.
- Assist Transaction Advisor in liaising with Lockton service teams and the client on the transition of new business to Lockton.
- Performs other responsibilities and duties as needed.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Insurance Carriers and Related Activities
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
