Lockton
Transaction Analyst
Lockton’s 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.
Your Responsibilities 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 of this position.
Assist Transaction Advisors in managing the property & casualty insurance due diligence process for our private equity and corporate clients.
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 backup 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 as needed.
Assist Transaction Advisor in liaising with Lockton service teams and the client on the transition of new business to Lockton.
Perform other responsibilities and duties as needed.
Competencies
Time management and organization: Uses a range of skills, tools, and techniques to manage time and accomplish specific tasks, projects, and goals.
Professionalism: Conducts oneself in a polite and respectful manner and demonstrates good judgment.
Client focus: Practices Lockton’s motto, “Uncommonly Independent.”
Reliability: Completes tasks on time while meeting or exceeding expectations.
Communication: Expresses ideas clearly, listens effectively, shares information appropriately.
Industry knowledge: Stays current on issues impacting the industry.
Qualifications
Bachelor’s degree in Finance, Business, Accounting, or equivalent education and/or work experience. M&A experience a plus but not required.
Aptitude in mathematical calculations and general business acumen.
Proficiency with Word, Excel, PowerPoint, and the ability to quickly learn Lockton technology tools.
Ability to successfully adapt in a dynamic, changing, and fast‑paced environment.
Organizational and time management skills to prioritize workloads and meet time‑sensitive deadlines.
Willingness and ability to take initiative and ownership and see through completion.
Professional written and verbal communication skills.
Willingness to expand knowledge of employee benefits through classes and professional designations.
Demonstrated interpersonal skills and ability to interact with Associates at all levels.
Legally able to work in the United States.
Seniority Level Entry level
Employment Type Full‑time
Job Function Finance and Sales
Industries Insurance
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Your Responsibilities 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 of this position.
Assist Transaction Advisors in managing the property & casualty insurance due diligence process for our private equity and corporate clients.
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 backup 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 as needed.
Assist Transaction Advisor in liaising with Lockton service teams and the client on the transition of new business to Lockton.
Perform other responsibilities and duties as needed.
Competencies
Time management and organization: Uses a range of skills, tools, and techniques to manage time and accomplish specific tasks, projects, and goals.
Professionalism: Conducts oneself in a polite and respectful manner and demonstrates good judgment.
Client focus: Practices Lockton’s motto, “Uncommonly Independent.”
Reliability: Completes tasks on time while meeting or exceeding expectations.
Communication: Expresses ideas clearly, listens effectively, shares information appropriately.
Industry knowledge: Stays current on issues impacting the industry.
Qualifications
Bachelor’s degree in Finance, Business, Accounting, or equivalent education and/or work experience. M&A experience a plus but not required.
Aptitude in mathematical calculations and general business acumen.
Proficiency with Word, Excel, PowerPoint, and the ability to quickly learn Lockton technology tools.
Ability to successfully adapt in a dynamic, changing, and fast‑paced environment.
Organizational and time management skills to prioritize workloads and meet time‑sensitive deadlines.
Willingness and ability to take initiative and ownership and see through completion.
Professional written and verbal communication skills.
Willingness to expand knowledge of employee benefits through classes and professional designations.
Demonstrated interpersonal skills and ability to interact with Associates at all levels.
Legally able to work in the United States.
Seniority Level Entry level
Employment Type Full‑time
Job Function Finance and Sales
Industries Insurance
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