Transaction Analyst

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
1. 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.

b. Populate and/or create financial spreadsheets and illustrations based upon data financial analysis.

c. Review documents and agreements such as insurance policies, carrier loss runs, exposure information, contracts, and other related materials.

d. Coordinate distribution of documents to internal departments for specialized analysis, while communicating scope of review and timelines for deliverables.

e. Maintain and update data request lists on an as needed basis.

f. Serve as a back-up contact for multiple Transaction Advisors for both internal and external contacts.

g. Assist with the construction and assembly of highly professional reports of industry leading quality.

2. Assist Transaction Advisor in accurately tracking and recording project updates on an as needed basis.

3. Assist Transaction Advisor in liaising with Lockton service teams and the client on the transition of new business to Lockton.

4. Performs other responsibilities and duties as needed.

Competencies
1. Time management and organization: Uses a range of skills, tools, and techniques to manage time and accomplish specific tasks, projects, and goals; this includes planning, allocating, setting goals, delegation, analysis of time spent, monitoring, organizing, scheduling, and prioritizing.

2. Professionalism: Conducts oneself in a polite and respectful manner and demonstrates good judgment when dealing with prospects, internal associates, and external clients.

3. Client Focus: Practices Lockton’s motto, “Uncommonly Independent,” while serving clients’ needs, nurturing effective client relationships, and contributing to the overall success and satisfaction of Lockton.

4. Reliability: Completes tasks and job functions on time while meeting or exceeding expectations; carries a trusted reputation for dependability, honesty, consistency, accuracy, and commitment.

5. Communication: Expresses ideas clearly, listens effectively, shares information appropriately, demonstrates interpersonal skills, and resolves conflict as needed.

6. Industry knowledge: Stays current on issues impacting the industry by maintaining expertise in functional area.

Qualifications
1. Bachelor’s degree in Finance, Business, Accounting, or equivalent education and/or work experience. M&A experience a plus but not required.

2. Aptitude in mathematical calculations and general business acumen.

3. Proficiency with Word, Excel, PowerPoint, and the ability to quickly learn how to effectively use various virtual data sites and Lockton technology tools.

4. Ability to successfully adapt in a dynamic, changing, and fast-paced environment.

5. Organizational and time management skills to prioritize workloads and meet time sensitive deadlines.

6. Willingness and ability to take initiative and ownership in work/projects and see through completion.

7. Ability to communicate professionally in written and verbal correspondence.

8. Willingness and ability to expand knowledge and understanding of employee benefits through classes, workshops, and pursuit of professional designations.

9. Demonstrated interpersonal skills and the ability to interact with Associates at all levels.

10. Legally able to work in the United States.

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.

At Lockton, we believe in the power of all people. You belong at Lockton.

At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.

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