Insurance Transaction Advisory Analyst

James A Scott & Son Inc; Charlotte (NC); On-site; USD 80,000 - 110,000; Full time

Job summary

Scott Insurance in Charlotte, NC is seeking a Transaction Advisory Analyst to support private equity due diligence with a focus on property & casualty insurance. You will assess risk, analyze programs, and prepare reports for investment decisions in a dynamic, on-site role with potential hybrid scheduling after training.

Ideal candidates have a related Bachelor's degree and 2+ years in private equity due diligence or related fields, plus licensing or ability to obtain licensure.

Qualifications

• Bachelor's degree in a related field preferred.
• 2+ years of experience supporting private equity transactions and due diligence.
• Active Property & Casualty license or ability to obtain within 60 days.
• Knowledge of commercial property & casualty coverages and underwriting principles.

Responsibilities

• Perform insurance due diligence for private equity clients during M&A and other transactions.
• Identify liabilities, coverage gaps, and insurance-related risks affecting valuations.
• Analyze claims data, loss trends, costs, and program structures to quantify risks and opportunities.
• Prepare client-ready reports, presentations, and recommendations for investment decisions.
• Collaborate with investors, attorneys, lenders, accountants, and Scott teams throughout due diligence.

Skills

Excel

PowerPoint

Data analysis tools

Analytical skills

Communication skills

Education

Bachelor's degree in Risk Management, Finance, Business Administration, Economics, Accounting, Insurance, or related field

Tools

Excel

PowerPoint

Data analysis tools

Job description

Scott Insurance in Charlotte, NC is seeking a Transaction Advisory Analyst to support private equity due diligence with a focus on property & casualty insurance. You will assess risk, analyze programs, and prepare reports for investment decisions in a dynamic, on-site role with potential hybrid scheduling after training.

Ideal candidates have a related Bachelor's degree and 2+ years in private equity due diligence or related fields, plus licensing or ability to obtain licensure.