M&A Due Diligence Analyst — Insurance & Benefits (Remote)

Freestone Insurance Group; Cincinnati (OH); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Freestone Insurance Group seeks a diligent professional to support live diligence projects for private equity and financial sponsor transactions. You’ll run information requests, build exposure schedules, and develop benefits cost models while reconciling to financial statements.

The role spans roughly 50% P&C and 50% employee benefits, offering real path to owning workstreams and leading engagements. Candidates should have 2–4 years in insurance, benefits, M&A, or project management, strong

Qualifications

• Strong analytical and financial assessment skills.
• Knowledge of insurance products, risk management principles relevant to M&A.
• Proficiency in report writing and documentation with clear, business-focused language.
• Effective communication and collaboration for fast-paced transaction environments.
• High level of organization and attention to detail with multiple projects.
• Bachelor's degree in Finance, Accounting, Business, Risk Management or related field; experience in M&A or insurance advisory preferred.
• Proficiency with Excel, PowerPoint, and databases to support analysis and reporting.
• Commitment to ethics and discretion with confidential information.

Responsibilities

• Run information requests and build exposure schedules.
• Develop benefits cost models and reconcile with financial statements.
• Draft reports used by the deal team to evaluate risk.

Skills

Analytical skills

Report writing

Communication skills

Organization

Data interpretation

Education

Bachelors in Finance/Accounting/Business

Tools

Excel

PowerPoint

Databases

Job description

Freestone Insurance Group seeks a diligent professional to support live diligence projects for private equity and financial sponsor transactions. You’ll run information requests, build exposure schedules, and develop benefits cost models while reconciling to financial statements.

The role spans roughly 50% P&C and 50% employee benefits, offering real path to owning workstreams and leading engagements. Candidates should have 2–4 years in insurance, benefits, M&A, or project management, strong