M&A Insurance Risk Transaction Analyst

Lockton; San Francisco (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

Lockton’s Transaction Advisory Practice (TAP) seeks a Transaction Analyst in San Francisco to support due diligence for private equity clients. You will review data rooms, collect data, and summarize information provided by target companies, gaining exposure to M&A, private equity, and insurance-related diligence.

You’ll work with TAP Advisors, coordinating documents, building financial visuals, and helping assemble client-ready reports.

Qualifications

• Bachelor’s degree in Finance, Business, or Accounting, or equivalent.
• Strong mathematical aptitude and business sense.
• Ability to adapt in a dynamic, fast-paced environment.
• Basic understanding of financial statements related to P&C.
• Ability to compile, analyze, present financial information with accuracy.
• Excellent organizational and time-management skills.
• Willingness to take initiative and ownership.
• Professional written communication and interpersonal skills.
• Legally eligible to work in the United States.

Responsibilities

• Assist Transaction Advisors in managing the property and casualty insurance due diligence process for private equity and corporate clients.
• Interface with data rooms, coordinate data collection and organization of documents for analysis.
• Create financial spreadsheets and illustrations based on data analyses.
• Review insurance policies, carrier loss runs, exposure information, contracts, and related materials.
• Coordinate distribution of documents to internal teams for specialized analysis with clear timelines.
• Maintain data request tracking lists and update as needed.
• Serve as a back-up contact for multiple Transaction Advisors.
• Assist in producing high-quality, professional reports for clients.

Skills

Finance knowledge

Business acumen

Analytical thinking

Attention to detail

Time management

Communication

Interpersonal skills

Initiative

Ownership

Adaptability

Education

Bachelor’s degree (Finance, Business, Accounting) or equivalent

Job description

Lockton’s Transaction Advisory Practice (TAP) seeks a Transaction Analyst in San Francisco to support due diligence for private equity clients. You will review data rooms, collect data, and summarize information provided by target companies, gaining exposure to M&A, private equity, and insurance-related diligence.

You’ll work with TAP Advisors, coordinating documents, building financial visuals, and helping assemble client-ready reports.