Transaction Advisory Analyst - Commercial

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

Transaction Advisory Analyst - Commercial

Charlotte, NC, US

4 days ago Requisition ID: 1393

TRANSACTION ADVISORY ANALYST - COMMERCIAL

With over 160 years of experience, Scott Insurance is a leader in developing smart strategies and innovative programs customized to the needs of mid-market companies. We offer property & casualty, employee benefits, captive insurance and surety bonds solutions, as well as personal risk services. An employee-owned company, we are one of the largest independent agencies in the Southeast and have Captive Insurance operations in Grand Cayman and Vermont. For 30 years, we have earned the distinction of a Best Practices Agency and have consistently been ranked among the top 30 agencies in the country by Reagan & Associates, and were recently named to Business Insurance's national Best Places to Work list. Scott has nine offices across North Carolina, South Carolina, Tennessee and Virginia. Our employee owners enjoy a strong, team-centric culture, excellent benefits and retirement programs. As an employee-owned company, our associates are more than employees; they are owners. This ownership creates a unique company culture and provides significant opportunities for our employee owners. We are driven by an entrepreneurial spirit and guided by out-of-the box thinking to deliver world-class service to our clients, primarily mid-market companies.

We currently have an opening for a Transaction Advisory Analyst in Charlotte, NC. If you enjoy working in a dynamic environment that rewards excellence and encourages entrepreneurial thinking, we would like to hear from you!

PRINCIPAL OBJECTIVES OF THE POSITION

As a Transaction Advisory Analyst, you will represent Scott Insurance as a trusted advisor to private equity firms, investors, lenders, and corporate clients. In this role, you will support private equity due diligence efforts by conducting comprehensive property & casualty insurance due diligence and risk assessments for prospective acquisitions and portfolio companies. Your insights will help clients identify potential liabilities, assess insurance-related exposures, and make informed investment decisions throughout the transaction lifecycle.

This will be an on-site position with the opportunity to move to a hybrid schedule (3 days in-office per week + 2 days remote) once training is complete.

PRINCIPAL DUTIES & RESPONSIBILITIES

• Perform insurance due diligence for private equity clients undergoing mergers, acquisitions, and other transactions, evaluating risk exposures, insurance programs, claims history, and contractual obligations.
• Identify potential liabilities, coverage gaps, and insurance-related risks that may impact clients' valuations, future operations, or overall risk profile.
• Analyze claims data, loss trends, insurance costs, and program structures to quantify clients’ financial risks and opportunities.
• Prepare client-ready reports, presentations, and recommendations that support informed investment decisions.
• Partner with investors, attorneys, lenders, accountants, and Scott production team members throughout the due diligence process to gather information, evaluate risk, and support transaction objectives.
• Support post-transaction risk management strategies, insurance program optimization, and practice growth initiatives for assigned clients.
• Perform other duties as assigned.

POSITION QUALIFICATIONS & REQUIREMENTS

• Bachelor's degree in Risk Management, Finance, Business Administration, Economics, Accounting, Insurance, or a related field preferred.
• 2+ years of experience supporting private equity transactions and due diligence engagements, with a background in commercial insurance, underwriting, risk management, brokerage, claims analysis, transaction advisory, consulting, or a related field.
• Active Property & Casualty insurance license, or the ability to obtain licensure within 60 days of employment.
• Knowledge of commercial property & casualty insurance coverages, risk financing concepts, and underwriting principles.
• Experience analyzing insurance programs, claims data, and risk exposures; experience supporting mergers and acquisitions or private equity transactions is a plus.
• Strong analytical and problem-solving skills, with proficiency in Excel, PowerPoint, and data analysis tools.
• Excellent written and verbal communication skills, including the ability to translate complex insurance concepts into actionable business insights.
• Strong business acumen, attention to detail, and organizational skills, with the ability to manage multiple projects and deadlines.
• A consultative, client-focused approach, paired with a curious and investigative mindset.
• Professional designations, or progress toward designations, such as CPCU, ARM, CRM, CIC, CFA, or CPA are preferred.

Scott Insurance is an Equal Opportunity Employer