Transaction Analyst/Senior Analyst, P&C Due D...

Lockton Companies; New York (NY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Lockton Companies in New York City is seeking a P&C Transaction Analyst to support due diligence for private equity transactions and ongoing client work. You will review data rooms, collect and summarize data, and learn the structure of each target’s insurance programs to inform purchase price and ongoing operations.

The role emphasizes data-driven analysis, clear communication with project managers, and the ability to work in a flexible, hybrid environment with travel less than five percent per

Qualifications

• 2-7 years’ experience in Property & Casualty Insurance, with baseline knowledge of coverage; M&A experience would be a bonus.
• Bachelor’s degree in relevant business discipline.
• Ability to compile, analyze, present, and interpret financial information, accurately and with attention to details.
• Organizational and time management skills to prioritize workloads and meet time-sensitive deadlines.
• Basic understanding of financial statements in relation to employee benefits concepts.
• Ability to communicate professionally and effectively in written correspondence and verbally.
• Demonstrated interpersonal skills and ability to interact with Associates at all levels to create a cohesive working environment.
• Proficiency with Word, Excel, and PowerPoint, and ability to learn Lockton technology tools.
• Flexibility to travel, anticipated travel less than five percent per year.

Responsibilities

• Review virtual data rooms, collect data, and summarize information provided by the target corporation.
• Develop a thorough understanding of each transaction’s structure and the target’s insurance programs.
• Analyze information using a variety of tools and spreadsheets to assess impact on purchase price and ongoing operations.
• Support multiple project managers and help deliver due diligence insights to clients.

Skills

P&C Insurance

Financial analysis

Data collection

Stakeholder communication

Education

Bachelor's degree in business

Tools

Word

Excel

PowerPoint

Virtual data rooms

Job description

New York City, New York, United States of America

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.

About Lockton Northeast

For the Northeast Series, you’ll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work ethic, and an ability to go above and beyond to make a difference for our clients, the Northeast continues to experience double-digit (organic!) growth.

We offer a flexible & hybrid work environment that allows our Associates to split their time between in-person and remote.

Position Overview

The PECAP Transaction Advisory team 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 P&C Transaction Analyst, you will provide support to multiple project managers 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 insurance programs, 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.

Qualifications

• 2-7 years’ experience in Property & Casualty Insurance, with baseline knowledge of coverage; M&A experience would be a bonus.
• Bachelor’s degree in relevant business discipline.
• Ability to compile, analyze, present, and interpret financial information, accurately and with attention to details.
• Organizational and time management skills to prioritize workloads and meet time-sensitive deadlines, while balancing the needs of multiple project managers.
• Basic understanding of financial statements in relation to employee benefits concepts.
• Ability to communicate professionally and effectively in written correspondence and verbally.
• Demonstrated interpersonal skills and ability to interact with Associates at all levels of responsibility, both within the department and across the company, to create a cohesive pleasant working environment.
• Advanced knowledge of general office and administrative procedures, such as file management, internet search, time and calendar management.
• Proficiency with Word, Excel, and PowerPoint, and the ability to quickly learn to effectively use various virtual data sites and Lockton technology tools.
• Flexibility to travel, as needed. Anticipated travel is less than five percent per year.
• Ability to successfully adapt in a dynamic, changing, fast-paced environment.
• Willingness and ability to expand knowledge and effectiveness in employee benefits through classes, workshops, and pursuit of professional designations.
• Demonstration of the Lockton culture consistent with the organization’s mission statement and philosophies.
• Must be legally authorized to work in the United States and not require sponsorship, now or in the future.

Benefits

Lockton is committed to advancing diversity and inclusion. We have a dynamic entrepreneurial culture in which our people are empowered to make a difference to better serve client needs. We are committed to giving back to our communities and we are invested in your success.

We offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing organization.

Equal Opportunity Statement

Lockton Companies is proud to provide everyone anequal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learnsfrom, celebrates and thrives because of ourbreadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

About Lockton

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.

How We Will Support You

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.

Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.