Transaction Analyst/Senior Analyst, P&C Due Diligence

Lockton; New York (NY); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Competitive total rewards package

Continuing education & training

Job summary

Lockton Northeast seeks a P&C Transaction Analyst to support the PECAP Transaction Advisory team in providing due diligence on insurance and employee benefits for private equity and existing clients.

You will review virtual data rooms, collect data, summarize information from target entities, and help assess the financial impact of insurance programs on purchase price and ongoing operations, using Excel and PowerPoint to communicate findings.

Qualifications

• 2-7 years’ experience in Property & Casualty Insurance, with baseline knowledge of coverage.
• Bachelor’s degree in relevant business discipline.
• Ability to compile, analyze, present, and interpret financial information with attention to detail.

Responsibilities

• Review virtual data rooms and collect data for target transactions.
• Summarize information provided by the target corporation for stakeholders.
• Understand transaction structure and insurance programs to assess financial impact.
• Use Excel, PowerPoint and other tools to communicate findings clearly.

Skills

P&C Insurance

Data analysis

Microsoft Excel

PowerPoint

Education

Bachelor's degree in business

Tools

Virtual data rooms

Job description

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.

Your Responsibilities

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.