About the position
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.
Requirements
• 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 philosoph
• Must be authorized to work in the United States, and not require sponsorship for this position, now or in the future
Nice-to-haves
• M&A experience would be a bonus.