Transaction Analyst/Senior Analyst (P&C Due Diligence) at Lockton Companies - UAE

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

11 Jun, 26

Salary

0.0

Posted On

13 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Property & Casualty Insurance, Due Diligence, Data Review, Data Collection, Financial Analysis, Data Summarization, Transaction Structuring, Insurance Program Assessment, Spreadsheet Proficiency, Time Management, Interpersonal Skills, Written Communication, Verbal Communication, File Management, Internet Search, Word Proficiency

Industry

Insurance

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. 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. 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

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Responsibilities

The Transaction Analyst will support multiple project managers by reviewing virtual data rooms, collecting data, and summarizing information from the target corporation regarding insurance programs. Integral components include gaining a thorough understanding of transaction structures and summarizing/analyzing this information using various tools and spreadsheets.