Transaction Analyst (Risk)
Full Job Posting
Role responsibilities
- Responsible for assisting Transaction Advisors in managing the property and casualty insurance due diligence process for our private equity and corporate clients, including:
- Assist in all facets of electronic and paper data collection processes with organization of documents for analysis.
- Populate and/or create financial spreadsheets and illustrations based upon data financial analysis.
- Review documents and agreements such as insurance policies, carrier loss runs, exposure information, contracts, and other related materials.
- Coordinate distribution of documents to internal departments for specialized analysis, while communicating scope of review and timelines for deliverables.
- Maintain detailed data request tracking lists, to be updated on an as needed basis.
- Serve as a back-up contact for multiple Transaction Advisors for both internal and external contacts.
- Assist with the construction and assembly of highly professional reports of industry leading quality.
- Assist Transaction Advisor in delivering and communicating transactional deal issues as they arise, and our final written findings to the client — the private equity buyer or operating company C-suite executives.
- Responsible for liaising with Lockton service teams and the client on the transition of new business to Lockton.
- Performs other responsibilities and duties as needed.
Qualifications
- Bachelor’s degree (Finance, Business, Accounting preferred) or equivalent education and/or work experience
- Aptitude in mathematical calculations and general business acumen.
- Ability to successfully adapt in a dynamic, changing, fast-paced environment.
- Basic understanding of financial statements in relation to property and casualty concepts.
- Ability to compile, analyze, present and interpret financial information, accurately and with attention to detail.
- Organizational and time management skills to prioritize workloads to meet time sensitive deadlines.
- Willingness and ability to take initiative and ownership in work/projects and see through completion.
- Ability to communicate professionally in written correspondence.
- Demonstrated interpersonal skills and the ability to interact with Associates at all levels.
- Legally able to work in the United
About Lockton
The world's largest privately held independent insurance brokerage.
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