Employee Benefits Due Diligence, Transaction ... - Lockton Companies : Job Details

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.

Northeast Series

$80,000-$95,000

Full-time

Standard

Hybrid

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 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 benefit 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 the employee benefits industry, preferably inclusive of both health & welfare and retirement plans. M&A experience would be a bonus.
• Bachelor's degree in relevant business discipline.
• Ability to compile, analyze, present, and interpret employee benefits and 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 datasites 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.

Lockton Companies is proud to provide everyone an equal 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.

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 10,000+ Associates doing business in over 100 countries are empowered to do what's right every day.

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.