Qualifications

• Bachelor's degree in Finance, Business, Accounting, or related field; equivalent experience accepted
• Strong mathematical aptitude and business understanding
• Flexibility to thrive in a fast-paced, evolving environment
• Basic knowledge of financial statements related to insurance concepts
• Proficiency in compiling and interpreting detailed financial data
• Excellent organizational skills to manage tight deadlines
• Proactive approach to projects with a focus on completion
• Effective written communication skills
• Strong interpersonal abilities for collaboration across all levels
• Eligibility to work legally in the U.S.

Responsibilities

• Assist Transaction Advisors in managing insurance due diligence for clients
• Facilitate electronic and paper data collection and document organization
• Create and populate financial spreadsheets based on analysis
• Review insurance policies and related documents for accuracy and relevance
• Distribute documents to relevant departments, clarifying scope and timelines
• Maintain updated data request tracking lists
• Support multiple Transaction Advisors as a back-up contact
• Help prepare high-quality reports for client presentation
• Convey transactional findings and issues to private equity buyers and executives
• Coordinate the transition of new business with Lockton service teams

Benefits

• Opportunity to work in the intersection of private equity and insurance advisory
• Gain experience in M&A and due diligence processes
• Collaborate with a team of experienced professionals
• Access to professional development resources
• Dynamic work environment fostering growth and adaptability