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Lockton · 2 weeks ago

Employee Benefits Due Diligence, Transaction Analyst

New York, NY

Full-time

Hybrid

Mid, Senior Level

2+ years exp

Lockton is a dynamic company that provides consultative property & casualty insurance and employee benefits due diligence services. As a Transaction Analyst, you will support project managers by reviewing data, summarizing information, and analyzing employee benefits related to acquisitions.

Auto InsuranceInsuranceRisk Management

No H1B

Responsibilities

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

Qualification

Employee benefits analysisM&A experienceFinancial statement understandingExcelOrganizational skillsCommunication skillsInterpersonal skillsTime managementAdaptabilityAttention to detail

Required

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 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 philosophies

Legally able to work in the United States and will not require sponsorship for this position, now or in the future