Transaction Analyst

Transaction Analyst

Lockton’s Transaction Advisory Practice (TAP) 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 Property & Casualty Transaction Analyst, you will provide deal‑specific support to multiple Transaction Advisors 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 property & casualty insurance program, as well as the ability to succinctly summarize and analyze this information using a variety of tools and spreadsheets, are integral components of this position.

• Assist Transaction Advisors in managing the property & casualty insurance due diligence process for our private equity and corporate clients.
• 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 and update data request lists on an as‑needed basis.
• Serve as a backup 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 accurately tracking and recording project updates as needed.
• Assist Transaction Advisor in liaising with Lockton service teams and the client on the transition of new business to Lockton.
• Perform other responsibilities and duties as needed.

• Time management and organization:
  Uses a range of skills, tools, and techniques to manage time and accomplish specific tasks, projects, and goals.
• Professionalism:
  Conducts oneself in a polite and respectful manner and demonstrates good judgment.
• Client focus:
  Practices Lockton’s motto, “Uncommonly Independent.”
• Reliability:
  Completes tasks on time while meeting or exceeding expectations.
• Communication:
  Expresses ideas clearly, listens effectively, shares information appropriately.
• Industry knowledge:
  Stays current on issues impacting the industry.

• Bachelor’s degree in Finance, Business, Accounting, or equivalent education and/or work experience. M&A experience a plus but not required.
• Aptitude in mathematical calculations and general business acumen.
• Proficiency with Word, Excel, PowerPoint, and the ability to quickly learn Lockton technology tools.
• Ability to successfully adapt in a dynamic, changing, and fast‑paced environment.
• Organizational and time management skills to prioritize workloads and meet time‑sensitive deadlines.
• Willingness and ability to take initiative and ownership and see through completion.
• Professional written and verbal communication skills.
• Willingness to expand knowledge of employee benefits through classes and professional designations.
• Demonstrated interpersonal skills and ability to interact with Associates at all levels.
• Legally able to work in the United States.

Entry level

Full‑time

Finance and Sales

Insurance