Transaction Advisor - Due Diligence

Description:

• Create and manage project files.
• Assist with obtaining data and documents related to specific projects.
• Organize, catalogue, and provide preliminary screening and review of data and documents received.
• Interpret and summarize information received in spreadsheet format.
• Analyze the information received from a financial, legal, and risk management perspective and provide input to the project manager and team.
• Assist with the preparation of the due diligence document.
• Participate in the presentation of the information in the due diligence document to the customer.
• Assist with the marketing of the property and casualty coverages as required.
• Facilitate tracking and reporting of project activities.

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Qualifications:

• 2-7 years of experience in the property and casualty insurance industry. M&A experience would be a bonus but not required.
• Bachelor’s degree in relevant business discipline.
• Ability to compile, analyze, present, and interpret insurance 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 insurance 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.
• Ability to complete continuing education requirements as needed
• Ability to attend company, department, and team meetings as required, including industry training sessions
• Ability to comply with all company policies and procedures, proactively protecting confidentiality of Client and company information
• Ability to efficiently organize work and manage time in order to meet deadlines
• Ability to travel by automobile and aircraft
• Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
• Ability to work on a computer for a prolonged amount of time
• Ability to work outside of normal business hours as needed
• Legally able to work in the United States