Transaction Analyst

Lockton Companies - Kansas City, MO

Full-time

Kansas City, MO

Insurance Carriers and Related Activities

About the position

The Transaction Analyst role at Lockton involves providing deal-specific support within the Transaction Advisory Practice (TAP), focusing on property & casualty insurance and employee benefits due diligence services for the private equity community and existing clients. The position requires a thorough understanding of transaction structures and employee benefits programs, along with the ability to analyze and summarize data effectively.

Responsibilities

• 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 policies, summary plan descriptions, employee census, claims experience reports, compliance tests, and other related materials.
• Maintain and update data request lists on an as needed basis.
• Accurately track and record project updates on an as needed basis.
• Serve as a back-up 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 delivering and communicating transactional deal issues as they arise, and our final written findings to the client — the private equity buyer or operating company C-suite executives.
• Responsible for liaising with Lockton service teams and the client on the transition of new business to Lockton.
• Performs other responsibilities and duties as needed.

Requirements

• Bachelor's degree in Finance, Business, Accounting, or equivalent education and/or work experience.
• Proficiency with Word, Excel, PowerPoint, and the ability to quickly learn how to effectively use various virtual data sites and 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 in work/projects and see through completion.
• Ability to communicate professionally in written and verbal correspondence.
• Willingness and ability to expand knowledge and understanding of employee benefits through classes, workshops, and pursuit of professional designations.
• Demonstrated interpersonal skills and the ability to interact with Associates at all levels.
• Legally able to work in the United States.