What are the responsibilities and job description for the Transaction Advisor - Due Diligence position at Lockton?
Your Responsibilities
Description:
Qualifications:
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.
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
