Transaction Consultant

Your Responsibilities

The Transaction Advisory Practice (TAP) provides consultative 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.

The Transaction Advisory Practice (TAP) provides consultative 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.

The TAP Employee Benefit Consultant will provide support to the Transaction Advisors and TAP Team Leader 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 are integral components to this position.

• Responsible for assisting in the management of the employee benefits due diligence process for our private equity and corporate clients, including:
• Responsibility to compile, analyze, present, and interpret employee benefits and financial information, accurately and with attention to details for review and presentation by the TAP Transaction Advisor
• Reviewing and analyzing applicable documentation with an eye for identifying and quantifying deal impactful issues relevant to a financial buyer;
• Assisting with coordination with other third party due diligence work streams, including legal, quality of earnings analysis and business strategy;
• Ongoing development of understanding of financial statements in relation to employee benefits concepts;
• Ability to handle non-complex diligence engagements unassisted over time with oversight from TAP Advisor
• Soliciting subject matter expertise, where necessary, from internal Lockton resources include legal and actuarial team as needed
• Assisting in and at times taking full responsibility for developing our diligence findings and writing the due diligence report
• Participating in and at times leading the “read out” calls with the private equity buyer (i.e. presenting our report findings)
• Coordinate with Lockton’s Transactional Liability (TL) team for underwriting questions on reps and warranties insurance that stem from our due diligence.
• Responsible for liaising with Lockton service teams and the client on the transition of new business to Lockton
• Proactively makes alterations to processes and procedures to enhance quality and efficiency, exemplifying the ability to stray from established procedures.
• Performs other responsibilities and duties as needed.

• Time Management and Organization:
  Uses a range of skills, tools, and techniques to manage time when accomplishing specific tasks, projects and goals; this includes planning, allocating, setting goals, delegation, analysis of time spent, monitoring, organizing, scheduling, and prioritizing
• Professionalism:
  Conducts oneself in a polite and respectful manner and demonstrates good judgment when dealing with prospects, internal and external clients
• Client Focus:
  Practices Lockton’s motto, “We Live Service,” while serving Clients’ needs, nurturing effective Client relationships, and contributing to the overall success and satisfaction of Lockton
• Reliability:
  Completes tasks and job…