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Associate Portfolio Manager, Private Equity
3 months ago
About the Team & Role:
The Private Equity Practice provides consultative advice on property and casualty and employee benefits insurance to the private equity community and their portfolio companies. The Private Equity Practice supports our private equity partners with due diligence, pre-closing consolidation/cost saving strategies, and post-closing placement services. 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 an Associate Portfolio Manager, you will provide support to our Portfolio Managers who are focused on converting portfolio companies into Lockton clients. You will support the Portfolio Managers by reviewing pre-closing data, running demographic and actuarial models, completing industry benchmark reports, coordinating deliverables with internal Lockton resources, running simple cost saving models and placing findings into an Opportunities Assessment document for the Private Equity firms. You will also be involved post-closing to help transition new clients to their ongoing Lockton service team, share knowledge and data gathered during the deal process and support employee communication material as needed.
Additional Responsibilities:
- Recommends potential enhancements or improvements to processes, products, and/or policies
- Engages in Portfolio Company strategy meetings to manage expectations around cost saving opportunities
- Develops and presents coverage plan and renewal terms to Portfolio Company
- Assesses and interprets exposure information from the Portfolio Company
- Reviews new business opportunity information and provides related recommendations to Portfolio Managers
- Establishes and maintains relationships and interfaces with Portfolio Company, carriers, and other vendors
- Develops financial models and reports for Portfolio Company and more senior staff, provides interpretation and implication of analysis, as well as recommendations
- Bachelor's degree in relevant business discipline.
- Minimum of 2 years' experience in the employee benefits industry. M&A experience preferred.
- Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint) and the ability to quickly learn and effectively use various virtual data sites and Lockton technology tools
- Ability to compile, analyze, present, and interpret employee benefits and financial information, accurately and with attention to details.
- Strong organizational and time management skills; ability to prioritize workload and meet time-sensitive deadlines.
- 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.
- Legally able to work in the United States
