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Lockton is a global professional services firm with 6,500 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent insurance broker by helping clients achieve their business objectives. To see the latest insights from Lockton's experts, check Lockton Market Update

A few reasons Associates love working at Lockton include:

  • Opportunities for growth and advancement, including paid training and professional development
  • 12-week paid parental leave
  • A huge emphasis on community involvement
  • Frequent athletic and wellness events
  • Incredibly generous rewards; US Associates receive a Rolex for their 10-year anniversary!

Associate – Investment Banking – Insurance

Finance and Accounting
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Business Overview

Lockton is the world’s largest privately owned, independent insurance broker and consultant. Join a company that’s been recognized as one of the “Best Places to Work in Insurance” for nine years running and that has earned a spot on Forbes’ America’s Best Employers list for the past three years.


Lockton Capital Markets is the corporate finance and capital markets division of Lockton. The business focuses on investment banking and capital markets transactions for insurers, reinsurers, financial sponsors, insurance technology (“insurtech”) companies and corporate pension plans. As the convergence of alternative capital and insurance continues, we are uniquely positioned to offer the experience and expertise to help guide clients.


This role is for an Associate to join Lockton Capital Markets in New York City.


We offer an entrepreneurial and innovative culture, an accelerated learning environment for motivated individuals, a good work life balance and a competitive compensation structure.


Role Description

Associates at Lockton Capital Markets:

§  Work in a transaction-based environment.

§  Can work independently, but also collaborate as part of a small team.

§  Research balance sheets, income statements and regulatory filings of insurance, reinsurance and insurtech companies to develop market commentary.

§  Conduct research of insurance industry trends and key topics.

§  Offer key execution support for senior bankers that provide coverage, merger and acquisition advisory, and capital markets solutions for insurance and insurance technology companies.

§  Provide in-depth financial and strategic analysis of insurance, reinsurance and insurtech companies.

§  Create client-facing pitchbooks, marketing materials and information memos.

§  Develop valuation models.

§  Participate in deals as a member of the deal team

§  Generate client status reports


§  MBA (Finance), equivalent graduate business degree, or equivalent experience.

§  Three to five years of investment banking/corporate finance/M&A/private equity experience.

·       Prior experience working in the Financial Institutions Group of an investment bank or other financial institution is a big plus.

§  Interest in the insurance industry (insurance experience a plus, but not required).

§  In-depth experience with reading financial statements, conducting financial analysis, preparing financial models and creating pitch books using excel and power point.


Application Instructions

§  Please apply online at www.lockton.com/careers

§  Please do not email investment banking professionals directly.


Lockton Companies, LLC is an equal opportunity employer. As a privately held company, we offer a competitive compensation and benefits package reflecting our commitment to attracting and retaining great individuals. This includes health and dental coverage, which begins on your first day of work, 401(k) with match and immediate vesting, a competitive vacation plan and unrivaled career advancement opportunities.

Lockton is known throughout the insurance industry as an entrepreneurial, progressive and successful insurance broker. As a result of continued individual and group accomplishments, Lockton has a record of steady and substantial growth. If you are a committed professional with a passion for delivering unparalleled service, Lockton is interested in hearing from you.

No Agencies Please

Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.

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