Lockton is a global professional services firm with more than 8,000 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. Check out the latest insights from Lockton's experts.  


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.
  • An emphasis on community involvement and giving back.
  • Frequent athletic and wellness events.
  • Incredibly generous rewards; US Associates receive a Rolex for their 10-year anniversary!
  • We are uncommonly and perpetually independent.
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Client Services
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Description: 

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-close consolidation/cost saving strategies, and post-close 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 Private Equity Analyst, you will provide support to our Portfolio Manager who is focused on converting portfolio companies into Lockton clients. You will support the Portfolio Manager by reviewing pre-close data, running demographic and actuarial models, completing industry benchmark reports, running simple cost saving models and placing findings into an Opportunities Assessment document for the Private Equity firms.

 

Educational and Experience Requirements: 

  • 2-5 years’ experience in the employee benefits industry, preferably inclusive of both health & welfare and retirement plans. M&A experience would be a bonus.
  • Bachelor’s degree in relevant business discipline.

 

Desired Skills and Knowledge: 

  • Ability to compile, analyze, present, and interpret employee benefits and financial information, accurately and with attention to details.
  • Organizational and time management skills 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.
  • Proficiency with Word, Excel, and PowerPoint, and the ability to quickly learn to effectively use various virtual data sites and Lockton technology tools.

 

General Expectations: 

  • Flexibility to travel, as needed. Anticipated travel is less than 10 percent per year.
  • Ability to successfully adapt in a dynamic, changing, fast-paced environment.
  • Willingness and ability to expand knowledge and effectiveness in employee benefits through classes, workshops, and pursuit of professional designations.
  • Demonstration of the Lockton culture consistent with the organization’s mission statement and philosophies.

 

Lockton Companies LLC is proud to provide everyone an equal opportunity to grow and advance. We strive to cultivate an environment that learns from, celebrates, and thrives because of our breadth of differences. We are committed to fostering a culture where every member of the Lockton family feels valued and accepted as they are and safe to bring their authentic selves to work every single day. At the end of the day, our mission is to ensure that our family can be anyone’s family.

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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