Employee Benefits Associate Portfolio Manager
hace 4 semanas
We are seeking a highly skilled and motivated Employee Benefits Associate Portfolio Manager to join our team. As a key member of our Private Equity Practice, you will provide consultative advice on property and casualty and employee benefits insurance to the private equity community and their portfolio companies.
Responsibilities- Support Portfolio Managers in converting portfolio companies into Lockton clients
- Review pre-closing data, run demographic and actuarial models, and complete industry benchmark reports
- Coordinate deliverables with internal Lockton resources and run simple cost-saving models
- Place findings into an Opportunities Assessment document for the Private Equity firms
- 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
- Bachelor's degree in a relevant business discipline
- Minimum of 2 years' experience in the employee benefits industry
- M&A experience preferred
- Strong knowledge of Microsoft Office Suite and ability to quickly learn and effectively use various virtual data sites and Lockton technology tools
We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and detail-oriented individual with a passion for employee benefits, we encourage you to apply for this exciting opportunity.
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Puerto Diablo, Puerto Rico Jobleads-Us A tiempo completoBoston, Massachusetts, United States of AmericaAt Lockton, we're passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We're active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can...
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