Employee Benefits Associate Portfolio Manager

hace 4 semanas


Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completo
About the Role

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
Requirements
  • 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
What We Offer

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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