The role of the Senior Analyst/Associate Consultant is to manage the administration for M&A employee benefits due diligence projects and Key Person placement along with support for Key Lockton clients, being a key resource to both the Specialty Services Consulting team and the wider team.

Key Responsibilities

• Assist Consultants dealing with M&A due diligence transactions to gather and review documentation from data rooms for analysis of employee benefit programmes for acquisitions, mergers and divestitures to support the wider due diligence process
• Assist Consultants with Key Person placement by supporting administration of initial applications and throughout underwriting
• Assist Consultants in preparation of client deliverables and materials, including but not limited to due diligence reporting, periodic status reports and financial and technical summaries
• Assist Consultants in tracking project progress and timelines, maintaining client files, populating and maintaining activity/issues trackers
• Support team members in addressing and resolving client issues involving claims, administration, compliance, etc.
• Meet all regulatory requirements

• Proactive and enthusiasm to learn and grow experience in M&A projects along with wider benefit consultancy
• Proven experience in working to deadlines
• Track record of accuracy and attention to detail
• Ability to adapt under pressure and problem solve
• Ability to support, add value and provide high quality outputs
• Robust comprehension and calculation skills
• Strong MSOffice skills, including Excel and PowerPoint
• Impeccable attention to detail
• Strong organisation and prioritisation skills
• Fast learner, with the ability to pick-up new processes, skills and knowledge
• Strong team working and individual intuition
• Personable and professional with internal and external parties
• Ability to manage day to day responsibilities of managing projects effectively
• Provide support to junior team members, dedicating time to upskilling & educating
• Continued learning beyond GR1 and IF7 required – Cert CII qualified ideal