Transaction Analyst (Risk)

Transaction Analyst (Risk)

San Francisco, California, United States of America

Risk

Profile 2601NG

Working at Lockton

At 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 see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.

Business unit

West Series

Salary

70,000-90,000

Schedule Full-time

Lockton

Benefits

• Offerings

• Click Here

• Workplace

• Hybrid

• Responsibility Icon

• Your Responsibilities

• The Transaction Advisory Practice (TAP) provides consultative property & casualty insurance and employee benefits due diligence advisory services to the private equity community and Lockton’s existing client base. 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 a Transaction Analyst, you will provide deal-specific transaction support to TAP Transaction Advisors by reviewing virtual data rooms, collecting data, and summarizing the information provided by the target corporation. The Transaction Analyst will learn the world of private equity, M&A, and due diligence and how it intersects with property and casualty insurance.

• Role responsibilities

• Responsible for assisting Transaction Advisors in managing the property and casualty insurance due diligence process for our private equity and corporate clients, including:

• Assist in all facets of electronic and paper data collection processes with organization of documents for analysis.

• Populate and/or create financial spreadsheets and illustrations based upon data financial analysis.

• Review documents and agreements such as insurance policies, carrier loss runs, exposure information, contracts, and other related materials.

• Coordinate distribution of documents to internal departments for specialized analysis, while communicating scope of review and timelines for deliverables.

• Maintain detailed data request tracking lists, to be updated on an as needed basis.

• Serve as a back-up contact for multiple Transaction Advisors for both internal and external contacts.

• Assist with the construction and assembly of highly professional reports of industry leading quality.

• Assist Transaction Advisor in delivering and communicating transactional deal issues as they arise, and our final written findings to the client — the private equity buyer or operating company C-suite executives.

• Responsible for liaising with Lockton service teams and the client on the transition of new business to Lockton.

• Performs other responsibilities and duties as needed.

• Qualification Icon

Qualifications

• Bachelor’s degree (Finance, Business, Accounting preferred) or equivalent education and/or work experience

• Aptitude in mathematical calculations and general business acumen.

• Ability to successfully adapt in a dynamic, changing, fast-paced environment.

• Basic understanding of financial statements in relation to property and casualty concepts.

• Ability to compile, analyze, present and interpret financial information, accurately and with attention to detail.

• Organizational and time management skills to prioritize workloads to meet time sensitive deadlines.

• Willingness and ability to take initiative and ownership in work/projects and see through completion.

• Ability to communicate professionally in written correspondence.

• Demonstrated interpersonal skills and the ability to interact with Associates at all levels.

• Legally able to work in the United

• Equal Opportunity Statement

• Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

• At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

• About Lockton

• Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.

• At Lockton, we believe in the power of all people. You belong at Lockton.

• How We Will Support You

• At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

• We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.

• Learn more about your Lockton experience

• 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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• Life at Lockton

• August 28, 2026

• 18 Years as a Best P...

• If you’re looking for a place to grow, lead, and do work that matters, take a closer look at Lockton. For the 18th consecutive year, Lockton has been named one of the Best Places to Work in Insurance—a recognition that reflects the people-first culture our Associates help build every day. At Lockton, independence gives us the freedom to invest in what matters most: our people. As the world’s largest privately held independent insurance brokerage, we offer the energy of an entrepreneurial company with the stability, scale, and opportunity of a global business. Own your career. Help build what’s next. Whether you are launching your career or bringing years of experience, Lockton is a place where you can keep growing. Associates are encouraged to bring ideas forward, take ownership, and shape meaningful careers in an environment built on trust, inclusion, and empowerment. Do work that makes an impact Our Associates help clients solve complex challenges, support their communities, mentor one another, and build a business they are proud of. Here, purpose and performance go hand in hand—and the work you do can make a difference for clients, colleagues, and communities. Feel supported at work and beyond We know great work starts with people who feel supported. Lockton offers competitive benefits, wellness resources, and flexibility designed to help Associates thrive professionally and personally. Grow without limits From early-career programs to leadership development, mentorship, professional training, and opportunities across more than 150 offices worldwide, Lockton gives Associates room to learn, lead, and keep moving forward. Our entrepreneurial culture empowers people to think boldly, act with ownership, and grow with purpose. Ready to build your career at one of the best? If you want a career where your voice matters, your growth is supported, and your work has impact, Lockton could be the place for you. Explore opportunities and discover what makes life at Lockton different. About Best Places to Work in Insurance Best Pla