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Relation Insurance Services · 1 day ago

Mergers and Acquisitions Analyst

Chicago, IL

Full-time

Onsite

Entry, Mid Level

$82K/yr - $110K/yr

2+ years exp

Relation Insurance Services is focused on evaluating and acquiring independent small and mid-market insurance brokerages. The Mergers and Acquisitions Analyst will support the M&A team by preparing financial analyses, managing acquisition pipelines, and assisting in transaction execution and integration post-closing.

ConsultingEmployee BenefitsFinancial ServicesInsuranceRetirement

Responsibilities

Supports the M&A team and senior leadership team members across multiple projects by preparing financial and operational analyses for potential mergers and acquisitions

Builds analytical models, performs financial analysis, and evaluates company and market information to value acquisition opportunities

Assists in the day-to-day execution of transactions, including initial valuations, due diligence, senior management meetings and post-deal integration

Assist in the management of Relation's pipeline of potential acquisition targets, including keeping pipeline system up-to-date and tracking the status of each deal

Analyzes current and new markets to understand market structure / trends and recommends strategic acquisition opportunities

Assists Operations, Finance/Accounting, HR, Business Development, IT and Legal teams to ensure seamless integration of acquired companies post-closing

Fosters a success-oriented, accountable environment within the company

Represents the company to clients and business partners

Special projects and other duties as assigned

Qualification

Financial analysisAnalytical modelingM&A experienceMicrosoft OfficeInsurance industry knowledgeInterpersonal skillsPresentation skillsTeam leadershipProblem-solving

Required

2+ years of experience in investment banking, consulting, transaction advisory services at a Big Four accounting firm or holds current M&A position at an insurance brokerage firm

BA/BS in Finance, Accounting, Business or Economics

Ability to travel up to 20% of the time

Enthusiastic, self-motivated, self-starter and maintains a positive attitude

Ability to coordinate complex projects, meet deadlines and manage multiple tasks simultaneously

Advanced financial analysis and modeling skills

Excellent interpersonal, presentation and public speaking skills, both practiced and impromptu

Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications M&A CRM software and other sourcing applications

Demonstrated experience in team leadership and the ability to successfully accomplish company goals

Ability to establish and maintain productive relationships internally and externally

Aptitude in sound decision-making and problem-solving in pressure situations

Willingness to adhere to all principles of confidentiality