Transactional Risk Analyst
- Classification: Exempt, Full-time
- Reports to: Senior Vice President, DUAL Transaction Solutions
- Travel: 0-25%
- Salary: $90,000-$100,000 Role overview DUAL North America, Inc. is seeking a curious and self-motivated analyst to support the underwriting of policies for mergers and acquisitions (M&A). Private equity and strategic buyers in M&A deals seek policies to protect them from risk on the target companies they acquire. The analyst would serve underwriters on the team. The team itself has significant exposure to the full gamut of players in the M&A process: attorneys, insurance brokers and financial advisors. A portion of the role would also support tax underwriters in issuing transactional risk tax policies. Role responsibilities
- Draft quotes for policies on prospective M&A deals: With the supervision of an underwriter, analysts review legal agreements and documents from investment banks and financial advisors. They then
- File management: Support underwriter during active underwriting process by circulating and preparing relevant documentation and communication.
- Analysis: Review of financial statements, confidential information memoranda from investment banks, legal agreements, and emails from counsel.
- Policy issuance: Monitor outstanding subjectivities on various deals at the same time. Prepare formal documents when subjectivities are satisfied.
- Liaise with brokers and counsel: First point of contact for broker requests on active deals. Communicate counsel opinion to broker for dissemination to deal's buyer.
- Compliance: Assist underwriters in appropriately documenting the underwriting process.
- Undergraduate degree
- Undergraduate work experience or internships. Interest in mergers and acquisitions is highly desirable.
- Business or insurance knowledge is helpful but not required. No tax knowledge needed.
- Professionalism. Ability to take responsibility for projects, anticipate problems, communicate with appropriate tone and timeliness.
- Responsiveness. Time is of the essence in M&A. Emails may be sent beyond a traditional 9-5 schedule but still need attention. Diligence monitoring phone.
- Organization. Ability to keep track of multiple deals in varying stages. Must organize high volume of email.
- Analysis. Ability to synthesize information and distill relevant points.
- Communication. The analyst will communicate with M&A professionals regarding time-sensitive documents. Analyst must identify bottlenecks as they arise and proactively communicate them to underwriter.
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