Transactional Risk Analyst

DUAL North America, Inc. is seeking a curious and self-motivated analyst to support the underwriting of policies for mergers and acquisitions (M&A). The analyst will assist underwriters by reviewing legal agreements, managing documentation, and liaising with brokers and counsel during the underwriting process.

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

Skills

• Bachelor's degree in risk management, Finance, Business or a related field preferred
• 0 – 1 year underwriter or insurance experience
• Foundational knowledge of insurance principles
• 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
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
• Ability to follow policies and procedures
• Complete assigned tasks correctly, on time and able to learn quickly
• Self-motivated and demonstrating attention to detail
• Be able to work independently for extended periods
• Excellent written and verbal communication skills as well as general business understanding
• Must be able to remain in a stationary position 50% of the time, with occasional movement in the office to access cabinets and equipment

Benefits

• Medical
• Dental
• Vision
• A wide variety of wellbeing offers
• Competitive salary
• Unlimited PTO
• 401k with company match
• Paid volunteer days

Company Overview