Hiring: Transaction Consultant Company: Lockton Location: Charlotte, NC Job Posted Time: 2026-09-03 11:27:46 Target Skills & Keywords : Microsoft Excel, Microsoft PowerPoint, Project Management About the job Experience: •3-5 years of experience in the employee benefits industry, preferably inclusive of both health & welfare and retirement plans. M&A, actuarial, or underwriting experience would be a bonus. •5 years of experience in the employee benefits industry, preferably inclusive of both health & welfare and retirement plans. M&A, actuarial, or underwriting experience would be a bonus. Required Skills: •Responsibility to compile, analyze, present, and interpret employee benefits and financial information, accurately and with attention to details for review and presentation by the TAP Transaction Advisor •Reviewing and analyzing applicable documentation with an eye for identifying and quantifying deal impactful issues relevant to a financial buyer •Assisting with coordination with other third party due diligence work streams, including legal, quality of earnings analysis and business strategy •Ongoing development of understanding of financial statements in relation to employee benefits concepts •Demonstrated capacity to handle non-complex diligence engagements unassisted over time with oversight from TAP Advisor •Soliciting subject matter expertise, where necessary, from internal Lockton resources include legal and actuarial team as needed •Assisting in and at times taking full responsibility for developing our diligence findings and writing the due diligence report •Participating in and at times leading the “read out” calls with the private equity buyer (i.e. presenting our report findings) Qualifications: •Bachelor’s degree in a business-related field or equivalent experience and/or work experience. •Excellent project management and organizational skills. Proven ability in managing multiple projects to successful completion •Strong verbal and written communication skills, and the ability to translate employee benefits, retirement, financial and legal concepts to disparate audiences. •Advanced proficiency with Word, Excel, and PowerPoint, and the ability to quickly learn to effectively use various virtual datasites and Lockton technology tools. •Excellent customer service skills, with the ability to develop sound relationships with multiple clients. •Demonstrated capacity to attend company, department, and team meetings as required, including industry training sessions •Demonstrated capacity to comply with all company policies and procedures, proactively protecting confidentiality of client and company information •Demonstrated capacity to work on a computer for a prolonged amount of time •Demonstrated capacity to work outside of normal business hours as needed •Demonstrated capacity to successfully adapt in a dynamic, changing, fast-paced environment. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!