Analyst Transactional Risk

DUAL North America is a unique company focused on a people-first culture, seeking a curious and self-motivated analyst to support the underwriting of policies for mergers and acquisitions. The role involves drafting quotes for policies, managing files, analyzing financial statements, 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 communicate them to underwriter
• 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
• 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
• Business or insurance knowledge is helpful but not required. No tax knowledge needed

Benefits

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

Company Overview