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Lockton Capital Markets is the corporate finance and capital markets division of Lockton. The business focuses on investment banking and capital markets transactions for insurers, reinsurers, financial sponsors, insurance technology ("insurtech") companies and corporate pension plans. As the convergence of alternative capital and insurance continues, we are uniquely positioned to offer the experience and expertise to help guide clients.
This role is for an Associate to join Lockton Capital Markets in New York City.
We offer an entrepreneurial and innovative culture, an accelerated learning environment for motivated individuals, a good work life balance and a competitive compensation structure.
M&A Senior Associate/VP at Lockton Capital Markets:
Perform analysis of methods of financing, structure of a potential transaction, formulation of plans and models to consummate mergers and acquisitions, in accordance with the rules and procedures of various domestic and international institutions and US laws and regulations.
Working closely with senior bankers to, execute buy-side and sell-side M&A and capital markets transactions (cross-border and domestic, public and private, friendly and hostile) and provide general corporate advice to clients.
Prepare marketing and new business development presentations.
Execute the creation of company-specific financial analysis/modeling, including valuation and statistical analysis and consequences of options a company may be considering.
Review valuation models including comparable company analysis and conduct and analyze industry research.
Develop written materials such as client presentations, offering memorandums, proposals, engagement letters, term sheets and legal agreements utilizing Microsoft Excel, PowerPoint and Word. Coordinate internal resources.
Lead client projects. Create project timelines and work plans, which entail financial analysis, due diligence and valuation. Develop and foster client relationships.
Develop business opportunities and collaborate to execute a final product.
Liaise with clients. Conduct industry and product research.
Develop and train junior team members.
Can work independently, but also collaborate as part of a small team.
MBA (Finance), equivalent graduate business degree, or equivalent experience.
Minimum of three years of transaction advisory/investment banking/corporate finance/M&A/private equity experience.
Please apply online at www.lockton.com/careers
Please do not email investment banking professionals directly.
Internal Number: 6471815
About Lockton Capital Markets
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