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Associate Portfolio Manager, Private Equity

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Lockton Companies

Aug 1

Applications are closed

  • Job
    Full-time
    Junior (1-2 years)
  • New York

Requirements

  • - Bachelor’s degree in relevant business discipline.
  • - Minimum of 2 years’ experience in the employee benefits industry. M&A experience preferred.
  • - Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint) and the ability to quickly learn and effectively use various virtual data sites and Lockton technology tools
  • - Ability to compile, analyze, present, and interpret employee benefits and financial information, accurately and with attention to details.
  • - Strong organizational and time management skills; ability to prioritize workload and meet time-sensitive deadlines.
  • - Ability to communicate professionally and effectively in written correspondence and verbally.
  • - Demonstrated interpersonal skills and ability to interact with Associates at all levels of responsibility, both within the department and across the company, to create a cohesive pleasant working environment.
  • - Advanced knowledge of general office and administrative procedures, such as file management, internet search, time and calendar management.
  • - Legally able to work in the United States

Responsibilities

  • Your Responsibilities
  • Recommends potential enhancements or improvements to processes, products, and/or policies
  • Engages in Portfolio Company strategy meetings to manage expectations around cost saving opportunities
  • Develops and presents coverage plan and renewal terms to Portfolio Company
  • Assesses and interprets exposure information from the Portfolio Company
  • Reviews new business opportunity information and provides related recommendations to Portfolio Managers
  • Establishes and maintains relationships and interfaces with Portfolio Company, carriers, and other vendors
  • Develops financial models and reports for Portfolio Company and more senior staff, provides interpretation and implication of analysis, as well as recommendations

FAQs

What is the primary focus of the Associate Portfolio Manager role?

The primary focus of the Associate Portfolio Manager role is to support Portfolio Managers in converting portfolio companies into Lockton clients by reviewing pre-closing data, running demographic and actuarial models, and assisting with post-closing transitions.

What qualifications are required for this position?

A Bachelor’s degree in a relevant business discipline and a minimum of 2 years’ experience in the employee benefits industry are required, with M&A experience being preferred.

What tools and software should candidates be familiar with?

Candidates should have strong knowledge of the Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint) and the ability to quickly learn and effectively use various virtual data sites and Lockton technology tools.

What responsibilities will I have in this role?

Responsibilities include reviewing pre-closing data, running models, completing industry benchmark reports, developing financial models, engaging in strategy meetings, and assisting with transitioning new clients to the ongoing service team.

Is M&A experience necessary for the role?

While M&A experience is preferred, it is not explicitly required; however, relevant experience in the employee benefits industry is essential.

How important are communication skills in this position?

Communication skills are very important, as you will need to communicate professionally and effectively both in written correspondence and verbally with various stakeholders.

What type of working environment can I expect?

You can expect a collaborative working environment where you will interact with associates at all levels within the department and across the company to create a cohesive atmosphere.

Are there opportunities for process improvement in this role?

Yes, as an Associate Portfolio Manager, you will have the opportunity to recommend potential enhancements or improvements to processes, products, and policies.

Do I need to be legally able to work in the United States?

Yes, candidates must be legally able to work in the United States for this position.

What skills are important for managing time and workload effectively?

Strong organizational and time management skills are important, as well as the ability to prioritize workloads and meet time-sensitive deadlines.

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Lockton Companies

Finance
Industry
10,001+
Employees
1966
Founded Year

Mission & Purpose

What makes Lockton stand apart is also what makes us better: independence. Lockton's private ownership empowers its 10,750+ Associates doing business in over 140+ countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, Lockton delivers the deep understanding needed to accomplish remarkable results.