Acquisition Associate

Essential Functions

• Understands the overall process of an acquisition from the initial opportunity through the transition/migration.
• Reviews quantitative data to spot trends as it relates to Acquisitions.
• Participates in deal activities such as file reviews, financial review, pricing and reporting.
• Identifies required resources in conjunction with abilities across all departmental acquisition activities.
• Captures and organizes data for statistical analysis.
• Develops and analyzes information for risk assessment, reserve evaluations, and pricing for insurance-based acquisitions.
• Coordinates with and supports departmental leads.
• Supports the maintenance and updating of the Acquisition Framework in electronic format.
• Provides support for integration planning and execution of new business.

Knowledge Management and Reporting

• Helps coordinate additional analysis and input from other departments as required.
• Supports Acquisition Team’s internal and external reporting needs.
• Attends Team meetings; coordinates, sets up, and scribes meetings as necessary.
• Assists with Continuous Development process for Acquisitions and Framework activities.
• Presents results to others, such as senior managers and associates.
• Maintains accurate reports on all work.

Required Skills

• Strong verbal and written communication skills.
• Excellent interpersonal skills.
• Critical thinking and analytical skills.
• Self-starter, motivated, and able to quickly grasp new concepts.
• Organizational skills – ability to multi-task and attention to detail.
• Skilled at working with Microsoft Office Suite including Excel.

Required Education

• Bachelor’s degree.

Preferred Education or Certification

• Advanced degree (MBA/MS).
• Professional designation (CPA, CFA).