Mergers & Acquisition Analyst - Employee Benefits

Alliant New York , NY 10007

Posted 2 months ago

With a history dating back to 1925, Alliant Insurance Services is one of the nation's leading distributors of diversified insurance products and services. Operating through a national network of offices, Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to more than 26,000 clients nationwide. Alliant Insurance Services ranks among the 15 largest insurance brokerage firms in the United States.

Position is subject to budgetary approval.


Responsible for supporting Alliant's M&A Practice by managing data room content, performing due diligence on acquisition opportunities, and providing preliminary analysis on the employee benefits programs for potential acquisitions.


  • Perform due diligence on acquisition opportunities, including, but not limited to: collecting and analyzing financial and operational reports and data, reviewing customers and contracts, and evaluating management and employees;

  • Assist in coordination of diligence processes with internal and external partners and work collaboratively with internal deal and integration team and external legal, tax, and accounting firms;

  • Inventory content in data room and identify/follow-up on missing items;

  • Develop financial valuation models, analyze data to assess suitability of potential acquisition, including cost structure and risks;

  • Prepare draft reports on findings;

  • Respond to questions from senior management at Alliant, and Private Equity client;

  • Participate in presentation of findings to Private Equity firms, as needed;

  • Develop and maintain library of turn-key templates and content resources;

  • Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

  • Other duties as assigned.



Bachelor's degree in Business, Accounting, Finance, Economics or related field, or equivalent combination of education and experience

Two to four years' related work experience; in employee benefits/insurance, human resources, accounting or in mergers and acquisitions desired.

Experience running financial models in excel and providing members of senior management with feedback and presentation support


Ability to thrive in a fast-paced environment with multiple competing priorities.

Proficient in MS Word, MS Excel, and PowerPoint.

Demonstrated passion for analytics and the insights realized from processing raw information and data.

High level of attention to detail.

Excellent verbal and written communication skills.

Ability to meet deadlines.

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

For immediate consideration for this position, please click on the "Submit Resume" button.

Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.

If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.

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Mergers & Acquisition Analyst - Employee Benefits