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Description
SUMMARY:
The M&A Transaction Services team provides M&A transaction due diligence for new and add-on targets. The primary function of the Associate, M&A – Human Capital is to provide merger and acquisition due diligence and auditing services in the areas of employee benefits and human resources.
OBJECTIVES AND ESSENTIAL JOB DUTIES:
Communicates and coordinates with transaction teams to manage document workflow.
Collect, transfer and track employee benefits and retirement due diligence data from multiple data sites and update the corresponding due diligence request list for follow-up and documentation.
Populate information and data elements as needed for due diligence reports and internal workflow.
Review documents and contracts to compile, interpret, and analyze employee benefits, retirement, and financial information with detailed accuracy.
Coordinate with service teams to update platform benefit plan, retirement plan, and cost data and address add-on integration considerations.
Maintain data request list, database, and report template updates.
Assist in the preparation of transition documents and track supplemental requests in follow-up to due diligence.
Populate private equity group employee benefit portfolio snapshots/stewardship materials as needed.
Support EB M&A Diligence Team with various initiatives as needed.
Other duties as assigned.
KEY COMPETENCIES:
Customer Focus: Demonstrates desire to create value for customers by delivering quality service that exceeds expectations
Relationship Builder: Initiates and develops effective relationships, shows sincere interest in clients and their concerns
Critical Thinker: Gathers relevant information to diagnose problems and identify causes, uses quantitative information to help analyze issues
Implementation/Execution Facilitator: Plan ahead and organize and manage multiple priorities and/or projects by using appropriate methodologies and tools
Collaborator: Builds bridges with individuals; willingly pitches in, cooperates with others
Exhibits Drive and Commitment: Identifies and understands what needs to be done and takes the initiative to see that the task is accomplished with a standard of excellence; demonstrates strong sense of urgency
Adaptable/Flexible: Works constructively under pressure, responds resourcefully to change, remains calm and constructive
Requirements
EDUCATION and/or EXPERIENCE:
3-5 years of experience in employee benefit or retirement plan administration, account management, or human resources
Bachelor’s Degree of Art or Science or a suitable combination of education and experience
Experience working in private equity or with executive level clients or coworkers a plus
Experience with ERISA, ACA, IRS, DOL compliance a plus
Thorough attention to detail and accuracy
Maintain client confidentiality
Demonstrate self-management, accountability and effective problem solving
Proficient organizational and time management skills to prioritize workloads and meet time-sensitive deadlines, while balancing the needs of multiple project managers
Demonstrated ability to interact with Associates at all levels
Advanced knowledge of general office and administrative procedures, such as file management, internet search, time and calendar management and conference call coordination
Intermediate or better proficiency in Word, Excel, PowerPoint, Adobe Acrobat Writer and the ability to quickly learn to effectively use various virtual data sites and internal technologies
Exceptional Interpersonal and Verbal/Written Communication Skills
Health and Life Insurance License (or willingness to obtain within agreed timeframe)
Willingness and ability to expand knowledge and effectiveness in employee benefits through classes, workshops, and pursuit of professional designations
Flexibility to travel as needed. Anticipated travel is less than 10% per year
Candidates who reside in the Cincinnati area are required to work on-site.