Transactional Risk Analyst

At DUAL North America, our core values dictate how we live and work. We are a group with independence and people at its heart and we are a home for talent with a unique culture: the biggest small company in the world.

The focus on being a People First business has always been at the very heart of the Group; Our vision was to create an independent business with a unique culture and one that would survive and thrive as a business controlled by the people working for it. And finding the most talented and entrepreneurial people to join the Group has been and will continue to be key.

DUAL North America, Inc. is seeking a

• Classification: Exempt, Full-time

• Reports to: Senior Vice President, DUAL Transaction Solutions

• Travel: 0-25%

• Salary: $90,000-$100,000

Role overview

DUAL North America, Inc. is seeking a curious and self-motivated analyst to support the underwriting of policies for mergers and acquisitions (M&A). Private equity and strategic buyers in M&A deals seek policies to protect them from risk on the target companies they acquire.

The analyst would serve underwriters on the team. The team itself has significant exposure to the full gamut of players in the M&A process: attorneys, insurance brokers and financial advisors. A portion of the role would also support tax underwriters in issuing transactional risk tax policies.

Role responsibilities

• Draft quotes for policies on prospective M&A deals: With the supervision of an underwriter, analysts review legal agreements and documents from investment banks and financial advisors. They then

• File management: Support underwriter during active underwriting process by circulating and preparing relevant documentation and communication.

• Analysis: Review of financial statements, confidential information memoranda from investment banks, legal agreements, and emails from counsel.

• Policy issuance: Monitor outstanding subjectivities on various deals at the same time. Prepare formal documents when subjectivities are satisfied.

• Liaise with brokers and counsel: First point of contact for broker requests on active deals. Communicate counsel opinion to broker for dissemination to deal’s buyer.

• Compliance: Assist underwriters in appropriately documenting the underwriting process.

Key requirements

• Undergraduate degree

• Undergraduate work experience or internships. Interest in mergers and acquisitions is highly desirable.

• Business or insurance knowledge is helpful but not required. No tax knowledge needed.

• Professionalism. Ability to take responsibility for projects, anticipate problems, communicate with appropriate tone and timeliness.

• Responsiveness. Time is of the essence in M&A. Emails may be sent beyond a traditional 9-5 schedule but still need attention. Diligence monitoring phone.

• Organization. Ability to keep track of multiple deals in varying stages. Must organize high volume of email.

• Analysis. Ability to synthesize information and distill relevant points.

• Communication. The analyst will communicate with M&A professionals regarding time-sensitive documents. Analyst must identify bottlenecks as they arise and proactively communicate them to underwriter.

What we offer:
A career that you define. Yes, we offer all the usual rewards and benefits - including medical, dental, vision, a wide variety of wellbeing offers, competitive salary, unlimited PTO, 401k with company match, paid volunteer days and more.

We provide an environment where new ideas are encouraged and celebrated, where people who want to have a real hand in our success thrive. We want people who want to make a difference - not just in the workplace, but in the industry and in the wider community.

EEO Statement:
We consider our people our chief competitive advantage and as such we treat colleagues, candidates, clients, and business partners with equality, fairness, and respect. DUAL North America provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. DUAL will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.