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

 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.