Associate, Mergers & Acquisitions Human Capital

Job Description

Job Description

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 :

Requirements :

EDUCATION and / or EXPERIENCE :

PHYSICAL DEMANDS : The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to move around; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, and ability to adjust focus. Ability to travel independently to clients; air travel may be required. WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS : The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable Individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.