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Transaction Analyst Jobs in New York (NOW HIRING)

Our Transaction Advisory Services practice provides seamless analytical advisory through the deal continuum, from transaction origination to closing. Our Analysts receive world-class training ...

Our Transaction Advisory Services practice provides seamless analytical advisory through the deal continuum, from transaction origination to closing. Our Analysts receive world-class training ...

Senior Transactions Analyst

New York, NY · On-site

$96K - $127K/yr

... analysis. • Utilize available internal and external tools (e.g. market reports) to efficiently process transactions and make informed recommendations. • Prepare and present recommendations for ...

The Analyst, CPACE Transaction Management, is responsible for assisting in loan origination, transaction management, and underwriting across commercial real estate asset classes and project types.

The Analyst, CPACE Transaction Management, is responsible for assisting in loan origination, transaction management, and underwriting across commercial real estate asset classes and project types.

Transaction Coordinator

Manhattan, NY · On-site

$85K - $1M/yr

The ideal candidate combines transaction coordination skills with strong financial and analytical capabilities, maintaining a high level of precision and organization in a fast-paced environment.

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Transaction Analyst information

See New York salary details

$32.8K

$78.3K

$117.6K

How much do transaction analyst jobs pay per year?

As of Aug 22, 2026, the average yearly pay for transaction analyst in New York is $78,310.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,000.00 and $93,500.00 per year, depending on experience, location, and employer.

What does a transaction analyst do?

A Transaction Analyst is responsible for analyzing and processing financial transactions in organizations such as banks, investment firms, or corporations. Their duties include reviewing transaction data, ensuring compliance with regulations, identifying discrepancies, and preparing reports for management. Transaction Analysts play a key role in maintaining the accuracy and integrity of financial records, supporting audits, and helping to optimize transaction processes. They often collaborate with other departments to resolve transaction-related issues and implement process improvements.

What are the key skills and qualifications needed to thrive as a transaction analyst, and why are they important?

To thrive as a Transaction Analyst, you need strong analytical skills, attention to detail, and a background in finance, accounting, or business administration. Familiarity with financial modeling tools, Excel, enterprise resource planning (ERP) systems, and sometimes certifications like CFA or CPA are typically required. Excellent communication, problem-solving abilities, and organizational skills help you collaborate effectively and manage multiple transactions simultaneously. These competencies are crucial for ensuring accurate transaction processing, risk mitigation, and supporting sound business decisions.

What are some common challenges transaction analysts face when working with large volumes of financial data?

Transaction Analysts often encounter challenges managing and reconciling large datasets, which can be time-consuming and require strong attention to detail. Ensuring data accuracy and identifying discrepancies are critical, especially when deadlines are tight. Analysts frequently collaborate with finance, compliance, and IT teams to resolve issues and implement process improvements. Staying organized and leveraging analytical tools can help manage workload and maintain high data integrity.

What cities in New York are hiring for Transaction Analyst jobs?

Cities in New York with the most Transaction Analyst job openings:

Infographic showing various Transaction Analyst job openings in New York as of August 2026, with employment types broken down into 87% Full Time, 8% Part Time, and 5% Contract. Highlights an 82% Physical, 8% Hybrid, and 10% Remote job distribution, with an average salary of $78,310 per year, or $37.6 per hour.

Transaction Analyst/Senior Analyst (P&C Due Diligence)

Lockton, Inc.

New York, NY • On-site

$78K - $103K/yr

Full-time

Posted 9 days ago


Lockton rating

9.0

Company rating: 9.0 out of 10

Based on 47 frontline employees who took The Breakroom Quiz

34th of 311 rated insurance


Job description

Job Summary:
About Lockton Northeast
For the Northeast Series, you'll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work ethic, and an ability to go above and beyond to make a difference for our clients, the Northeast continues to experience double-digit (organic!) growth.
We offer a flexible & hybrid work environment that allows our Associates to split their time between in-person and remote.
Position Overview:
The PECAP Transaction Advisory team provides consultative property & casualty insurance and employee benefits due diligence services to the private equity community and Lockton's existing client base. This team of experienced professionals provides a comprehensive assessment of the financial impact of insurance and employee benefits on a potential acquisition from both a purchase price and ongoing operational perspective.
As a P&C Transaction Analyst, you will provide support to multiple project managers by reviewing virtual data rooms, collecting data, and summarizing the information provided by the target corporation. Gaining a thorough understanding of the structure of each transaction and the target entity's insurance programs, as well as the ability to succinctly summarize and analyze this information using a variety of tools and spreadsheets are integral components to this position.
Requirements:
  • 2-7 years' experience in Property & Casualty Insurance, with baseline knowledge of coverage; M&A experience would be a bonus.
  • Bachelor's degree in relevant business discipline.
  • Ability to compile, analyze, present, and interpret financial information, accurately and with attention to details.
  • Organizational and time management skills to prioritize workloads and meet time-sensitive deadlines, while balancing the needs of multiple project managers.
  • Basic understanding of financial statements in relation to employee benefits concepts.
  • Ability to communicate professionally and effectively in written correspondence and verbally.
  • Demonstrated interpersonal skills and ability to interact with Associates at all levels of responsibility, both within the department and across the company, to create a cohesive pleasant working environment.
  • Advanced knowledge of general office and administrative procedures, such as file management, internet search, time and calendar management.
  • Proficiency with Word, Excel, and PowerPoint, and the ability to quickly learn to effectively use various virtual data sites and Lockton technology tools.
  • Flexibility to travel, as needed. Anticipated travel is less than five percent per year.
  • Ability to successfully adapt in a dynamic, changing, fast-paced environment.
  • Willingness and ability to expand knowledge and effectiveness in employee benefits through classes, workshops, and pursuit of professional designations.
  • Demonstration of the Lockton culture consistent with the organization's mission statement and philosophies.
  • Must be able to legally work in the United States and not require sponsorship for this position, now or in the future

Benefits
Lockton is committed to advancing diversity and inclusion. We have a dynamic entrepreneurial culture in which our people are empowered to make a difference to better serve client needs. We are committed to giving back to our communities and we are invested in your success.
We offer acompetitivetotal rewards package, continuing education & training, and tremendous potential with agrowingorganization.

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