Detail-oriented Financial Analyst supporting private equity practice at Rosenberg & Parker. Contributing to market research, financial analysis, and client-facing support in a hybrid role.
Responsibilities
Assist in the development of customized proposals and presentations for prospective private equity sponsors and portfolio companies
Prepare market insights, product overviews, and financial analyses to support client discussions and underwriting submissions
Support deal execution and manage deal flow to ensure timely communication and high-quality service delivery
Assist senior team members in reviewing client financial statements and assessing credit profiles
Conduct market research and support prospecting initiatives around new growth opportunities
Cultivate and maintain relationships with clients, sponsors, and underwriting partners
Develop a working understanding of the surety industry, including underwriting considerations, regulatory requirements, and market trends
Participate in ongoing training to deepen industry knowledge and strengthen analytical and business development capabilities
Requirements
Bachelor’s degree in Finance, Business Administration, Economics, Accounting, or a related field
0–3 years of experience in financial services, credit, consulting, or a related analytical role
Strong written and verbal communication skills
Strong analytical skills, sound judgment, and the ability to impart information clearly in a fast-paced, transaction-oriented environment
High attention to detail with the ability to think critically and solve problems
Recent college graduates are encouraged to apply.
Experience with financial statement analysis, credit analysis, or risk management
Familiarity with surety, insurance, or underwriting concepts
Benefits
This role will be required to be onsite in Philadelphia 3 days per week.
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