Hybrid Financial Analyst, Private Equity

Posted 3 weeks ago

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About the role

  • 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.

Job title

Financial Analyst, Private Equity

Job type

Experience level

Junior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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