Financial Analyst, Private Equity
Surety
full-time
Posted on:
Location Type: Hybrid
Location: Philadelphia • Pennsylvania • United States
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Job Level
About the role
- 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial analysiscredit analysisrisk managementmarket researchproposal developmentpresentation skillsunderwritingfinancial statement analysisanalytical skillsbusiness development
Soft Skills
communication skillsattention to detailcritical thinkingproblem-solvingsound judgmentrelationship managementteam collaborationtime managementadaptabilityclient service