Rosenberg & Parker is the world’s largest surety-only broker and advisor firm specializing in serving large publicly and privately held companies. At R&P, we are committed to delivering bespoke surety solutions tailored to complex corporate and transactional needs.

In recent years, R&P has expanded its focus into the private equity market to meet growing demand for specialized surety support. Today, we are a leading provider of surety solutions to PE firms and their portfolio companies, advising eight of the top ten global mega funds, as well as numerous middle-market sponsors.

Through our Financial Sponsors Practice, we support investment teams across the full investment lifecycle, conducting surety diligence on new acquisitions, structuring and managing surety programs post-close, and analyzing existing portfolio companies to identify opportunities where surety can enhance capital structure efficiency. Given the analytical rigor, clear communication, and close coordination required with both sponsors and portfolio company management teams, we are seeking a detail-oriented Financial Analyst to contribute meaningfully to this growing practice.

Role Summary

This role supports the firm’s growth initiatives through market research, financial analysis, and client-facing support. The analyst works closely with senior team members, underwriters, and clients to assess bonding needs, evaluate credit risk, and support business development efforts within the private equity and financial sponsor ecosystem.

Essential Duties

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

Qualifications Required

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

Preferred

Experience with financial statement analysis, credit analysis, or risk management
Familiarity with surety, insurance, or underwriting concepts
This role will be required to be onsite in Philadelphia 3 days per week.

Rosenberg & Parker

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Financial Analyst, Private Equity