Advisory & Production Analyst

This is a hybrid work arrangement with flexibility for schedule adjustments. You are expected to attend all mandatory office meetings in person.

About Us:
We are a boutique surety broker specializing in serving large publicly and privately held companies. We are the largest independent surety-only broker in the world and are committed to providing bespoke surety solutions. We are seeking a dynamic Advisory & Production Analyst to join our team.

Summary: The Advisory & Production Analyst supports the company's growth initiatives through conducting market research, analyzing financial data, and assisting with client acquisition. The role will involve working closely with underwriters and clients to assess bonding needs and evaluate credit risk. The ideal candidate will possess strong analytical and communication skills, with a proactive approach to business development.

Essential Duties:

• Assist in the development of customized proposals and presentations for prospective clients


• Prepare market insights, product overviews, and financial information to support client proposals and presentations


• Manage deal flow ensuring timely communication and service delivery


• Assist senior team members in preparing proposals and reviewing client financials


• Conduct market research and develop prospecting campaigns around potential growth opportunities


• Develop an in-depth understanding of the surety industry, including regulations and emerging trends


• Cultivate and maintain strong relationships with current clients and underwriters


• Participate in ongoing training to deepen industry knowledge and improve business development skills

Qualifications Required: 

• Bachelor's degree in Finance, Business Administration, Economics, Accounting, or related field


• 0-3 years of experience in financial services


• Excellent verbal and written communication skills


• Attention to detail and problem solving


• Recent college graduates are welcome to apply 

 Preferred: 

• Experience in financials analysis or risk management
  


• Familiarly with surety underwriting practices
  

Join the Rosenberg & Parker Team
Rosenberg & Parker is the largest independent surety-only broker in the world, specializing in providing bespoke surety solutions to large publicly and privately held companies. We pride ourselves on fostering an innovative, dynamic, and inclusive workplace, offering a challenging yet rewarding environment where performance is assessed based on competencies tailored to each role.

Our Commitment to Diversity, Equity, & Inclusion
Rosenberg & Parker is deeply committed to creating a culture of diversity, equity, and inclusion. We encourage individuals from all backgrounds to apply. We provide reasonable accommodations for applicants and employees to perform essential job functions due to disability, religious beliefs, or other reasons protected by applicable law. If you need a reasonable accommodation during the application process, please contact [email protected].

The pay range for this position at commencement of employment is expected to be between $75,0000 and $90,000 per year. Base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The base salary range for this position will be determined during the interview process and will vary based on multiple factors, including but not limited to prior experience, relevant expertise, current business needs, and market factors. Final offered may be outside of this range based on other reasons and individual circumstances. Additionally, salary wages may be only part of the total compensation package. The total compensation package for this position will also include eligibility for an annual discretionary bonus.

Benefits
We provide eligible employees with a comprehensive and highly competitive benefits package, which includes:
• Health, vision, and dental insurance
• Life and AD&D insurance
• Short-term and long-term disability insurance
• Flexible Spending Account and Dependent Care Flexible Spending Account
• 401(k) plan
• Generous paid time off
• Paid holidays
• Paid Parental Leave
• Hybrid work from home schedule
• Flex Time
• Headspace EAP

Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, employee will be in an "at-will position" and the firm reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.

Important Notices
The duties and responsibilities outlined in our job openings provide a general overview and may not encompass all tasks associated with this position. Additional assignments or adjustments to responsibilities may be made as needed, at R&P's discretion.

We consider for employment qualified applicants with arrest and conviction records, in compliance with applicable state and municipal Fair Chance Laws and Ordinances.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. Violations of this law may result in criminal penalties and civil liability.

We do not accept unsolicited resumes from search firms. Resumes submitted to any employee via email, the Internet, or directly without a valid written agreement will be considered property of Rosenberg & Parker, and no fee will be paid if the candidate is hired.

Rosenberg & Parker does not publish salary ranges externally. Any salary estimates listed on third-party sites were not provided by us and may not be accurate.