More jobs:
Senior F/A-Insurance; CN
Job in
Bridgewater, Plymouth County, Massachusetts, 02324, USA
Listed on 2026-06-02
Listing for:
Clark Davis Associates, Inc
Full Time
position Listed on 2026-06-02
Job specializations:
-
Finance & Banking
Financial Analyst, Risk Manager/Analyst -
Business
Financial Analyst, Risk Manager/Analyst
Job Description & How to Apply Below
Senior Financial Analyst – Insurance (CN)
Location:
Bridgewater, NJ (Hybrid)
Salary: $120K + Bonus
The Senior Financial Analyst will be responsible for analyzing and reporting on the financial strength of a portfolio of companies.
Responsibilities- Conduct thorough, objective and efficient company research in respect of increasingly complex insurance companies using financial and non-financial information, including audited financial statements, public accounts and other relevant management information.
- Produce timely, high quality credit reports to support the assigned ratings, documenting analysis and recommendations to be reviewed and updated by the analytical team leader.
- Conduct ongoing monitoring and surveillance of assigned portfolios, including rating changes, market/industry/regulatory developments, news events, etc., identifying early warning signs that need to be brought to committee for event‑driven rating actions.
- Proactively identify areas for performance or process improvement, recommending actions and positively contributing to the implementation of changes.
- Maintain or work to develop strong analytical skills through a professional designation and continuing education (CFA, Actuarial, MBA, CLU, FLMI, FRM, etc.).
- 3–5 years of financial analysis experience in life/health insurance or rating agency, or related experience is required.
- Bachelor’s degree in Finance, Accounting or Economics is required.
- Experience in conducting financial analysis, ideally within the insurance industry.
- Must be proficient in Microsoft Office with excellent organizational and administrative skills.
- Advanced degree or professional designation is preferred (CFA, MBA, CLU, FRM).
Position Requirements
10+ Years
work experience
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