Financial Analyst/Underwriter - Contract Surety - Montreal

Trisura Guarantee Insurance Company; Montreal; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading company in Montreal seeks a Financial Analyst/Underwriter for its Surety team. The role involves assessing financial positions of surety clients, underwriting bonds, and fostering client relationships. Ideal candidates will possess strong analytical skills, customer service orientation, and a relevant educational background. Join a dynamic team committed to excellence and innovation in the surety industry.

Qualifications

• Experience in Surety, Commercial Credit, Banking, Finance, or Finance Leasing is an asset.

Responsibilities

• Underwrite new business applications for contract surety.
• Analyze and monitor financial strength of construction accounts.
• Develop new business through networking with surety brokers.

Skills

Customer Service

Financial Statement Analysis

Communication

Organizational Skills

Education

BCom

BA with Business, Accounting or Finance focus

Job description

Financial Analyst/Underwriter - Contract Surety - Montreal

Job Description

Posted Tuesday, May 6, 2025 at 4:00 AM

At Trisura , we expect more because we believe it can be done better.

We are a young, growth oriented team with a commitment to exceptional talent and have been named one of Canada’s Top Small and Medium Employers since 2017. Our growth and our entrepreneurial style, niche market position and development opportunities ensure that our people see the results of their commitment reflected in the company’s success.

We are currently seeking a qualified individual to join our dynamic, forward-thinking team of Surety professionals in our Montreal office.

Financial Analyst/Underwriter, Contract Surety – Montreal

As a member of the Surety team in Montreal, you will be responsible for assessing the financial position and creditworthiness of new and existing, construction focused surety clients, provide recommendations to senior management, and underwrite surety bonds.The ideal candidate is a self-starter, and results oriented with the capability to develop and build upon and foster business relationships with new and existing clients and their brokers.

As an integral member of the team, you will bring:

• Demonstrated capability for outstanding customer service and building long-term relationships
• Proven track record for quick, accurate problem resolution
• Exceptional financial statement analysis skills
• Passion for excellence and detail orientation
• Ability to thrive in a fast-paced environment with multiple priorities
• Excellent communication skills – both written and verbal
• Strong work ethic, good organizational and time management skills and the ability to work well, both independently and in a team-based environment
• A logical, process-oriented work style

Responsibilities:

• Underwrite new business applications for contract surety according to company standards
• Underwrite Development deals for Developer Surety applications.
• Analyze, assess and continually monitor the financial strength of new and existing construction account business
• Negotiate specific terms and conditions for the issuance of surety bonds and surety facilities for both construction and developer facilities.
• Regular monitoring of various construction and development projects and aggregate exposures
• Develop new business through networking and marketing primarily with specialist surety brokers.
• RepresentTrisuraat various associations and industry related functions and events.
• Search for solutions to financial challenges with the ability to bring creativity and innovation to underwriting risks.
• Expand upon industry knowledge and commitment to continual skillset improvement through courses, and mentoring by senior members of the team.

Qualifications:

• Successful completion of BCom, or BA with Business, Accounting or Finance focus
• Any previous experience in Surety, Commercial Credit, Banking, Finance, or Finance Leasing considered an asset.

#LI-Hybrid

If you are looking for a career in an exciting and rewarding company, are driven to excel, thrive in a team environment and want to contribute to the success of an organization that values your contribution, we would like to hear from you!

We are committed to an inclusive and barrier-free workplace that reflects the diversity in each of our offices across Canada. Accommodations will be provided on request for candidates taking part in all aspects of our recruitment and selection process.

We thank all candidates for their interest however only those selected for an interview will be contacted.

Trisura, headquartered in the heart of Canada’s financial district, is a specialty lines insurer with a focus on Surety, Specialty Insurance, Property & Casualty, and Warranty products. Trisura brings innovative solutions and expertise through a select network of both national and regional brokerage firms. The company, founded in 2006, and operating across North America with offices in Toronto, Ottawa, Halifax, Montréal, Calgary, Vancouver, Stamford. Denver, Chicago, Philadelphia and Oklahoma City, is uniquely positioned to satisfy all varieties of risk in Contract, Commercial and Developer Surety, Directors' and Officers' Liability, Fidelity, and Professional Liability including Media Liability, as well as Warranty products. trisura.com/careers