Underwriting Analyst

Capital Rx; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

Capital Rx is seeking a professional in New York to support pricing and underwriting activities. This role involves collaborating with teams to refine financial models, ensuring timely RFP responses, and contributing to ongoing improvements in pricing practices.

The ideal candidate holds a Bachelor's degree in a relevant field and has 1-3+ years of experience in financial analysis or a related area. Strong technical and communication skills are crucial for success in this position.

Qualifications

• 1-3+ years of proven experience in financial analysis, actuarial services, accounting, pricing & underwriting preferred.
• Experience manipulating large data sets, including analysis of historical claims data.
• Strong technical, analytical, and problem-solving skills.

Responsibilities

• Support day-to-day pricing and underwriting activities for new and renewal business opportunities.
• Partner with the Underwriting Team and cross-functional groups to maintain underwriting processes.
• Assist senior underwriters with the development and execution of pricing strategies.

Skills

Financial analysis

Actuarial services

Accounting

Pricing & underwriting

Risk management

Data visualization

Communication

Analytical skills

Education

Bachelor's degree in Accounting, Finance, Actuarial Science, Statistics, or Economics

Tools

Excel

SQL

SAS

R

Job description

Position Summary

This role supports pricing and underwriting and ensuring timely and accurate RFP responses. The position involves collaborating with various teams to refine financial models and reporting, presenting final underwriting to leadership, and driving continuous improvement in pricing and underwriting practices.

Position Responsibilities

• Support day‑to‑day pricing and underwriting activities for new and renewal business opportunities under the guidance of senior team members
• Partner with the Underwriting Team and cross‑functional groups to help maintain and enhance underwriting processes, financial models, and reporting procedures
• Assist senior underwriters with the development and execution of pricing strategies
• Contribute to underwriting presentations by preparing materials and supporting documentation, including identifying potential risks for review
• Gather, review, and organize external data to support underwriting analysis and decision‑making
• Assist in the analysis and development of pricing models for new and existing products
• Manage assigned tasks across multiple projects, ensuring timelines and deliverables are met
• Support ongoing maintenance and enhancements of underwriting and financial reporting systems
• Collaborate with internal stakeholders to help fulfill financial analytics and reporting needs
• Provide general analytical and operational support to meet broader business needs
• Adhere to the Capital Rx Code of Conduct, including reporting any identified noncompliance

Required Qualifications

• Bachelor's degree, with record of strong academic performance in Accounting, Finance, Actuarial Science, Statistics, or Economics (In lieu of a degree, equivalent relevant work experience may be considered)
• 1‑3+ years of proven experience in financial analysis, actuarial services, accounting, pricing & underwriting preferred
• Pharmacy, PBM, or Health Plan experience preferred
• Knowledge of risk management, statistics, financial modeling
• Experience manipulating large data sets, including the ability to analyze and interpret historical claims data
• Proficient in Excel and data visualization tools
• Experience in either SQL, SAS, or R preferred
• Ability to balance multiple complex projects simultaneously
• Strong technical, analytical, and problem‑solving skills
• Exceptional written and verbal communication skills
• Extremely flexible, highly organized, and able to shift priorities easily
• Attention to detail & commitment to delivering high quality work product

We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, medical condition, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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