Analyst, Asset Based Finance - Portfolio Management
Core
Monitor borrower financial performance, evaluate collateral adequacy, and prepare credit analyses for asset-based lending clients across the US.
Role type
Analyst, Asset Based Finance - Portfolio Management
Builds
Credit exposure management and revenue growth support for US-based asset-based lending clients
Domain
Banking / Asset-Based Lending
Required skills
Financial modeling, credit analysis, collateral evaluation, liquidity assessment, regulatory risk rating, loan documentation, MS Excel/Word/PowerPoint
Preferred skills
CFA Level 1/2/3, MBA, asset-based lending experience, formal credit-training program completion
Technologies
MS Excel, MS Word, MS PowerPoint
Responsibilities
Monitor borrower financial performance; evaluate collateral performance and adequacy; assess liquidity and excess availability; prepare detailed credit analyses and applications; assist in revenue growth efforts via cross-sell and pitch presentations; monitor troubled credits and recommend actions; manage bank group agent communications; conduct due diligence for additional credit requests; ensure accurate internal and regulatory risk ratings; prepare for internal/external audits and compliance reviews.
Seniority
Junior, individual contributor