Associate – Credit Underwriting and Portfolio Management – Financial Institutions Group (FIG)
Core
Conduct credit analysis and recommendations for financial institution credits across banks, asset managers, insurance companies, and structured financial solutions.
Role type
Associate Credit Underwriter and Portfolio Manager
Builds
Credit proposals, loan portfolio evaluations, and financing structures for financial institutions
Domain
Financial Services / Credit Risk / Structured Finance
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Credit analysis, financial modeling, due diligence, covenant compliance monitoring, industry knowledge, M&A finance analysis, structured credit understanding, risk assessment
Preferred skills
CFA or MBA, experience in life insurance side car credit terms, asset-based lending (ABL), securitization, derivative limits administration
Technologies
Internal credit databases, financial modeling tools
Responsibilities
Perform due diligence on new transactions and evaluate existing loan portfolios, coordinate account information across the organization, oversee covenants compliance and facility closing due diligence, attend client and bank meetings, support deal teams in developing financing strategies, evaluate transaction ratings and exposure levels
Seniority
Associate, entry-level to mid-level IC