Associate/Assistant Vice President - Credit Underwriting and Portfolio Management – Financial Institutions Group (FIG)
Core
Conduct credit analysis and recommendations for financial institution credits including banks, insurance companies, and structured financial solutions.
Role type
Associate/Assistant Vice President Credit Underwriter and Portfolio Manager
Builds
Credit proposals, loan portfolio evaluations, and financing structures for financial institutions
Domain
Financial Services / Credit Risk / Financial Institutions
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Credit analysis, financial modeling, due diligence, covenant compliance monitoring, industry knowledge, regulatory compliance, transaction structuring, risk assessment
Preferred skills
CFA or MBA, formal credit-training program at a money center bank, experience with structured credit transactions
Technologies
Microsoft Office (Word, Excel, PowerPoint)
Responsibilities
Perform due diligence on new transactions and evaluate existing loan portfolios, coordinate account information across the organization, oversee covenants compliance database and facility closing, attend client and bank meetings, support deal teams in developing financing strategies, evaluate transaction ratings and exposure levels
Seniority
Mid-Senior, hands-on IC
