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 Underwriting and Portfolio Management
Builds
Credit proposals, loan portfolio evaluations, and financing structures for financial institutions
Domain
Financial Services / Credit Risk / Financial Institutions
Required skills
Credit analysis, Financial modeling, Due diligence, Covenant compliance monitoring, Industry knowledge, Regulatory compliance, Financial statement analysis, Structured credit analysis, Site visit coordination, Deal team collaboration
Preferred skills
CFA or MBA, Experience in rating agency or accounting firm, Formal credit-training program at a money center bank, Knowledge of derivatives and securitizations
Technologies
Microsoft Office (Word, Excel, PowerPoint)
Responsibilities
Perform due diligence on new transactions and evaluate existing loan portfolios, Coordinate account information across the organization, Monitor client financial and industry trends, Oversee covenants compliance database and facility closing due diligence, Attend client and bank meetings, Support credit approval division with policy alignment and rating evaluation
Seniority
Mid-Senior Level, Hands-on IC