CareerPlan

Credit Analyst for Funds and Corporate

New York, NY, USFull-time$65k–$80k2026-10-17 → 2026-11-09
Hybrid

Core

Underwriting Funds (FI) clients and performing corporate credit analysis to assess risk and creditworthiness across multiple jurisdictions.

Role type

Credit Analyst (Funds & Corporate)

Builds

Credit memos, portfolio reviews, and presentations for senior management

Domain

Financial Services / Credit Risk / Payments

Required skills

Financial statement analysis, Fund structure analysis, Credit underwriting, Regulatory compliance, Risk assessment, Portfolio monitoring, Remediation planning, Credit memo preparation, Cross-functional collaboration, Market trend analysis

Preferred skills

CFA/CA/FRM designation, Foreign Exchange (FX) experience, Master's degree in Finance/Economics/Accounting

Technologies

N/A

Responsibilities

Perform underwriting for Fund and corporate clients; Assess financial statements and fund structures to determine risk; Prepare credit recommendations and approvals within limits; Monitor portfolios for compliance and emerging risks; Develop remediation plans for high-risk exposures; Collaborate with Sales, Compliance, Legal, and Finance teams.

Seniority

Mid-level, hands-on IC