Credit Analyst - Underwriting & Portfolio Management - Power & Utilities
Core
Credit Analyst supporting the Portfolio Management team in handling credit coverage for corporate clients in the Power & Utilities vertical.
Role type
Corporate credit analyst (Power & Utilities)
Builds
Credit analyses, credit applications, and quarterly credit watch presentations for investment grade & non-investment grade clients.
Domain
Power & Utilities (regulated utilities, independent power producers, project developers, renewable energy)
Required skills
credit analysis, financial modeling, due diligence, covenant compliance monitoring, industry risk assessment, regulatory knowledge, portfolio management support, data analysis, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
Preferred skills
MBA, CPA, CFA Level 1/2/3, power and utility sector experience, ESG trends knowledge, formal credit-training program completion
Technologies
Microsoft Excel, Microsoft PowerPoint, Microsoft Word
Responsibilities
Support management of the Power & Utilities industry vertical corporate loan portfolio; Perform due diligence and regularly scheduled evaluation of loan portfolio; Support preparation of detailed credit analyses and required credit application according to policy; Model credit applications and quarterly credit watch presentations; Coordinate and communicate account information across various constituencies; Monitor country/risk factors on a macro level; Oversee covenants compliance database and facility closing due diligence; Attend Relationship Manager customer meetings; Support Senior Portfolio Managers in development and analysis of financing structures; Prescreen proposed transactions to identify critical structural issues and risks; Evaluate and establish appropriate ratings for transactions and correlate appropriate exposure level.
Seniority
Junior to Mid-level, hands-on IC