Associate, Specialty Underwriter & Portfolio Manager - FIG
Core
Underwrite new financial institution loan transactions and manage the existing portfolio of loans, performing due diligence, financial analysis, and risk mitigation.
Role type
Associate, Specialty Underwriter & Portfolio Manager
Builds
Loan transactions and managed loan portfolios for the Financial Institutions Group (FIG)
Domain
Banking / Financial Services / Credit Risk
Required skills
Credit risk management, Financial analysis, Financial modeling, Credit structuring, Credit approval documentation, Portfolio management, Risk rating analysis, Compliance with credit policies, Term sheet preparation, Pricing model analysis
Preferred skills
Accounting or Finance degree, 5+ years in credit underwriting or portfolio management
Technologies
None stated
Responsibilities
Perform due diligence on industry and company performance, Perform thorough financial analysis and identify risks, Prepare financial modeling inputs, Analyze structuring options considering collateral, Write and prepare credit approval documents, Coordinate and complete closing process requirements, Demonstrate ownership of a portfolio of existing customers, Complete annual reviews and modifications independently, Monitor and determine upgrades or downgrades to risk ratings, Escalate and resolve problem accounts, Mentor and train rotational analysts and new hires
Seniority
Associate, hands-on IC