Associate, Specialty Underwriter & Portfolio Manager - FIG
Core
Underwrite new financial institution loans and manage the existing loan portfolio, balancing bank growth with scalable risk management.
Role type
Associate, Specialty Underwriter & Portfolio Manager (Financial Institutions Group)
Builds
New credit transactions and managed loan portfolios for the Financial Institutions Group
Domain
Banking / Financial Services / Credit Risk
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Financial analysis, Financial modeling, Credit risk assessment, Due diligence, Credit structuring, Portfolio management, Compliance monitoring, Risk rating analysis
Preferred skills
Accounting, Finance, Complex deal structuring, Pricing model analysis
Responsibilities
Perform due diligence on industry and company performance; Prepare financial modeling inputs and analyze structuring options; Write credit approval documents and prepare term sheets; Complete annual reviews and account modifications independently; Monitor and determine upgrades or downgrades to risk ratings; Escalate and resolve problem accounts in partnership with other teams
Seniority
Associate, hands-on IC