Associate, Specialty Underwriter & Portfolio Manager - Energy, Power and Renewables
Core
Underwrite new energy and power transactions and manage the existing loan portfolio for Upstream, Midstream, and Power companies.
Role type
Specialty Underwriter & Portfolio Manager
Builds
Credit facilities for mergers and acquisitions, corporate growth, working capital, refinancing, and recapitalizations
Domain
Energy, Power, and Renewables (Upstream, Midstream, Power)
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
credit risk management, credit analysis, financial modeling, industry research, due diligence, term sheet negotiation, regulatory compliance
Preferred skills
mentorship and training, advanced Microsoft Office/Google Suite, concise verbal communication
Technologies
Microsoft Office, Google Suite
Responsibilities
Compile due diligence to assess current and future risks; review financial models and propose structuring options; write credit approval documents; oversee closing processes; review annual portfolio reviews and modifications; maintain client relationships; mentor new hires
Seniority
Associate, individual contributor with potential for leadership