Underwriting Associate
Core
Client-facing role assisting deal teams in credit risk identification, diligence calls, and credit agreement negotiation.
Role type
Associate underwriter (credit risk)
Builds
Credit agreements and underwriting memorandums
Domain
Banking / Corporate Finance
Required skills
Credit agreement analysis, financial modeling, due diligence, policy interpretation, risk assessment, Excel proficiency
Preferred skills
Investment banking experience, team leadership, mentoring analysts
Responsibilities
Perform due diligence on companies and management teams; Build financial projection models; Prepare underwriting memorandums; Support negotiation of credit agreements; Manage multiple transactions; Train and develop Credit Analysts
Seniority
Mid-level IC