Assisting the Head of the Team and Portfolio Manager in managing the existing loan portfolio
Support relationship managers in drafting credit applications, performing credit analysis, and conducting commercial due diligence
Ensuring compliance, risk management, and internal controls
Perform Know Your Customer (KYC) due diligence in compliance with bank requirements
Function as a deal-closing coordinator and prepare necessary paperwork
Assist relationship managers in credit analysis tasks
Prepare KYC reviews and reports
Assist portfolio manager in portfolio-level monitoring
Assisting with Post Disbursement Management Qualifications:
Commitments
Top-Tier Bank in Midtown, Manhattan is seeking an Underwriting & Portfolio Analyst (Project Finance) for a long-term, temporary-to-permanent position!
Not Met Priorities
What still needs stronger evidence
Requirements
Assisting with Post Disbursement Management Qualifications:
Strong credit, financial analysis, quantitative, and analytical skills
Experience in credit reasoning, credit writing, and financial modeling
Experience in KYC due diligence and banking operations
Prior banking experience, ideally in a commercial bank
1-5 years experience with Project Finance
Excellent written and verbal communication skills.
Preferred Skills
Assisting with Post Disbursement Management Qualifications:
Prior banking experience, ideally in a commercial bank
Education
(Not required)
– Bachelor’s degree
Top-Tier Bank in Midtown, Manhattan is seeking an Underwriting & Portfolio Analyst (Project Finance) for a long-term, temporary-to-permanent position! Responsibilities: Assisting the Head of the Team and Portfolio Manager in managing the existing loan portfolio Support relationship managers in drafting credit applications, performing credit analysis, and conducting commercial due diligence Ensuring compliance, risk management, and internal controls Perform Know Your Customer (KYC) due diligence in compliance with bank requirements Function as a deal-closing coordinator and prepare necessary paperwork Assist relationship managers in credit analysis tasks Prepare KYC reviews and reports Assist portfolio manager in portfolio-level monitoring Assisting with Post Disbursement Management Qualifications: Bachelor’s degree Strong credit, financial analysis, quantitative, and analytical skills Experience in credit reasoning, credit writing, and financial modeling Experience in KYC due diligence and banking operations Prior banking experience, ideally in a commercial bank 1-5 years experience with Project Finance Excellent written and verbal communication skills.
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New York, NY