FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical skills and attention to detail in financial analysis, credit assessment, and portfolio management. Proficient in Microsoft Excel and PowerPoint, with a solid understanding of business, finance, and accounting principles.
Highest-signal resume keywords
Financial AnalysisCredit AssessmentPortfolio ManagementMicrosoft Excel ProficiencyWritten And Verbal Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisCredit AssessmentPortfolio MonitoringCovenant TestingRisk Rating UpdatesCash Flow AnalysisLeverage AnalysisLiquidity AnalysisRepayment Capacity AnalysisAd Hoc Analysis
Soft Skills
Attention To DetailInterpersonal SkillsOrganizational SkillsTime ManagementTeam-Oriented
Tools & Technologies
Microsoft ExcelMicrosoft PowerPointCredit SystemsReporting Tools
Industry Keywords
Financial ServicesCredit TransactionsRisk AssessmentIndustry TrendsBusiness Models
About the role
Key responsibilities & impact- Perform detailed financial analysis of borrower financial statements, projections, cash flow, leverage, liquidity, and repayment capacity
- Assess industry trends, business models, competitive dynamics, and key risks impacting borrower performance
- Prepare credit memoranda presenting transaction structure, risk assessment, mitigants, and clear credit recommendations
- Conduct periodic financial reviews, covenant testing, risk rating updates, and borrower performance assessments
- Respond to internal and external information requests related to portfolio accounts and credit transactions
- Produce portfolio monitoring reports, stress tests, risk dashboards, and credit exposure analyses
- Assist with ad hoc analyses relating to portfolio trends, industry concentrations, and credit quality metrics
- Maintain data accuracy across credit systems and reporting tools
- Support Associates, VP, and SVP-level teammates with oversight while developing underwriting and portfolio management skills
- Navigate internal systems, policies, and procedures to support new business execution and existing client management/retention
- Conduct external research and validation to assess client, competitor, market, and industry risks and trends
Requirements
What you’ll need- Bachelor’s degree, or an equivalent combination of education and work experience
- 0-1+ years of related financial services work experience
- Solid analytical skills and attention to detail
- Solid written and verbal communication skills
- Competitive drive and high work ethic, self-starter, team-oriented
- Solid interpersonal skills
- High level of adaptability and flexibility with strong organizational and time management skills
- Solid understanding of business, finance, and accounting
- Proficiency in Microsoft Excel and PowerPoint
- English language fluency required
- Minimum GPA: 3.5 preferred
- Demonstrated work experience in finance or related field preferred
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401k plan
- At least 10 days of vacation during the first year of employment, prorated based on date of hire and full-time or part-time status
- 10 sick days, prorated
- Paid holidays
- Defined benefit pension plan, depending on position and division
- Restricted stock units, depending on position and division
- Deferred compensation plan, depending on position and division