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Posted: 10/21/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in underwriting credit products, portfolio management, and risk assessment while effectively communicating with stakeholders. Proficient in financial analysis, legal documentation, and compliance within corporate and investment banking environments.
Highest-signal resume keywords
UnderwritingPortfolio ManagementCredit Decision MakingFinancial AnalysisRisk Assessment
About the role
Key responsibilities & impact- Underwrite credit products for new and existing clients and actively manage the existing portfolio
- Underwrite lead and non-lead opportunities spanning investment grade to sponsor-owned, leveraged transactions
- Execute amendments, refinancings and ancillary credit product approvals
- Maintain ongoing client dialogue and identify product partner opportunities
- Manage portfolio risk through risk rating integrity, annual client reviews, watchlist management, amendments and waivers
- Execute compliance, audit and regulatory guidelines and reviews
- Identify emerging credit problems and industry trends to initiate risk mitigation actions and ensure appropriate capital allocation
- Partner with Coverage Bankers, Risk Managers and other Product Partners
- Conduct due diligence and make recommendations on structure, pricing and capital allocation
- Analyze financial statements, valuation, projections, stress tests, industry and competitive dynamics, business plans, risks and mitigants
- Manage a large portfolio and ensure timely completion of annual reviews, renewals, amendments/waivers, ancillary credit product approvals and quarterly risk ratings
- Maintain knowledge of clients, their industries and competitive environments
- Recommend active portfolio management solutions and manage and present watchlist clients
- Negotiate and coordinate legal documentation for credit events with internal and external counsel
- Recruit, train and mentor Associates, Analysts and Summer Interns
- Deliver credit analyses and risk rating recommendations while communicating with internal and external stakeholders
Requirements
What you’ll need- Undergraduate degree
- 5 years of experience in underwriting, portfolio management, and credit decision making for corporate and investment banking clients
- Strong understanding of accounting, credit, structuring, underwriting and legal documentation
- Excellent verbal and written communication, organizational, analytical, critical thinking and problem solving skills
- Series 79 license
- Series 63 license
- SIE
- English language fluency required
- Expertise within a specific and relevant industry or geography preferred
- Undergraduate degree with coursework in accounting or finance preferred
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401(k) plan
- At least 10 days of vacation during the first year of employment, prorated as applicable
- 10 sick days, prorated as applicable
- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Credit StructuringLegal DocumentationFinancial Statement AnalysisValuationStress TestingRisk RatingClient ReviewsAmendmentsWaiversDue Diligence
Soft Skills
Verbal CommunicationWritten CommunicationOrganizational SkillsAnalytical SkillsProblem Solving
Certifications & Qualifications
Series 79 LicenseSeries 63 LicenseSIE
Industry Keywords
Corporate BankingInvestment BankingCredit ProductsRisk ManagementEmerging Credit ProblemsIndustry TrendsCapital AllocationCompetitive DynamicsPortfolio RiskClient Dialogue