Underwriting & Portfolio Analyst (Project Finance)

Social Capital Resources provided pay range This range is provided by Social Capital Resources. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range $75,000.00/yr - $95,000.00/yr

Additional compensation types Annual Bonus

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

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.

Seniority level Associate

Employment type Full‑time

Job function Finance

Industries Financial Services and Banking

Benefits

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Disability insurance

Paid paternity leave

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