Social Capital Resources
Underwriting & Portfolio Analyst (Project Finance)
Social Capital Resources, New York, New York, us, 10261
Underwriting & Portfolio Analyst (Project Finance)
Top‑Tier Bank in Midtown, Manhattan is seeking an Underwriting & Portfolio Analyst (Project Finance) for a long‑term, temporary‑to‑permanent position.
Base pay range $75,000.00/yr - $95,000.00/yr
Additional compensation types Annual Bonus
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
Industry Financial Services and Banking
Referrals increase your chances of interviewing at Social Capital Resources by 2x
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Base pay range $75,000.00/yr - $95,000.00/yr
Additional compensation types Annual Bonus
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
Industry Financial Services and Banking
Referrals increase your chances of interviewing at Social Capital Resources by 2x
#J-18808-Ljbffr