Associate, Fund Finance, Credit Underwriting, Portfolio Management

Prepare, analyze, and manage credit exposures, underwriting, due diligence, and supporting documentation Support underwriting and structuring of subscription lines, NAV, hybrid, EBL, and other fund finance transactions Prepare credit approval packages including borrowing base evaluation, liquidity analysis, financial modeling, stress testing, risk rating assessment, and due diligence review Develop and defend credit recommendations addressing risks, mitigants, structural protections, and credit standards Independently manage a portfolio of fund finance transactions Conduct post-close credit monitoring, including covenant compliance, borrowing base performance, collateral quality, investor concentration, reviews, amendments, consents, waivers, and renewals Identify and elevate emerging risks, covenant breaches, collateral deterioration, sponsor concerns, and material credit events Monitor portfolio trends, performance metrics, concentration exposures, and emerging risks for senior management and risk partners Perform periodic and annual credit reviews of assigned exposures Review analyst work for quality, accuracy, consistency, and underwriting-standard adherence Mentor and develop junior team members Participate in process improvement, technology implementation, data management, and regulatory-readiness initiatives Requirements Bachelor’s degree in Finance, Accounting, Economics, Business, Engineering, Mathematics, or a related analytical or quantitative discipline Strong academic foundation in financial analysis, corporate finance, or accounting 2-6 years of experience in commercial banking, investment banking, leveraged finance, structured finance, fund finance, private credit, corporate banking, or other credit-intensive financial services roles Prior exposure to subscription facilities, NAV-based lending, other fund-level financing structures, or ABL is a plus but not a requirement Strong project-management skills with the ability to manage multiple transactions and competing deadlines Demonstrated accountability, intellectual curiosity, and sound judgment in assessing risk Strong financial statement analysis and credit underwriting skills Advanced Microsoft Excel and financial modeling capabilities Ability to build effective working relationships across Front Office, Risk, Legal, Operations, and senior management Completion of bank-certified course in Credit Training is preferred Legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment Core Competencies Demonstrates expertise in credit analysis, financial modeling, and risk assessment while effectively managing a portfolio of fund finance transactions. Strong ability to mentor junior team members and collaborate across various departments to ensure compliance and performance monitoring. Highest-signal resume keywords Credit Analysis Financial Modeling Risk Assessment Portfolio Management Project Management Hard Skills Financial Statement Analysis Credit Underwriting Liquidity Analysis Stress Testing Borrowing Base Evaluation Covenant Compliance Credit Approval Packages Due Diligence Review Data Management Regulatory Readiness Soft Skills Accountability Intellectual Curiosity Sound Judgment Relationship Building Mentoring Certifications & Qualifications Credit Training Industry Keywords Fund Finance Commercial Banking Investment Banking Structured Finance Private Credit NAV-Based Lending Subscription Facilities Credit-Intensive Financial Services Covenant Breaches Collateral Quality Tools & Technologies Microsoft Excel #J-18808-Ljbffr Jobtailor