Underwriting & Portfolio Analyst (Project Finance)

Social Capital Resources

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
Assist portfolio manager in portfolio-level monitoring
Assisting with Post Disbursement Management

Qualifications:

Bachelor’s degree
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.

Apply

Vacancy posted 2 days ago

Similar jobs that could be interesting for youBased on the Underwriting & Portfolio Analyst (Project Finance) in New York, NY vacancy

Strategic Project Finance Underwriter & Portfolio Analyst
$75k - $95k
...prominent financial services company in New York is seeking an Underwriting & Portfolio Analyst for a full-time role. Responsibilities include managing... ...compliance. Ideal candidates will have 1-5 years of Project Finance experience and strong analytical skills. The role...
Project
Full time
Social Capital Resources
New York, NY
23 hours ago
VP Underwriting and Portfolio Analyst
...Relationship Managers in promoting the banking products and services to Project Finance clients of our New York Branch, managing the existing Project Finance loan accounts and spearheading all portfolio-related tasks. Additionally, this position supports the Head of the...
Project
Contract work
PGM Tek
New York, NY
13 hours ago
USA CIB Underwriting & Portfolio Management Analyst
$110k
...exploring the possibilities We Want to Talk to You! The Difference You Make: The main function of the CIB Underwriting & Portfolio Management - Analyst is to assist the Underwriter(s) in analyzing, processing and packaging commercial loans. Collects, packages,...
Suggested
Hourly pay
Full time
Contract work
Work experience placement
Work at office
Shift work
Santander US
New York, NY
2 days ago
Portfolio Transaction Analyst
$50 per hour
...Certified Contractor Roles: Analyst · Lead · Senior... ...investors, operators, and finance professionals across... ...professionals. Portfolio Transaction Analysts do... ...and operating company underwriting Conduct DCF, LBO, and... ...immediately through hourly projects and live portfolio...
Project
Hourly pay
For contractors
Immediate start
TEEMA Solutions Group
New York, NY
2 days ago
Royalty Portfolio Analyst
...business unit / editorial, finance, and product teams, as... ...internal customers (portfolio management / Editorial... ...the items Work on any projects and/or initiatives... ...Accounting/Auditing, Analyst, and Finance Industries... ...Analyst, Pricing and Underwriting United States $85,000....
Project
16 hours
Full time
Contract work
Work experience placement
Work at office
Remote work
Monday to Friday
Dawson
New York, NY
23 hours ago
Senior Portfolio Analyst-Corporate
$98.64k - $171.89k
...management of a designated loan portfolio typically consisting of... ...packages. The Sr Portfolio Analyst will assist the Relationship... ...based on the Association's Loan Underwriting Standards. Responsible for... ...forms as required. Formulates projections using historical financial...
Project
16 hours
Full time
Temporary work
Work at office
Local area
Remote work
Visa sponsorship
Weekend work
Afternoon shift
American AgCredit
New York, NY
23 hours ago
Portfolio Analyst- Acquisitions
$100k - $110k
...seeking a highly motivated Portfolio Management Analyst to support its growing... ...development, investment banking, or finance experience Fundamental... ...and management Experience underwriting ground-up multifamily... ...ability to manage multiple projects simultaneously Seniority level...
Project
Full time
Work at office
Clarity Recruiting
New York, NY
23 hours ago
Credit Underwriting & Portfolio Analyst
$78.75k - $122.5k
A leading financial services provider based in New York is seeking an experienced professional in credit underwriting to provide financial analysis on large corporate clients. The ideal candidate will have over 3 years of credit underwriting experience and a Bachelor's...
Santander Bank, N.A.
New York, NY
23 hours ago
Credit Portfolio Management, Analyst/Associate
$110k - $175k
...Credit Portfolio Management, Analyst/Associate Job Level: Analyst Job Function... ...credit cards, and consumer finance. The Group has more than 1... ...activities as well as new business underwriting from within the portfolio... ...Prepare financial projection models including Base Case...
Project
Full time
Work at office
Local area
Work from home
Worldwide
Smbc Global Foundation Inc
New York, NY
4 days ago
Sr Dir, Underwriting/Pricing - Remote, Certified Actuary (FSA/ASA)
$127.3k
...Title Sr Dir, Underwriting/Pricing - Remote, Certified Actuary (FSA... ...assigned business units and Finance to deliver profitable growth... ...and develop cost‑of‑care projections for existing customer renewals... ...team of pricing and reporting analysts. Other duties as assigned....
Project
Temporary work
Work experience placement
Work at office
Remote work
Magellan Health
New York, NY
3 days ago
Portfolio Analyst
$50 - $60 per hour
...We are looking for a Portfolio Analyst to join our team to train AI models. You will measure the... ...position You’ll be able to choose which projects you want to work on You can work on... ...and other reasoning exercises related to finance management A current, in progress, or completed...
Project
Hourly pay
Full time
Contract work
Part time
Remote work
DataAnnotation
New York, NY
2 days ago
Investment Banking Analyst - Technology (New York, NY)
$115k - $130k
...Technology Analyst Oppenheimer & Co. Inc. ("Oppenheimer") is a... ...banking (both corporate and public finance), equity & fixed income... ...buy side advisory as well as underwriting and placing equity and debt offerings... .... You will work on several projects simultaneously with teams of...
Project
Oppenheimer & Co.
New York, NY
4 days ago
Private Capital Portfolio Analyst
$150 per hour
...managers, investors, operators, and finance professionals across private markets—combining deal flow, analyst talent, investor relations,... .... Private Capital Portfolio Analysts gain immediate access... ...earning immediately through hourly projects and live portfolio/deal work...
Project
Hourly pay
For contractors
Immediate start
TEEMA Solutions Group
New York, NY
2 days ago
Portfolio Hedging & Optimization, Analyst
$100k
...Description Purpose of the role Portfolio Hedging & Optimization (PH&O) structures... ...new directions for assignments and/ or projects, identifying a combination of cross... ...as a Portfolio Hedging & Optimization, Analyst, where you will support the assessment,...
Project
Hourly pay
Work at office
Barclays
New York, NY
3 days ago
Systematic Fixed Income Portfolio Analyst - Client Role
$100k - $130k
..., is seeking a Systematic Fixed Income Portfolio Analyst to support its fixed income and macro investment... .... Contribute to ongoing research projects related to financial markets, portfolio... ...Science, Engineering, Economics, Finance, Physics, or another quantitative...
Project
Arootah
New York, NY
23 hours ago
Portfolio Analyst
$50 - $60 per hour
...Join to apply for the Portfolio Analyst role at DataAnnotation We are looking for a Portfolio Analyst... ...You’ll be able to choose which projects you want to work on You can work on your... ...and other reasoning exercises related to finance management A current, in progress, or completed...
Project
Hourly pay
Full time
Contract work
Part time
Remote work
DataAnnotation
Brooklyn, NY
3 days ago
Investment Analyst
$90k - $120k
...Investment Analyst Austin or New York (Hybrid) About the Role At Setpoint Capital... ...analysis used to support the underwriting of Setpoint's potential investment opportunities... ...executing new investments as well as ad-hoc projects as they arise. You should have...
Project
Currently hiring
Local area
Remote work
Flexible hours
Setpoint
New York, NY
4 days ago
Investment Banking Analyst - Private Funds Group
$125k - $135k
...Analyst Position in Private Funds Group At Piper... ...tasks include: Underwriting prospective managers,... ...analysis on performance, portfolio companies, marketability... ...to clients Ad hoc projects and other work as... ...provide advisory and financing services related to mergers...
Project
Piper Sandler
New York, NY
4 days ago
Investment Banking Analyst
$75k
...ll Do May conduct various underwriting duties to support Investment... ...workers within a work unit and/or project. Coordinates the work to be... ...college or university in Finance or related field and a minimum... ...salary for the Investment Banking Analyst position is $75,000 annually...
Project
Temporary work
Bank staff
Work at office
CBRE
New York, NY
6 days ago
Investment Banking Analyst (Private Funds Group)
$75k
...Do May conduct various underwriting duties to support Investment... ...workers within a work unit and/or project. Coordinates the work to be... ...college or university in Finance or related field and a minimum... ...salary for the Investment Banking Analyst position is $75,000 annually...
Project
Temporary work
Bank staff
Work at office
CBRE
New York, NY
3 days ago
Alternative Investments Group , Structuring Analyst
$100k - $110k
...vehicles for wealth management clients globally. The Analyst assumes a pivotal role on the Structuring deal team,... ...in transaction management and overseeing designated projects. Responsible for underwriting and evaluating key fund terms; fund domiciles;...
Project
Flexible hours
JPMorgan Chase Bank, N.A.
New York, NY
3 days ago
Investment & Corporate Banking - Power & Utilities, Analyst
$110k - $130k
...Investment & Corporate Banking Analysts are directly involved in the... ..., structured & syndicated finance, and other global products... ...are assigned to a variety of projects and are given a broad range... ...Assist in financing structuring, underwriting transaction evaluation,...
Project
Full time
H1b
Work at office
Mizuho Bank Ltd
New York, NY
2 days ago
Portfolio Analyst
$55k - $76k
...seeking a detail-oriented and proactive Analyst to join our growing investment team. This... ..., investment research, and strategic project work—ideal for someone who thrives on precision... ...instructions and system-recommended portfolio rebalances Review proposed trades for...
Project
Full time
Live in
Immediate start
Remote work
XYPN Invest
New York, NY
23 hours ago
Portfolio Management Analyst
$70k - $90k
...collaborative and supportive Investment team. Your role as a Portfolio Management analyst will be to support portfolio management and related client... ...timely and high-quality work through a combination of project management and organizational skills, collaboration, and effective...
Project
Temporary work
Work experience placement
Work at office
Local area
Flexible hours
3 days per week
WTW inc.
New York, NY
2 days ago
Energy Portfolio Analyst
$90k - $110k
...analytical and detail-oriented Energy Portfolio Analyst to support the company's growing portfolio... ...~ Bachelor's degree or higher in Finance, Mathematics, Economics, Business, or a... ...energy and distributed infrastructure projects Collaborative and entrepreneurial...
Project
Remote work
Kimmel & Associates
New York, NY
8 days ago
Portfolio Solutions Analyst — Growth & Analytics
$65k - $75k
WisdomTree is seeking a Business Analyst to support the growth of its Portfolio Solutions team. This entry-level position involves driving business analytics, project execution, and process improvements. Candidates should possess a strong understanding of financial services...
Project
WisdomTree
New York, NY
23 hours ago
Portfolio Monitoring Analyst
...business functions. The Real Estate Finance Department ("REF") is... ...focuses on building and monitoring portfolio assets in the Real Estate... ...# Supports Credit Analysts and CRE Team with: # Reviewing... ...Lease approvals # Visit project / property markets and job sites...
Project
Work at office
Work from home
Flexible hours
2 days per week
Sumitomo Mitsui Trust Bank
New York, NY
1 day ago
M&A Transaction Liability Underwriting Associate
$68k - $90k
A leading insurance company is seeking a Transaction Liability Underwriting Assistant in New York. The role involves supporting the underwriting team by providing administrative assistance, managing submissions, and preparing reports. Ideal candidates should have a commercial...
Full time
Work at office
CFC
New York, NY
4 days ago
Acquisitions Analyst, CRE: Modeling & Underwriting
$90k - $110k
...is seeking an Acquisitions Associate to support commercial real estate investments. Responsibilities include financial modeling, underwriting, asset valuation, and preparing investment presentations. Candidates should have 1-2 years of experience in commercial real...
Speed Bay Warehouse Solutions
New York, NY
3 days ago
Position: 45 - Solutions Portfolio and Risk Analyst
...Role: Solutions Portfolio and Risk Analyst Location: New York City, NY Duration: Long Term Required Skills • Minimum... ...Minimum 7 Years' Experience with JIRA,MS Office, Visio and MS Project; • Minimum 7 Years' Experience with Development and...
Project
3B Staffing LLC
New York, NY
2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Underwriting & Portfolio Analyst (Project Finance). Be the first to apply!