Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Credit Specialties DI Advisor

$154.2k - $328.4k

Marsh is recruiting for an experienced Structured Credit Adviser in the New York or Houston, office. this is a hybrid position and will need to be in the office 3x per week.

Credit Specialties Client Advisor

You’ll be be part of Marsh's Political Risk and Structured Credit team. The group drives and places innovative financial risk transfer solutions for Marsh’s clients, and is engaged with clients and colleagues globally. We are responsible for the entire chain of the risk transfer placement process, from identifying risk drivers and structuring, to marketing, negotiation with insurers and documentation.

What you can expect:

  • Drives growth in the portfolio of bank clients within the Political Risk and Structured Credit Practice.

  • Acts as lead advisory colleague on medium-sized accounts or moderately complex accounts, focusing on banks and their various regulatory regimes.

  • Cultivates a deep understanding of the clients’ strategic priorities, risk strategies and risk management needs to provide advice accordingly to client.

  • Utilizes substantial risk expertise and knowledge of industry and insurance market place to review clients’ exposures to develop solutions for complex clients’ needs, including a focus on recommending and seeking-out cross-selling our range of additional products and services as solutions.

  • Presents, develops and executes renewal/placement strategies in conjunction with Placement, Advisory Leaders and Client Executives.

  • Receives, negotiates and evaluates political risk & structured credit quotes from carriers and presents the evaluations to clients.

  • Leads presentations to prospective clients, identifies the need for new products and develops/suggests innovative solutions to client and client team members to gain new clients and projects.

  • Builds and maintains relationships with clients, and is the primary point of contact to service more complex client needs.

  • Coordinates the production of client deliverables, including monitoring delivery and invoicing to ensure the quality of materials delivered to the client.

  • Possesses an in-depth knowledge of changing market conditions to contribute to the firm’s body of knowledge within product line through active internal communication.

  • an opportunity to contribute to business growth locally and globally.

What's in it for you?

  • A company with a strong Brand and strong results to match.

  • Culture of internal mobility, collaboration and valued partnership with HR from the business.

  • Employee Resource Groups which provide access to leaders, relevant volunteer and mentoring opportunities and interactions with counterparts in industry groups and client organizations.

  • Competitive pay (salary and bonus potential), Full benefits package – starting day one (medical, dental, vision, STI/LTI, life insurance, generous 401k match AND contribution.

We will count on you to:

  • Understand clients’ needs, identify risks and structure solutions

  • Gather and analyze relevant financial data, as well as 3rd party and relevant commodity price data

  • Develop material for client presentations, internal and external sales efforts, and colleague training

  • Conduct meetings with clients and internal colleagues to discuss exposures and solutions

  • Administer electronic data and file storage, as well as distribute documentation to clients

  • Review contracts; draft and amend insurance policies as appropriate, identify potential pitfalls and improvements

What you need to have:

  • Bachelor’s degree in a financial field such economics and/or math; master’s degree level preferred

  • 10+ years of experience working in finance/banking/insurance industry, in origination, distribution, broking or underwriting

  • Ability to work independently with minimal supervision with ability to manage projects/processes from beginning to end

  • Ability to influence others within and outside of the job function regarding approach and procedures

  • Superior detail orientation, excellent communication, interpersonal, and time management skills

  • Strong Microsoft Office skills, especially Excel

  • P&C license mandatory, or ability to obtain

Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Marsh Risk, visit marsh.com, or follow us on LinkedIn and X.

Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting View email address on us.fitly.work.

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

The applicable base salary range for this role is $154,200 to $328,400.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Vacancy posted 11 days ago
Similar jobs that could be interesting for youBased on the Credit Specialties DI Advisor in Houston, TX vacancy
  • $93k - $189k

     ...bank’s Power & Utilities vertical within Huntington’s Corporate Specialty and Government Banking group. In conjunction with Relationship...  ...and close broadly syndicated, complex commercial loansProvide credit recommendations to the appropriate level of credit administrationReview... 
    Suggested
    Full time
    Work at office
    Remote work
    Work from home
    Flexible hours

    Cadence Bank

    Houston, TX
    18 hours ago
  •  ...Financial.Bonus TypeBOKF Performance Plan (D02)SummaryJoin us as a Credit Product Underwriter III- Energy. Our commitment to you is a...  ...core competency of BOK Financial for over 100 years, and this specialty lending business is a key differentiator for us in the financial... 
    Suggested
    Local area

    Bank of Oklahoma

    Houston, TX
    2 days ago
  •  ...Head of Investor Relations, Credit Fund About the Company Globally-recognized provider of billing, distribution, & marketing...  ...Monetize Publish Sales and Marketing Video Game Specialties game payments local payment solutions online game monetization... 
    Suggested
    Local area

    Confidential

    Houston, TX
    2 days ago
  •  ...Employees 51-200 Funding $26-$50 million Specialties investments advisory tax equity transferable tax credits debt energy and manufacturing...  ...new relationships and serving as a strategic advisor. The role also involves managing a team of junior... 
    Suggested
    Remote work

    Confidential

    Houston, TX
    1 day ago
  •  ...Manager 4 is a significant supporting member of the client's Credit Delivery Team, i.e., Relationship Manager (RM), Commercial Client...  ..., distribution, professional services, transportation, and specialties. The loan portfolio will include, but is not limited to, lines... 
    Suggested
    Work at office
    Local area

    Hancock Whitney

    Houston, TX
    2 days ago
  •  ...development of intentional educational and career plans to help dual credit students achieve academic, personal, and professional goals....  ...with College Student Services Pathways and Case Management Advisors to ensure a seamless transition for dual credit students.Plays... 
    Work experience placement
    Interim role
    Work at office
    Flexible hours
    Shift work
    Afternoon shift

    Houston Community College

    Houston, TX
    18 hours ago
  •  ...relationships with and ensure consistent messaging to key stakeholders including retail investors, buy-side and sell-side analysts, credit rating agencies, banks, etc. Strategically structure investor meetings, roadshows, conferences, and site visits to optimize impact... 
    Work at office
    Local area
    Remote work
    2 days per week

    Murphy Oil

    Houston, TX
    18 hours ago
  •  ...of contact for institutional investors, sell‑side analysts, and credit rating agenciesPrepare and oversee quarterly earnings materials...  ...and mentor members of the IR team and external advisors as applicableMINIMUM ESSENITAL QUALIFICATIONS:Bachelor’s degree... 

    Targa Resources

    Houston, TX
    3 days ago
  •  ...review the following job description:Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients....  ...support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services,... 
    Full time
    Part time
    Work at office
    Local area
    Shift work
    Day shift

    Truist

    Houston, TX
    4 days ago
  • $148.79k - $230.21k

     ...system.Job Description:At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships...  ...insurance and risk management services, consumer and mortgage credit, and general banking servicesServes as a focused partner, working... 
    Full time
    Flexible hours

    Regions Financial

    Houston, TX
    3 days ago
  • $225k - $420k

     ...Job Description Corporate Finance Associate (3-5 years) Private Credit + Leveraged Finance Multiple offices (NYC, Dallas, Houston, LA, Boston, Chicago) Our AmLaw 100 client is adding a midlevel associate to a debt finance platform that sits in the... 
    Work at office

    Advocates Legal Recruiting

    Houston, TX
    4 days ago
  •  ...lenders, and capital providers Support underwriting packages, credit materials, and lender presentations Analyze capital...  ...and stakeholder updates) Relationship management with lenders, advisors, and operating partners Operational mindset and KPI-driven performance... 
    Work at office

    ZT Corporate

    Houston, TX
    a month ago
  •  ...seeks a mid-level to senior Asset Management Associate with 3–8 years of private fund experience. Focus areas include private equity, credit funds, and hedge funds, serving investment management firms, investors, and distributors. The role involves advising investors and... 

    BCG Attorney Search

    Houston, TX
    3 days ago
  •  ...Financial Advisor The ideal candidate will be responsible for advising families on building, preserving and managing their wealth....  ...Advisor will use knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their... 
    Temporary work
    For contractors
    Work experience placement
    Local area

    BBVA

    Houston, TX
    3 days ago
  •  ...processes, including management of diligence requests, data rooms, third-party advisors, and transaction tracking items. Assist in the review and analysis of project finance documents, including credit agreements, major project contracts, and tax equity partnership... 
    Full time
    Work experience placement
    Work at office

    Key Capture Energy, LLC

    Houston, TX
    more than 2 months ago
  •  ...on drafting, and the opportunity to work on sophisticated domestic financing matters. Responsibilities Draft and negotiate credit agreements, loan documents, and financing transaction documentation Represent borrowers, sponsors, lenders, and private credit providers... 
    Local area

    NextStep Recruiting

    Houston, TX
    3 days ago
  • $260k

     ...RoleIn our Debt Finance Global Product Group, we advise on the full range of debt finance matters, including leveraged finance, private credit, infrastructure finance, hybrid capital, fund finance, corporate lending, and syndicated facilities. We act for financial... 
    Local area

    Clifford Chance

    Houston, TX
    1 day ago
  •  ...policies, procedures, and Guiding Principles within the CRE organization.Duties & Responsibilities:Owns primary responsibility for the credit and monitoring of Commercial portfolio risks.Responsible for underwriting quality, portfolio administration, and credit quality of... 
    Full time
    Remote work
    Work from home
    Flexible hours

    Cadence Bank

    Houston, TX
    18 hours ago
  •  ...Counselor is responsible for ensuring correct processing of all patient accounts and coordinating all facets for patient accounts, credits and collection of Accounts Receivable. This role ensures duties are completed accurately and timely while acting as a team player... 
    Extra income
    Full time
    Contract work
    Work at office
    Monday to Friday

    Indiana Fertility Institute LLC

    Houston, TX
    more than 2 months ago
  •  ...representing institutional and non-traditional lenders in connection with the planning, negotiation, documentation and workout of syndicated credit facilities, participated credits, equipment loans, working capital loans, asset-based loans, loan sale transactions, and dealing... 
    Work at office

    5 Legal

    Houston, TX
    a month ago
  • $110.7k - $218.3k

     ...field4+ years of experience in the financial services or consulting industry, supporting one or more of financial risk/related areas: Credit Risk, Liquidity Risk, Market Risk, Capital Management/Stress TestingKnowledge of financial services business models, products, and... 
    Work at office
    Visa sponsorship

    Deloitte

    Houston, TX
    2 days ago
  •  ...provide consist oversight and administration to ensure strong credit quality and be involved and invested in their local community.The...  ....Business Development & Relationship BankingServe as a trusted advisor, providing customized financial solutions to business owners... 
    Local area

    Hilltop Holdings

    Houston, TX
    18 hours ago
  • $85k - $160k

     ...In 2025, LSEG ranked us the No. 1 global M&A fairness opinion advisor over the past 25 years. Our stability, integrity, technical leadership...  ...debt and equity securities held by hedge funds, private credit funds, private equity funds, and business development companies... 
    Full time
    Work at office
    Worldwide

    Houlihan Lokey

    Houston, TX
    3 days ago
  •  ...personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to affluent clients. Effectively partner with the Wealth Advisors to develop business owner relationships through the utilization of WRAP (Wealth... 
    Full time
    Part time
    Work at office
    Local area
    Shift work
    Day shift

    Truist

    Houston, TX
    18 hours ago
  • $77k - $214k

     ...property, income and franchise tax, payroll and employment tax, credits and incentives, and indirect tax.To really stand out and make...  ...team you are expected to lead the way as technology-enabled tax advisors who provide significance through digitization, automation, and... 
    Full time
    H1b
    Local area

    PwC

    Houston, TX
    3 days ago
  •  ...years in transactional finance, including leveraged or fund finance and commercial lending. You will draft, review, and negotiate credit agreements, indentures, and security documents while coordinating matters from origination to closing with clients and counterparties... 

    Agnello & Rogers

    Houston, TX
    5 days ago
  •  ...possess excellent communication skills and a high school education or GED, along with 2 years of relevant experience in the banking or Credit Union sector. This role offers full-time employment and aims to enhance member relationships through a caring approach. #J-18808-... 
    Full time

    PrimeWay FCU

    Houston, TX
    3 days ago
  • $102k - $150k

     ...including data room management, Q&A, diligence trackers, third-party advisor inputs, closing deliverables, and internal approval processes....  ...with renewable energy, BESS, project finance, tax equity, tax credit transferability, asset sales, or infrastructure capital markets... 
    Full time

    Prologis

    Houston, TX
    2 days ago
  •  ...deploying capital across borders and industries. Participate in debt restructuring matters for both debtors and creditors. Work with credit investors on structuring novel credit investments. Assist private equity sponsors with leveraged buyouts and acquisitions. Engage... 
    Work at office

    BCG Attorney Search

    Houston, TX
    4 days ago
  •  ...analysis and preparing underwriting documents to support corporate credit requests. This position is responsible for ongoing credit...  ...collaboration with lenders. Viewed as a value added financial advisor by the client/borrower, critical and knowledgeable contributor... 
    Bank staff

    b1BANK

    Houston, TX
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Credit Specialties DI Advisor. Be the first to apply!