Underwriting & Portfolio Analyst (Project Finance)
$75k - $95kSocial Capital Resources
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 Referrals increase your chances of interviewing at Social Capital Resources by 2x Inferred from the description for this job Medical insurance Vision insurance 401(k) Paid maternity leave Disability insurance Paid paternity leave Get notified about new Portfolio Analyst jobs in New York, NY . #J-18808-Ljbffr Social Capital Resources
$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...ProjectFull time- ...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...ProjectContract work
$110k
...interested in 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,...SuggestedHourly payFull timeContract workWork experience placementWork at officeShift work- ...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....Project16 hoursFull timeContract workWork experience placementWork at officeRemote workMonday to Friday
$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...Project16 hoursFull timeTemporary workWork at officeLocal areaRemote workVisa sponsorshipWeekend workAfternoon shift$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...ProjectFull timeWork at office$50 per hour
Certified Contractor Roles: Analyst · Lead · Senior Initio... ..., operators, and finance professionals across... ...capital professionals. Portfolio Transaction Analysts do... ...and operating company underwriting Conduct DCF, LBO, and... ...immediately through hourly projects and live portfolio...ProjectHourly payFor contractorsImmediate start$86.33k - $120.47k
...The Global Leveraged Finance Underwriting Team (“LFU”) within Institutional... ...Management (“ICM”) is seeking Analysts to join the team. The... ...for Citi’s Leveraged Finance Portfolio of client relationships. Our... ...leveraged lending related projects and strategic initiatives Evaluate...ProjectFull time$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...$110k - $175k
...SMBC is hiring an Analyst or Associate within Credit Portfolio Management. This position is responsible for supporting... ...as well as new business underwriting from within the portfolio (upsizes... ...the portfolio Prepare financial projection models including Base Case and development...ProjectWork at officeLocal areaWork from home$127.3k
...Title Sr Dir, Underwriting/Pricing - Remote, Certified Actuary (FSA/... ...assigned business units and Finance to deliver profitable growth... ...data and develop cost‑of‑care projections for existing customer... ...team of pricing and reporting analysts. Other duties as assigned. Qualifications...ProjectTemporary workWork experience placementWork at officeRemote work- Credit Portfolio Risk Analyst Apply (opens in new window) Job Req Id: 2695498... ...integrated "end-to-end" credit underwriting, identification,... ...portfolio. Provide ad hoc project support to regional and global... ...Graduate Degree in Business, Finance or Economics or equivalent...ProjectFull timeCasual workWork at officeWork from homeHome officeFlexible hours
- ...Summit Consulting is seeking an Underwriting Analyst for the Mergers & Acquisitions division in New York. This role involves assisting in underwriting insurance policies related to mergers and acquisitions, participating in internal underwriting calls, and managing policy...Remote work
$115k - $130k
...banking (both corporate and public finance), equity & fixed income... ...actively looking for an experienced Analyst to join our team in New York.... ...buy side advisory as well as underwriting and placing equity and debt... .... You will work on several projects simultaneously with teams of...Project- ..., 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 discipline...Project
$125k - $135k
...Analyst Position in Private Funds Group At Piper Sandler, we... ...execution tasks include: Underwriting prospective managers,... ...conducting analysis on performance, portfolio companies, marketability,... ...advisors to clients Ad hoc projects and other work as assigned...Project$90k - $110k
...Summary Tatitlek Technologies is seeking a high-performing Portfolio Analyst to support the Defense Innovation Unit (DIU). This role blends... ...planning, coordination, and execution of DIU programs and projects. Conduct research, gather data, and perform analysis to support...ProjectDaily paidContract workFor contractorsWork at office$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,...ProjectFull timeH1bWork at office$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,...ProjectFull timeH1bWork at office$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...ProjectFull timeLive inImmediate startRemote work- ...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...ProjectWork at officeWork from homeFlexible hours2 days per week
- ...Express. The team also works with portfolio companies and startups to... ...opportunity, the Portfolio Analyst will work closely with the broader... ...in the coordination across Finance / Legal / Compliance, and the... ...on new initiatives or projects that can help inform strategy...ProjectWork at officeLocal areaFlexible hours
$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...ProjectTemporary workWork experience placementWork at officeLocal areaFlexible hours3 days per week$145k
...credit role supporting the underwriting, structuring, and... ...through active asset-level portfolio management, applying... ...of asset performance, financing structure, and client... ..., and mentorship to Analysts, setting expectations... ...in infrastructure or project finance, real assets credit...ProjectHourly payContract workWork experience placementWork at officeShift work$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...ProjectRemote work- ...Crenetwork is seeking a Full-Time Analyst to join its Credit Investments team in... ...estate debt investments, focusing on underwriting, cash flow projections, and market due diligence. The ideal... ...undergraduate in Real Estate or Finance, proficient in Microsoft Excel, and...Full time
$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...ProjectCurrently hiringLocal areaRemote workFlexible hours$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 timeWork at office- The State of Oklahoma seeks an IT Portfolio Analyst I to enhance their IT project strategy. This role involves collaboration with business and IT leaders to align IT investments with organizational goals and support informed decision-making. The ideal candidate will possess...ProjectFull time
$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
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