Underwriting & Portfolio Analyst (Project Finance) Job at Social Capital Resources, New York, NY

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  • Social Capital Resources
  • New York, NY

Job Description

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.

Job Tags

Permanent employment, Temporary work

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