Key skills
CommunicationCritical Thinking
About this role
Role Overview
- Responsible for analysis and underwriting related to transactions
- Authors and creates credit product approval documents
- Creates financial models including financial projections
- Performs research and analysis on companies and industries
- Supports Directors, VPs and Associates in day-to-day management
- Works closely with Directors, VPs and Associates in preparation of reviews
- Maintains active ownership and timely processing of quarterly risk ratings
Requirements
- Undergraduate degree
- Strong verbal and written communication skills
- Organizational skills
- Critical thinking and problem-solving skills
- Strong analytical skills and attention to detail
- Proficient in Microsoft Word, Excel and PowerPoint
- Licenses: Series 79; Series 63; SIE
Benefits
- medical, dental, vision, life insurance
- disability
- accidental death and dismemberment
- tax-preferred savings accounts
- 401k plan
- 10 days of vacation
- 10 sick days
- paid holidays