Associate, Specialty Underwriter & Portfolio Manager - FIG

We are seeking an Associate, Specialty Underwriter & Portfolio Manager - FIG to join our Underwriting and Portfolio Management organisation. As an Associate, you will perform most responsibilities with minimal oversight, identifying risks and mitigants, and escalating trends or anomalies on individual deals or within the portfolio.

Primary Underwriting Responsibilities:

• Perform due diligence on industry and company performance, synthesising research and drawing conclusions
• Conduct thorough financial analysis, identifying disparities, risks, and creative ways to mitigate risk
• Prepare financial modeling inputs, understanding model mechanics and considering overrides or exceptions
• Analyse structuring options, considering collateral and borrower valuation
• Write and prepare credit approval documents, contributing to internal meetings
• Coordinate and complete closing process requirements
• Shadow senior underwriters on reviewing and negotiating legal documentation
• Communicate with external constituents, exhibiting a sense of urgency toward meeting client requests
• Prepare term sheets, commitment letters, and fee letters with guidance
• Prepare pricing models for complex deal structures

Primary Portfolio or Asset Management Responsibilities:

• Demonstrate ownership of a portfolio of existing customers with minimal guidance
• Complete annual reviews and modifications independently and on time
• Monitor and determine upgrades or downgrades to risk ratings
• Ensure compliance with credit policies and procedures
• Respond to requests from internal and external stakeholders
• Ensure portfolio data accuracy and completeness
• Escalate and resolve problem accounts in partnership with other teams

Additional Responsibilities:

• Build relationships across functions and businesses to foster collaboration
• Mentor and train rotational analysts and new hires
• Participate in internal initiatives to ensure the business is well-managed and operates efficiently

Basic Qualifications:

• Bachelor’s Degree or Military Experience
• At least 4 years of experience in credit underwriting, portfolio management, or asset management

Preferred Qualifications:

• Bachelor's Degree in Accounting, Finance, or other relevant fields
• 5+ years of experience in credit underwriting or portfolio management or asset management

Salary Information:

• Chicago, IL: $149,800 - $171,000 per year
• McLean, VA: $164,800 - $188,100 per year