NewSenior Tax Analyst - Partnerships Kforce Inc.Senior Tax Analyst - PartnershipsPriceton, NJ$100,000–$115,000Summary: The candidate will be responsible for supporting the Senior Manager for all tax planning activities, including US federal and state income tax, transaction tax return support, cash tax optimization, credits and incentives, and transaction diligence. 3+ years of federal and state tax compliance or planning for partnerships with a public accounting firm or large corporate tax department; Experience with private equity or real estate tax is a plus.
Senior Emerging Markets Credit Analyst (open to remote) Reinsurance Group of America IncSenior Emerging Markets Credit Analyst (open to remote)PARemote$150,770–$224,640 / yearUnderstand complicated nuances of regulatory frameworks for multiple industry sectors in various countries and regions, maintaining detailed and current knowledge of credit securities pricing and relative value with conviction in valuation views. Demonstrate extensive financial modeling capabilities including the ability to model and explain earnings and balance sheet expectations as well as ratings trajectories for financial and non-financial issuers and sovereigns under primary coverage.
Credit Analyst Reliance IncCredit AnalystTrevose, PAStand or Sit(Stationary position), Walk(Move, Traverse), Talk/hear(Communicate, Detect, Converse with, Discern, Convey, Express oneself, Exchange information), See (Detect, Determine, Perceive, Identify, Recognize, Judge, Observe, Inspect, Estimate, Assess), Reaching, Use hand/fingers to handle or feel (Operate, Activate, Use, Prepare, Inspect, Place, Detect, Position). This role analyzes financial and credit information to assess risk associated with extending commercial credit, monitors customer payment activity, and works collaboratively with customers and internal departments to resolve account discrepancies and maintain healthy accounts receivable balances.
Senior Emerging Markets (EM) Corporate Credit Analyst The Vanguard GroupSenior Emerging Markets (EM) Corporate Credit AnalystMalvern, PennsylvaniaYou will take senior responsibility for sector‑led EM corporate credit research, directly influencing relative value views, issuer selection, capital structure positioning, and portfolio construction across both dedicated EM and multisector strategies. Based at Vanguard’s global headquarters in Malvern, PA, the role partners closely with EM portfolio managers, traders, and global research peers to deliver actionable investment insights across EM corporate credit.
Commercial Credit Analyst - To 80K - Philadelphia, PA - Job 3518 The Symicor GroupCommercial Credit Analyst - To 80K - Philadelphia, PA - Job 3518Philadelphia, PA$80,000–$80,000The successful Credit Analyst candidate will be responsible for processing daily credit transactions per the credit policy and procedures, maintaining records and files on all credit transactions, including correspondence and documents. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.
Credit Analyst III - C&I Provident Financial Services IncCredit Analyst III - C&IPlymouth Meeting, PA$77,000–$110,000 / yearThe incumbent will assist in training less experienced staff members and handle more complex and/or challenging assignments (e.g., larger deals or complicated request with larger relationship exposure under Market and Lending Leadership Approval Authority - Level 6 & 7 or below). Please note, the base pay actually offered may vary based upon the candidates skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.
Senior Commercial Credit Analyst Tompkins Community BankSenior Commercial Credit AnalystPlymouth Meeting, PennsylvaniaFull timeCurrent knowledge of techniques necessary to analyze business financial conditions including an acute awareness of the implications that financial and non-financial factors can have in assessing a borrower’s ability to service debt obligations. Perform independent validation of risk rating and loan authority component of loan funding in accordance with FDICIA and Sarbanes-Oxley requirements, as needed.
Senior Commercial Credit Analyst Tompkins Financial CorpSenior Commercial Credit AnalystPlymouth Meeting, PACurrent knowledge of techniques necessary to analyze business financial conditions including an acute awareness of the implications that financial and non-financial factors can have in assessing a borrower's ability to service debt obligations. Perform independent validation of risk rating and loan authority component of loan funding in accordance with FDICIA and Sarbanes-Oxley requirements, as needed.
Credit Analyst - SBA Underwriting First Commonwealth Financial CorpCredit Analyst - SBA UnderwritingPAA strong knowledge of accounting and financial analysis techniques and ability to use these skills to perform financial modeling including but not limited to discounted cash flow techniques and projected forecasted cash flow. Prepares organized and comprehensive reports which assess the credit-worthiness of a loan request and provide the appropriate authority with the necessary information to make an informed lending decision.
Credit Analyst Susquehanna International Group LLPCredit AnalystBala Cynwyd, PAYou will experience this dedication to training first hand as you work collaboratively with the research analysts and traders on your desk to gain the practical exposure needed to perform your daily responsibilities. This role provides the unique opportunity to combine the quantitative aspects of finance with creative problem solving in order to develop trade ideas in a fast-paced proprietary trading environment.
Active Credit Structured Products Investment Analyst (ABS/CMBS/RMBS) Vanguard GroupActive Credit Structured Products Investment Analyst (ABS/CMBS/RMBS)Malvern, PALead ongoing surveillance of issuers, sectors, systematize monitoring of credit quality changes, prepayment trends, and risk factors, deliver timely updates to the desk. Present views and strategies to senior leadership, internal partners, and clients, build relationships with PMs, banks, issuers, rating agencies, and peer analysts.
Sr. Commercial Credit Analyst II Columbia Financial IncSr. Commercial Credit Analyst IINJDevelops and analyzes credit information for use by lending and credit officers or committees in the making of lending decisions on new, renewal, or extension loans. Works directly with lending, business development and credit officers in structuring complex commercial borrowing transactions.
Credit Analyst Earle M. Jorgensen CompanyCredit AnalystTrevose, PennsylvaniaFull timePhysical Requirements: Stand or Sit(Stationary position), Walk(Move, Traverse), Talk/hear(Communicate, Detect, Converse with, Discern, Convey, Express oneself, Exchange information), See (Detect, Determine, Perceive, Identify, Recognize, Judge, Observe, Inspect, Estimate, Assess), Reaching, Use hand/fingers to handle or feel (Operate, Activate, Use, Prepare, Inspect, Place, Detect, Position) Function in the Job: Sedentary Work- Exerting up to 10 pounds of force occasionally, and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. This role analyzes financial and credit information to assess risk associated with extending commercial credit, monitors customer payment activity, and works collaboratively with customers and internal departments to resolve account discrepancies and maintain healthy accounts receivable balances.
Credit Analyst Internship: Summer 2027 Susquehanna International Group LLPCredit Analyst Internship: Summer 2027Bala Cynwyd, PAThrough collaboration with our Credit, Equity, and Macro Analysts, and Fixed Income, ETF, and Derivatives Traders, you will gain experience in the financial markets by tracking company news and events and assisting with valuation work. To meet the unique challenges of global markets, Susquehanna applies machine learning and advanced quantitative research to vast datasets in order to uncover actionable insights and build effective strategies.
Commercial Credit Analyst - Engineering & Construction (E&C) - New England &/or Delaware Regions (Hybrid - see description for potential locations) M&T Bank CorpCommercial Credit Analyst - Engineering & Construction (E&C) - New England &/or Delaware Regions (Hybrid - see description for potential locations)Radnor, PA$62,200–$103,600 / yearEducation and Experience Required: Bachelor's degree in Accounting, Finance, Economics or related field and a minimum of one year's work experience in commercial credit, public accounting, financial statement preparation/analysis or other financial analysis, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including of one year work experience in commercial credit, public accounting, financial statement preparation/analysis or other financial analysis. Manage the ongoing credit risk of existing loan portfolios through continuous credit monitoring (CCM) activities enabling the timely identification of emerging credit risk so that appropriate actions can be taken to manage the risk, minimize losses and assign an accurate risk rating.
Commercial Credit Analyst, Healthcare M&T Bank CorpCommercial Credit Analyst, HealthcarePhiladelphia, PA$68,400–$114,000 / yearEducation and Experience Required: Bachelor's degree in Accounting, Finance, Economics or related field and a minimum of one year's work experience in commercial credit, public accounting, financial statement preparation/analysis or other financial analysis, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including of one year work experience in commercial credit, public accounting, financial statement preparation/analysis or other financial analysis. Manage the ongoing credit risk of existing loan portfolios through continuous credit monitoring (CCM) activities enabling the timely identification of emerging credit risk so that appropriate actions can be taken to manage the risk, minimize losses and assign an accurate risk rating.
Commercial Credit Analyst M&T Bank CorpCommercial Credit AnalystRadnor, PA$68,400–$114,000 / yearEducation and Experience Required: Bachelor's degree in Accounting, Finance, Economics or related field and a minimum of one year's work experience in commercial credit, public accounting, financial statement preparation/analysis or other financial analysis, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including of one year work experience in commercial credit, public accounting, financial statement preparation/analysis or other financial analysis. Manage the ongoing credit risk of existing loan portfolios through continuous credit monitoring (CCM) activities enabling the timely identification of emerging credit risk so that appropriate actions can be taken to manage the risk, minimize losses and assign an accurate risk rating.
Senior Analyst - Credit Analytics Credit Execution OneMain FinancialSenior Analyst - Credit Analytics Credit ExecutionWilmington, DelawareWe are seeking a Senior Analyst to join our Credit Analytics Credit Execution Team to support the implementation of credit and pricing-related strategies and models for the personal loans’ portfolio across affiliate and partner platforms. This role will focus on delivering high-quality work products across various credit execution and decisioning operations engagements, collaborating closely with Data science, Analytics, Product, and Technology partners.
Credit Analyst II OceanFirst Financial CorpCredit Analyst IIPAUnder minimal guidance and direction, perform detailed credit analysis of commercial loan requests and borrower information, including financial statements synopsis, management profiles, business and product cycles, cash flow and trends, operating analysis and debt service calculation. ABOUT YOUR ROLE Under guidance of the Credit management, perform analysis of commercial loan requests and borrower information including but not limited to financial analysis, operating performance, industry trends and economic conditions to make initial assessment of credit worthiness.
Lead Analyst, Credit Analytics OneMain Financial Group, LLCLead Analyst, Credit AnalyticsWilmington, DEThese strategies include, but are not limited to, approval/decline, loan amount assignment, term, pricing, and risk appetite framework optimization to drive healthy revenue growth, loss mitigation, and streamlining of processes in support of better profitability and healthy lending portfolio. This role will have the chance to pull the data, conduct deep analysis and investigation, apply critical thinking skills, draw insights from their work and leverage general business acumen to understand the customer behavior and develop profitable business strategies in a timely and accurate manner.
Credit/Collection Analyst A. Duie Pyle IncCredit/Collection AnalystWest Chester, PASupported by our vast network of Less-Than-Truckload (LTL) service centers, warehouse facilities, and dedicated locations, we have the ability to offer flexible and seamless integrated solutions tailored to our customer's needs. The responsibilities of the position include, but are not limited to: Utilizing all available tools and following departmental best practices identify and prioritize delinquent accounts that need to be worked.
Senior Credit Strategy Analyst - Home Secured/Super Prime UW Marlette Funding, LLCSenior Credit Strategy Analyst - Home Secured/Super Prime UWWilmington, DEAs a Barclays company, we combine the agility and customer focus of a fintech with the global reach, stability, and purpose of a leading financial institutionworking together to create a better financial future for our customers and communities. Responsibilities include maximizing Underwriting and Loan amount decisions across acquisition channels, driving strategy improvement and innovation, monitoring of Champion/Challenger data while maintaining investor returns.
Senior Credit Strategy Analyst - Affiliates and Lead Gen UW Marlette Funding, LLCSenior Credit Strategy Analyst - Affiliates and Lead Gen UWWilmington, DEAs a Barclays company, we combine the agility and customer focus of a fintech with the global reach, stability, and purpose of a leading financial institutionworking together to create a better financial future for our customers and communities. Responsibilities include maximizing Underwriting and Loan amount decisions across acquisition channels, driving strategy improvement and innovation, monitoring of Champion/Challenger data while maintaining investor returns.
Credit Risk Analyst Continental Finance Company LLCCredit Risk AnalystWilmington, DESeeking a Data Analyst to support direct mail and Invitation-To-Apply (ITA) acquisition campaigns through targeting, list processing and execution, and credit risk performance analysis, helping drive efficient growth while maintaining strong portfolio performance. Essential Functions: Execute end-to-end direct mail and ITA campaigns, including selection of prospective customers, list processing, and file delivery.
Senior Credit Risk Analyst -Verifications Marlette Funding, LLCSenior Credit Risk Analyst -VerificationsWilmington, DE$130,000–$150,000 / yearBest Egg is a market-leading, tech-enabled financial platform helping people build financial confidence through a variety of installment lending solutions and financial health tools. With an aligned culture, lower cost of funds, and increased employee growth opportunities across a global brand, we are excited about the future of the Best Egg brand under the Barclays umbrella.
Lead Analyst - Credit Risk Management Comcast CorporationLead Analyst - Credit Risk ManagementPhiladelphia, PALeads analysis and design of existing and new credit strategies and business processes that could span multiple areas of the organization, including Customer Operations, Sales Operations, Marketing, Training, Analytics, Finance and Legal. Creates a proposed credit decision frameworks and future state design accounting for impacts to customers, employees and existing business processes.
Credit Risk Model Development Quantitative Analyst II - Consumer Portfolio (Hybrid - see job description for potential work locations) M&T Bank CorpCredit Risk Model Development Quantitative Analyst II - Consumer Portfolio (Hybrid - see job description for potential work locations)DE$71,600–$119,300 / yearRun regressions (including time series and logistic regression), programming routines and other econometric analyses to specify models using appropriate statistical software; communicate results, including graphic and tabular forms, to fellow team members, Treasury management and Bank-wide stakeholders, including the business lines and Risk Management colleagues to demonstrate key risk drivers and dynamics of model output. With experienced skillset, assist in researching and developing quantitative behavioral models used for credit risk, interest rate risk and liquidity risk management, as well as balance sheet and capital planning, including but not limited to, loan delinquency, default and loss models, loan prepayment and utilization models, deposit attrition models and financial instrument valuation methods.
Credit Portfolio Senior Analyst Citigroup IncCredit Portfolio Senior AnalystWilmington, DE$112,600–$138,000 / year1 year of experience must include: Statistical analytics using SAS/SQL; Algorithm designing and analysis for behavior forecasting; SAS programming for data management; Regression analysis; Machine learning algorithm designing and implementation; Clustering analysis and risk segmentation; Simple and nonlinear regression models calculation; Model fit and assumption testing and variables adjustment; Experimental design including randomization, replication and control; Approximation of sampling distribution; Experimental data analysis for decision-making formulation and modeling; Credit risk management; Financial analysis; and Financial reporting. Requirements: Requires a Master's degree, or foreign equivalent, in Statistics, Mathematics or related quantitative field and 1 year of experience as a Credit Risk Analyst or related position involving consumer credit risk management to mitigate risk in a global financial services institution.
Principal Credit Risk & Pricing Analyst Citizens Financial Group IncPrincipal Credit Risk & Pricing AnalystPA$143,705–$180,000 / yearWill be expected to wear multiple hats, solving problems across the full credit lifecycle and will have the opportunity to take ownership of solutions and see them through to completion in a fast-paced, challenging environment. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism.
Credit and Collection Analyst A. Duie Pyle, IncCredit and Collection AnalystWest Chester, PAPart timeSupported by our vast network of Less-Than-Truckload (LTL) service centers, warehouse facilities, and dedicated locations, we have the ability to offer flexible and seamless integrated solutions tailored to our customer’s needs. Utilizing all available tools and following departmental best practices identify and prioritize delinquent accounts that need to be worked.
Senior Analyst - Credit Execution OneMain Financial Group, LLCSenior Analyst - Credit ExecutionWilmington, DEThis role will focus on delivering high-quality work products across various credit execution and decisioning operations engagements, collaborating closely with Data science, Analytics, Product, and Technology partners. We are seeking a Senior Analyst to join our Credit Execution Team to support the implementation of credit and pricing-related strategies and models for the personal loans' portfolio across affiliate and partner platforms.
NewData Analyst - Credit Card Portfolio Analytics U.S. BancorpData Analyst - Credit Card Portfolio AnalyticsPA$105,400–$124,000 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. This role combines technical analytics, financial analysis, and business partnership responsibilities to help uncover actionable insights and drive strategic decisions.
Strategy Analyst - Credit Decisioning Unit - Vice President JPMorgan Chase Bank, N.A.Strategy Analyst - Credit Decisioning Unit - Vice PresidentWilmington, DEFull timeChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Join the CDU Program Office and help define strategic priorities for CCB's Card, Chase Auto, Business Banking, and Home Lending businesses.
Credit Manager Penn Community BankCredit ManagerPerkasie, PennsylvaniaFacilitate direct collaboration with commercial lenders, credit administration staff and loan operations teams to enhance communication, efficiency, and client responsiveness throughout the credit process. Administer departmental workflows and pipeline activities to ensure timely, accurate, and service oriented delivery of loan originations, renewals, modifications, reviews and other related actions.
Credit Portfolio Manager II OceanFirst Financial CorpCredit Portfolio Manager IIPhiladelphia, PADemonstrate an understanding of the Bank's overall portfolio mix, concentration and exposure limits, risk philosophy, stress modeling, and other quantitative risk modeling factors that may impact credit decisions, Utilizing automated and manual analytical tools and techniques, perform in-depth projective financial analysis, including "what-if" scenarios that test the reasonableness of the projections provided to the Bank or construct predictive performance when not provided. Prepare comprehensive written analysis for loan proposals including summary of financial statements, cash flow trends, management profiles, business and product cycles, operating performance and appropriate economic and market research.
NewNuclear Projects Estimating Manager Holtec InternationalNuclear Projects Estimating ManagerCamden, NJ$155,000–$185,000 / yearThe Nuclear Project Estimating Manager leads a team responsible for developing and maintaining project cost estimates, integrated financial models, and execution-phase cost tracking tools for the SMR-300 Pioneer 1 & 2 program. The ideal candidate brings deep experience in EPC project environments, with the ability to translate technical scope and execution strategies into accurate financial forecasts and actionable business insights.
NewCredit Portfolio Manager Holman Automotive Group, Inc.Credit Portfolio ManagerMount Laurel, NJ$105,050–$149,700 / yearThe automotive markets Holman serves include fleet management and leasing; vehicle fabrication and upfitting; component manufacturing and productivity solutions; powertrain distribution and logistics services; commercial and personal insurance and risk management; and retail automotive sales as one of the largest privately owned dealership groups in the United States. Pay: We offer competitive wages that are commensurate with job-related skills, experience, relevant education or training, and geographic location, starting in the range of $105,050.00 - $149,700.00 USD annually for full time employees.
Accounts Receivable and Credit Manager Novo Nordisk ASAccounts Receivable and Credit ManagerPlainsboro, NJ$99,600–$184,200 / yearFinance & Operations works closely across the organization to guide enterprise-wide resource allocations, investment choices, drive core operations and develop insights to drive growth and operational excellence across the value chain while innovating for future capabilities. In addition, this position will lead the daily execution and tracking of the A/R Factoring program, ensure the collection of customer invoices, provide project management skills for various department initiatives, and assist in the continuous development and on-going completion of the departments KPI/Metrics.
Senior Quantitative Credit Strategist The Vanguard GroupSenior Quantitative Credit StrategistMalvern, PennsylvaniaThe successful candidate will partner with portfolio managers, credit analysts, and risk teams to design, implement, and scale quantitative models supporting corporate bond investment strategies. Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.
Credit Risk - Executive Director - Credit Decisioning Unit JPMorgan Chase Bank, N.A.Credit Risk - Executive Director - Credit Decisioning UnitWilmington, DEFull timeDrive the integration of economic profitability into the credit decisioning framework: ensure that risk appetite, pricing adequacy, and return on regulatory capital are embedded in how the CDU evaluates and recommends credits - not treated as a finance function afterthought. Demonstrated experience managing or analytically overseeing a balanced wholesale credit portfolio, with fluency in portfolio-level risk metrics including concentration analysis, default rate analysis, loss forecasting, and risk appetite translation.
Commercial Credit Senior Associate - Engineering & Construction (E&C) - New England &/or Delaware Regions (Hybrid - see description for potential locations) M&T Bank CorpCommercial Credit Senior Associate - Engineering & Construction (E&C) - New England &/or Delaware Regions (Hybrid - see description for potential locations)Radnor, PA$103,000–$171,600 / yearManage the ongoing credit risk of existing loan portfolios through continuous credit monitoring (CCM) activities enabling the timely identification of emerging credit risk so that appropriate actions can be taken to manage the risk, minimize losses and assign an accurate risk rating. Written analyses to include an independent credit quality assessment with well-supported risk rating, identification of and description of credit risks and mitigants, industry concerns, market trends, financial trends, and other pertinent credit issues of respective deals.
NewCommercial Credit Senior Associate - Dealer Services M&T Bank CorpCommercial Credit Senior Associate - Dealer ServicesRadnor, PA$113,300–$188,800 / yearManage the ongoing credit risk of existing loan portfolios through continuous credit monitoring (CCM) activities enabling the timely identification of emerging credit risk so that appropriate actions can be taken to manage the risk, minimize losses and assign an accurate risk rating. Written analyses to include an independent credit quality assessment with well-supported risk rating, identification of and description of credit risks and mitigants, industry concerns, market trends, financial trends, and other pertinent credit issues of respective deals.
Commercial Credit Associate M&T Bank CorpCommercial Credit AssociateRadnor, PA$94,400–$157,400 / yearManage the ongoing credit risk of existing loan portfolios through continuous credit monitoring (CCM) activities enabling the timely identification of emerging credit risk so that appropriate actions can be taken to manage the risk, minimize losses and assign an accurate risk rating. Written analyses to include an independent credit quality assessment with well-supported risk rating, identification of and description of credit risks and mitigants, industry concerns, market trends, financial trends, and other pertinent credit issues of respective deals.
NewVP - Credit Portfolio Manager | Residential Real Estate Servicing Risk - Collections (Hybrid) Citigroup IncVP - Credit Portfolio Manager | Residential Real Estate Servicing Risk - Collections (Hybrid)Wilmington, DE$114,720–$172,080 / yearThe VP, Residential Real Estate Risk - Collections is a senior risk professional responsible for the strategic direction, governance, and performance oversight of early-stage collections and post charge-off recovery across Citi's owned mortgage and home equity portfolio. Build and maintain cross-functional partnerships across mortgage servicing, finance, controls, and legal and compliance to support execution of portfolio objectives aligned with Citi's risk appetite framework.
NewTax Manager, Sustainability Credits Deloitte Touche Tohmatsu LtdTax Manager, Sustainability CreditsPhiladelphia, PA$105,375–$215,375 / yearThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Executive Director in Card Credit Risk Management - Installments JPMorgan Chase Bank, N.A.Executive Director in Card Credit Risk Management - InstallmentsWilmington, DEFull timeAs an Executive Director in Card Credit Risk Management - Installments in Card Credit Risk Management within Consumer and Community Banking, you will directly own the risk policy strategy and decision framework supporting Chase installment programs, ensuring strong performance, customer experience, and disciplined risk governance. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Commercial Credit Lead M&T Bank CorpCommercial Credit LeadWilmington, DE$136,000–$226,600 / yearManage the ongoing credit risk of existing loan portfolios through continuous credit monitoring (CCM) activities enabling the timely identification of emerging credit risk so that appropriate actions can be taken to manage the risk, minimize losses and assign an accurate risk rating. Written analyses to include an independent credit quality assessment with well-supported risk rating, identification of and description of credit risks and mitigants, industry concerns, market trends, financial trends, and other pertinent credit issues of respective deals.
Managing Director, Direct Credit Product Specialist Hamilton Lane AdvisorsManaging Director, Direct Credit Product SpecialistConshohocken, PennsylvaniaIn this role, you will act as a subject matter expert and primary point of contact across closed end and evergreen solutions partnering with our institutional and private wealth client solutions teams as well as working closely with Investment Teams within Direct Credit, Marketing, Legal, Operations, and other internal partners to drive product growth and deliver a superior investor experience. As part of Hamilton Lane’s Global Client Solutions Team, the Direct Credit Product Manager/Platform Specialist is responsible for the overall management and execution of all aspects of one or more investment products and platforms, including fundraising support, product strategy, and ongoing investor relations across global markets.
Credit Underwriter II - Global Wealth & Investment Management Bank of America CorpCredit Underwriter II - Global Wealth & Investment ManagementPennington, NJ$89,000–$119,000 / yearResponsibilities:Leads the credit analysis process with the support of other analysts and associatesPartners with Credit Officers, Relationship Management, and Risk teammates to understand structuring needs and requirementsMonitors operating performance and financial condition, proactively identifying issues and opportunitiesAssists in delivery of financial modeling, loan structure, industry, economic, and other analyses to team members to support the loan decision-making processReviews work of junior teammates to provide feedback/coaching and ensure compliance with laws, rules, regulations and policy procedureMay have primary coverage responsibility for a portfolio of clients with limited complexity and credit approval for certain credit actionsParticipate in loan structure conversations and completion of loan documentation with internal/external legal partnersUnderwrite and obtain credit approval for marketable securities loan products, including detailed collateral analysis across control/restricted stock, REIT operating units, exchange funds, and derivative securitiesPartner with Global Wealth and Investment Management client teams to support credit requests, participate in upfront deal discussions, and negotiate loan structures and covenants aligned with creditworthiness and risk appetiteProactively manage the deal pipeline to ensure timely progression of new and existing complex transactions or portfolios, completing and reviewing credit analysis, evaluating risks, and writing financial analysisRequired Qualifications:3-5+ years of commercial and/or private wealth management credit experienceStrong financial analysis, accounting skills, and deal structuring for borrowers with complex balance sheets and income streamsStrong negotiation and communication skillsOrganized and detail oriented with ability to multi-task, with prior experience in a high-volume production environmentProficiency in Word, Excel and PowerPointExcellent interpersonal skills and the ability to build business partnerships with risk, services and client teams who may not be co-locatedDesired Qualifications:Formal Credit Training and/or Commercial/Wealth Management credit experience preferredBachelor's degree in business administration, finance, accounting or economics preferredExperience with marketable securities lending preferredSkills:Attention to DetailCredit and Risk AssessmentFinancial AnalysisUnderwritingWritten CommunicationsAnalytical ThinkingCredit Documentation RequirementsFinancial Forecasting and ModelingRecording/Organizing InformationBusiness AcumenCollaborationCollateral ManagementLoan StructuringPrioritizationShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. The Credit Underwriter II (CUII) performs all underwriting tasks for consumer/commercial loan requests to high-net-worth clients of Global Wealth and Investment Management for Merrill Lynch Wealth Management.
NewTax Senior, Sustainability Credits - National Federal Tax Services Deloitte Touche Tohmatsu LtdTax Senior, Sustainability Credits - National Federal Tax ServicesPhiladelphia, PA$78,625–$160,750 / yearThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.