Associate, Underwriter & Portfolio Manager – ADG

Overview

Opportunity to work for a top 20 Bank, with advancement opportunities both in the department and other functional areas of CIT and First Citizens Bank. The Associate, Underwriter and Portfolio Manager for Aerospace, Defense, and Government Finance will prepare of cash flow models, conduct independent industry research, and assist in the underwriting of credits, and will manage accounts post close.You will work within a team construct to assist in the credit underwriting and portfolio management of diverse debt solutions for middle-market companies. Specifically: (i) LBO Financing, (ii) Acquisition Financing, (iii) Debt Refinancing, and (iv) Recapitalizations-working with potential borrowers, private equity teams, and other Lenders.

Responsibilities

Job Responsibilities:

  • Candidates will work within a team construct to assist in the credit underwriting and portfolio management of diverse debt solutions for middle-market companies. Specifically: (i) LBO Financing, (ii) Acquisition Financing, (iii) Debt Refinancing, and (iv) Recapitalizations-working with potential borrowers, private equity teams, and other Lenders.
  • Candidates will prepare cash flow models, conduct independent industry research, will assist in the underwriting of credits, and will manage accounts post close.
  • Assist in preparing waiver and amendment requests or add-on opportunities.
  • Update ETT, CreditLens and review forms in a timely manner.
  • Maintain credit files in preparation for internal or external audits.
  • Ensure compliance with all FCB policies and procedures.
  • Have a firm understanding of FCB systems and resources.

The base pay for this position is relative to your experience but the range is $100,000 – $110,000. This position is eligible for variable compensation, which may be in the form of incentive, bonus, or commission pay. First Citizens offers a competitive, comprehensive benefits program which you can review here: https://jobs.firstcitizens.com/benefits.

Qualifications

Basic Qualifications:

  • Bachelor’s degree with courses relevant to business and financial analysis
  • 3 years of experience in business lending or investing environment

Other/Preferred Qualifications:

  • The completion of a formal credit training program, preferred
  • Demonstrated analytical and quantitative skills
  • Excellent oral and written communications skills
  • Time management skills to efficiently handle multiple tasks with changing priorities
  • Detailed knowledge of Microsoft Office Applications
  • Attention to detail
  • Ability to function independently and as part of a small deal team
Job Category
Accounting and Finance
Job Type
Full Time/Permanent
Salary
USD 100,000.00 - 110,000.00 per year
Country
United States
City
New York
Career Level
unspecified
Company
First Citizens Bank
JOB SOURCE
https://jobs.firstcitizens.com/jobs/18177?lang=en-us