Buffalo Underwriter - Credit Risk & Financial Analysis

Vertex Prime Partners; Buffalo (NY); On-site; USD 75,000 - 101,000; Full time

Benefits offered by this job

Health insurance (medical, dental, and

Vision coverage

401(k) or pension plans

Professional development

Job summary

Vertex Prime Partners in Buffalo, NY seeks an Underwriter to assess creditworthiness of clients and evaluate investment risks. The role involves reviewing financial statements, market trends, and advising on investment strategies.

Candidates should have a finance-related degree and 1–3 years of underwriting or financial analysis experience, with strong analytical and communication skills; proficiency with Excel and financial modeling is beneficial.

Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field.
• 1-3 years of experience in underwriting or a similar role.
• Strong analytical and problem-solving skills, with the ability to interpret complex financial information.
• Excellent communication and interpersonal skills, with the ability to present information clearly to both technical and non-technical audiences.

Responsibilities

• Assess the creditworthiness of clients and potential investments by reviewing financial statements, credit reports, and other relevant information.
• Analyze and evaluate the risk associated with potential investments, ensuring compliance with regulatory requirements.
• Prepare and present underwriting reports, recommendations, and analysis to senior management and stakeholders.
• Collaborate with internal teams and external partners to facilitate the successful execution of underwriting activities.
• Maintain up-to-date knowledge of industry trends, regulations, and best practices in the financial services sector.
• Provide exceptional customer service to clients, addressing their inquiries and concerns in a timely and professional manner.

Skills

Analytical skills

Communication skills

Education

Bachelor's degree in Finance, Business Administration, or a related field

Tools

Excel

Financial modeling tools

Job description

Vertex Prime Partners in Buffalo, NY seeks an Underwriter to assess creditworthiness of clients and evaluate investment risks. The role involves reviewing financial statements, market trends, and advising on investment strategies.

Candidates should have a finance-related degree and 1–3 years of underwriting or financial analysis experience, with strong analytical and communication skills; proficiency with Excel and financial modeling is beneficial.