Credit Underwriting & Portfolio Management

Limit Financial, Inc.; New York (NY); Remote; USD 90,000 - 130,000; Full time

Job summary

Limit Financial, Inc. is seeking an experienced Credit Underwriter and Portfolio Manager for a full-time remote role in the United States. The role supports deal sourcing, underwriting, portfolio monitoring, reporting and cross-asset analysis across insurance, private credit and corporate loans.

The position emphasizes analytical rigor, collaboration with banks, brokers, insurers and other counterparties throughout underwriting, and growth opportunities within the company.

Qualifications

• Bachelor's degree and 3 - 7 years of experience in investment banking, capital markets, or investment management.
• Excellent organizational and communication skills – both verbal and written.
• Fluency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.)
• Ability to think creatively and strategically, and thrive in a dynamic work environment
• Attention to detail with a proactive, results-oriented mindset

Responsibilities

• Monitor and manage existing insured exposures, including financial performance, covenant compliance, ratings and other credit developments
• Analyze and underwrite new credit insurance opportunities across corporate and private credit
• Prepare presentations, term sheets and marketing materials for distribution
• Work directly with banks, brokers, insurers and other counterparties throughout the underwriting process
• Perform risk analyses across various asset classes and present the results
• Proactively generate ideas to improve company processes and operations

Skills

Bachelor's degree and 3-7 years in inv

Excellent organizational and comms

Microsoft Office proficiency

Creative and strategic thinking

Detail-oriented, proactive

Education

Bachelor's degree in Finance or related field

Tools

Microsoft Office Suite

Job description

LimitFi is a leading alternative credit manager specializing in insurance and risk transfer solutions. We source, underwrite, and manage credit exposure for a panel of insurers and reinsurers. Our services deliver AA/A rated insurance protection to banks and lenders seeking capital relief, risk reduction, or efficient distribution.

Role Description

This is a full-time remote role in Credit Underwriting and Portfolio management. The individual will work with other members of the team, supporting deal sourcing, underwriting, portfolio monitoring, reporting and other company activities. Conduct quantitative and qualitative analysis across various projects to optimize company growth and business. Opportunity to work across multiple asset classes including insurance, private equity, private credit and corporate loans. The position will allow for high growth potential, both within the role and as part of the growth of the overall company. Responsibilities include:

• Monitor and manage existing insured exposures, including financial performance, covenant compliance, ratings and other credit developments
• Analyze and underwrite new credit insurance opportunities across corporate and private credit
• Prepare presentations, term sheets and marketing materials for distribution
• Work directly with banks, brokers, insurers and other counterparties throughout the underwriting process
• Perform risk analyses across various asset classes and present the results
• Proactively generate ideas to improve company processes and operations

Skills and Qualifications

• Bachelor's degree and 3 - 7 years of experience in investment banking, capital markets, or investment management
• Excellent organizational and communication skills – both verbal and written
• Fluency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.)
• Ability to think creatively and strategically, and thrive in a dynamic work environment
• Attention to detail with a proactive, results-oriented mindset