Private Bank Credit Analyst – Dallas

Goldman Sachs (lateral)

Dallas (TX)

On-site

USD 60,000 - 90,000

Full time

3 days ago

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Job summary

Goldman Sachs is seeking an entry‑level Underwriting Analyst in the Private Bank to support the credit underwriting process. You will gather financial data, prepare initial analyses, track exposures, and help with documentation and client summaries.

This role offers exposure to wealth‑driven lending solutions within a sophisticated private banking environment. Ideal candidates are early‑career finance professionals who want to develop foundational credit skills, work with Associates and Bankers,

Qualifications

1-3 years of experience in finance, credit underwriting, asset-based lending, credit analysis, or credit risk.
Strong analytical skills and proficiency with Excel and financial statement review.
High level of accuracy, organization, and attention to detail.
Strong communication skills and eagerness to learn credit fundamentals.

Responsibilities

Collect and organize financial statements, tax returns, liquidity reports, and collateral documents.
Prepare initial financial spreads, liquidity analyses, and exposure summaries.
Assist with marketable securities analysis, LTV calculations, and collateral reviews.
Support drafting memo components and client summaries for underwriting.
Maintain credit files, databases, and workflow trackers.
Coordinate with Legal, Compliance, and Operations during closing.
Monitor documentation and assist in covenant checks and collateral revaluations.