Private Bank Credit Analyst – Dallas (Entry Level)

Candidate Experience Site - Lateral; Dallas (TX); On-site; USD 70,000 - 95,000; Full time

Job summary

Goldman Sachs in Dallas seeks an Underwriting Analyst in Private Bank. The role supports credit underwriting, collects financial data, and drafts client summaries to help senior analysts assess risk.

It offers foundational exposure to wealth-driven lending and a path to develop credit analysis skills in a sophisticated private banking environment. Responsibilities include compiling financial statements, performing liquidity analyses, maintaining files, coordinating with Legal, Compliance, and

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 memo components and client summaries for underwriting discussions.

Skills

Analytical skills

Excel proficiency

Attention to detail

Communication skills

Tools

Excel

Job description

Goldman Sachs in Dallas seeks an Underwriting Analyst in Private Bank. The role supports credit underwriting, collects financial data, and drafts client summaries to help senior analysts assess risk.

It offers foundational exposure to wealth-driven lending and a path to develop credit analysis skills in a sophisticated private banking environment. Responsibilities include compiling financial statements, performing liquidity analyses, maintaining files, coordinating with Legal, Compliance, and