Private Bank Credit Underwriter & Analyst (Early Career)

Goldman Sachs

Dallas (TX)

On-site

USD 65,000 - 90,000

Full time

2 days ago
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Job summary

Goldman Sachs' Private Bank is seeking an Underwriting Analyst to support credit underwriting processes. This entry‑level role focuses on data gathering, initial financial analysis, and documentation support to help assess lending opportunities for high‑net‑worth clients.

You will work with underwriters, bankers and risk teams to ensure accurate memo components, file integrity, and timely execution in a dynamic wealth management environment, with growth and learning opportunities.

Qualifications

  • 1–3 years of experience in finance, credit underwriting, asset based lending, credit analysis, or credit risk required.
  • 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

  • Financial & Credit Analysis Support: 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 of memo components and client summaries.

Skills

Analytical thinking
Excel proficiency
Financial statement review
Communication skills
Attention to detail
eagerness to learn

Tools

Excel

Job description

Goldman Sachs' Private Bank is seeking an Underwriting Analyst to support credit underwriting processes. This entry‑level role focuses on data gathering, initial financial analysis, and documentation support to help assess lending opportunities for high‑net‑worth clients.

You will work with underwriters, bankers and risk teams to ensure accurate memo components, file integrity, and timely execution in a dynamic wealth management environment, with growth and learning opportunities.

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