Remote Credit Underwriting & Portfolio Manager

Limit Financial, Inc.

New York (NY)

Remote

USD 90,000 - 130,000

Full time

2 days ago
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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

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.

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