Senior Underwriting & Portfolio Manager (Hybrid, Philly)

Coda Capital Advisors; Philadelphia (Philadelphia County); On-site; USD 100,000 - 140,000; Full time

Job summary

A private credit investment firm is seeking a Senior Associate of Underwriting and Portfolio Management in Philadelphia. This role will lead the underwriting process and oversee portfolio management, ensuring rigorous evaluation of investments. Candidates should have over 3 years of experience in underwriting or asset management, a strong understanding of secured lending, and proficiency in financial analysis. This position offers significant growth potential as the firm expands its portfolio, providing an in-office role with digital flexibility.

Qualifications

• 3+ years of experience in underwriting, credit analysis, loan closing, or asset management at a bank or similar institution.
• Strong understanding of secured lending and small business credit.

Responsibilities

• Lead the underwriting process for new transactions, from term sheet through closing.
• Take ownership of post-close loan monitoring to ensure compliance with covenants.

Skills

Excel model building and financial analysis

Understanding of business loan documentation and structuring

Ability to analyze term sheets and ensure loan documents are prepped for senior executive reviews

Job description

A private credit investment firm is seeking a Senior Associate of Underwriting and Portfolio Management in Philadelphia. This role will lead the underwriting process and oversee portfolio management, ensuring rigorous evaluation of investments. Candidates should have over 3 years of experience in underwriting or asset management, a strong understanding of secured lending, and proficiency in financial analysis. This position offers significant growth potential as the firm expands its portfolio, providing an in-office role with digital flexibility.