Sr. Member Credit Analyst

KBW Financial Staffing & Recruiting; Boston (MA); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Base salary 100k–150k

Bonus potential

Hybrid schedule (3 days WFH)

Job summary

KBW Financial Staffing & Recruiting is seeking a Credit Analyst in Boston, MA to evaluate the financial condition and creditworthiness of banks and credit unions. The role emphasizes financial institution risk and regulatory considerations.

The position involves preparing credit reviews, presenting findings to the Credit Committee, and monitoring regulatory developments to inform sector risk assessments. A strong background in financial institution analytics is essential.

Qualifications

• 4+ years of financial analysis experience focused on banks, credit unions, or financial institutions.
• Experience with a credit rating agency, bank regulatory agency, or financial institution credit risk team.
• Strong understanding of financial institution accounting, regulatory requirements, capital, liquidity, and credit risk.
• Excellent analytical, Excel, report-writing, and communication skills.

Responsibilities

• Analyze the financial condition of banks, credit unions, and prospective member institutions.
• Prepare comprehensive credit reviews and present recommendations to Credit Committee.
• Monitor industry trends, regulatory developments, and key financial risk indicators.
• Participate in due diligence discussions with senior leadership at financial institutions.
• Evaluate financial data, credit models, and industry benchmarks.
• Prepare credit reports and support broader sector risk reviews.

Skills

Analytical skills

Communication skills

Report writing

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Excel

Job description

Credit Analyst | Boston, MA | $100K–$150K + Bonus

I'm partnering with a well-established financial institution in Boston to identify experienced credit professionals for multiple openings on its credit team.

This is a specialized opportunity focused on evaluating the financial condition, creditworthiness, and risk profile of banks and credit unions. Unlike traditional commercial credit roles, this position centers on financial institution analysis, regulatory considerations, and institutional risk assessment.

Key Responsibilities

• Analyze the financial condition of banks, credit unions, and prospective member institutions.


• Prepare comprehensive credit reviews and present recommendations to Credit Committee.


• Monitor industry trends, regulatory developments, and key financial risk indicators.


• Participate in due diligence discussions with senior leadership at financial institutions.


• Evaluate financial data, credit models, and industry benchmarks.


• Prepare credit reports and support broader sector risk reviews.

Ideal Background

• 4+ years of financial analysis experience focused on banks, credit unions, or other financial institutions.


• Experience with a credit rating agency, bank regulatory agency, or financial institution credit risk team.


• Strong understanding of financial institution accounting, regulatory requirements, capital, liquidity, and credit risk.


• Excellent analytical, Excel, report-writing, and communication skills.


• Bachelor's degree in Finance, Accounting, Economics, or a related field.

Compensation & Benefits

• $100,000–$150,000 base salary plus bonus


• Hybrid schedule with 3 days working from home


• Excellent benefits package

KBW789