Underwriter

Vertex Prime Partners; Buffalo (NY); On-site; USD 75,000 - 101,000; Full time

Benefits offered by this job

Health insurance (medical, dental, and

Vision coverage

401(k) or pension plans

Professional development

Job summary

Vertex Prime Partners in Buffalo, NY seeks an Underwriter to assess creditworthiness of clients and evaluate investment risks. The role involves reviewing financial statements, market trends, and advising on investment strategies.

Candidates should have a finance-related degree and 1–3 years of underwriting or financial analysis experience, with strong analytical and communication skills; proficiency with Excel and financial modeling is beneficial.

Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field.
• 1-3 years of experience in underwriting or a similar role.
• Strong analytical and problem-solving skills, with the ability to interpret complex financial information.
• Excellent communication and interpersonal skills, with the ability to present information clearly to both technical and non-technical audiences.

Responsibilities

• Assess the creditworthiness of clients and potential investments by reviewing financial statements, credit reports, and other relevant information.
• Analyze and evaluate the risk associated with potential investments, ensuring compliance with regulatory requirements.
• Prepare and present underwriting reports, recommendations, and analysis to senior management and stakeholders.
• Collaborate with internal teams and external partners to facilitate the successful execution of underwriting activities.
• Maintain up-to-date knowledge of industry trends, regulations, and best practices in the financial services sector.
• Provide exceptional customer service to clients, addressing their inquiries and concerns in a timely and professional manner.

Skills

Analytical skills

Communication skills

Education

Bachelor's degree in Finance, Business Administration, or a related field

Tools

Excel

Financial modeling tools

Job description

Vertex Prime Partners, a prominent financial services firm, seeks an Underwriter in Buffalo, NY. This full-time role involves evaluating clients' creditworthiness and assessing investment risks. The salary range is $75,000 to $101,364 per year, with opportunities for professional growth.

The Underwriter will evaluate clients' creditworthiness and assess investment risks. Tasks include reviewing financial statements, analyzing market trends, and advising on investment strategies. The role requires a proactive and detail-oriented approach.

The Underwriter will work in Buffalo, NY, as part of a dedicated team. The workplace is in a dynamic financial services environment, with opportunities for collaboration and professional development.

The annual salary range for this position is between $75,000 and $101,364, providing a competitive compensation package. Employees may also benefit from comprehensive health insurance plans, which typically cover medical, dental, and vision care. Additionally, retirement plans such as 401(k) or pension schemes may be offered, allowing employees to save and invest for their future. Furthermore, professional development opportunities may be available, including training programs, workshops, and certifications to enhance skills and advance within the organization.

• Employees may also benefit from comprehensive health insurance plans, which typically cover medical, dental, and vision care.
• Additionally, retirement plans such as 401(k) or pension schemes may be offered, allowing employees to save and invest for their future.
• Furthermore, professional development opportunities may be available, including training programs, workshops, and certifications to enhance skills and advance within the organization.

Candidates should have a degree in finance, accounting, or a related field. Experience in underwriting or financial analysis is required. Strong analytical and communication skills are essential.

Responsibilities:

• Assess the creditworthiness of clients and potential investments by reviewing financial statements, credit reports, and other relevant information.
• Analyze and evaluate the risk associated with potential investments, ensuring compliance with regulatory requirements.
• Prepare and present underwriting reports, recommendations, and analysis to senior management and stakeholders.
• Collaborate with internal teams and external partners to facilitate the successful execution of underwriting activities.
• Maintain up-to-date knowledge of industry trends, regulations, and best practices in the financial services sector.
• Provide exceptional customer service to clients, addressing their inquiries and concerns in a timely and professional manner.
• Monitor and manage the underwriting pipeline, ensuring timely and accurate completion of underwriting activities.
• Participate in continuous learning and development opportunities to enhance your skills and knowledge in the field of underwriting.

Qualifications:

• Bachelor's degree in Finance, Business Administration, or a related field.
• 1-3 years of experience in the financial services industry, with a focus on underwriting or a similar role.
• Strong analytical and problem-solving skills, with the ability to interpret complex financial information.
• Excellent communication and interpersonal skills, with the ability to present information clearly and effectively to both technical and non-technical audiences.
• Proficiency in Microsoft Office Suite, particularly Excel, and familiarity with financial modeling and analysis tools.
• Knowledge of regulatory requirements and industry best practices in the financial services sector.
• Ability to work independently and as part of a team, with a strong sense of initiative and accountability.
• Passion for the financial services industry and a commitment to delivering exceptional service to clients.