Underwriting & Portfolio Analyst (Project Finance)

Social Capital Resources; New York (NY); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Disability insurance

Paid paternity leave

Job summary

A prominent financial services company in New York is seeking an Underwriting & Portfolio Analyst for a full-time role. Responsibilities include managing loan portfolios, supporting credit analysis, and ensuring compliance. Ideal candidates will have 1-5 years of Project Finance experience and strong analytical skills. The role offers a competitive salary range from $75,000 to $95,000 annually, along with additional benefits.

Qualifications

• 1-5 years experience with Project Finance.
• Prior banking experience, ideally in a commercial bank.
• Experience in credit reasoning and writing.

Responsibilities

• Assist in managing existing loan portfolio.
• Support relationship managers in credit analysis.
• Ensure compliance and risk management.

Skills

Strong credit analysis

Financial modeling

KYC due diligence

Excellent communication skills

Job description

Social Capital Resources provided pay range

This range is provided by Social Capital Resources. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$75,000.00/yr - $95,000.00/yr

Additional compensation types

Annual Bonus

Top‑Tier Bank in Midtown, Manhattan is seeking an Underwriting & Portfolio Analyst (Project Finance) for a long‑term, temporary‑to‑permanent position!

Responsibilities:

• Assisting the Head of the Team and Portfolio Manager in managing the existing loan portfolio
• Support relationship managers in drafting credit applications, performing credit analysis, and conducting commercial due diligence
• Ensuring compliance, risk management, and internal controls
• Perform Know Your Customer (KYC) due diligence in compliance with bank requirements
• Function as a deal-closing coordinator and prepare necessary paperwork
• Assist relationship managers in credit analysis tasks
• Prepare KYC reviews and reports
• Assisting with Post Disbursement Management

Qualifications:

• Strong credit, financial analysis, quantitative, and analytical skills
• Experience in credit reasoning, credit writing, and financial modeling
• Experience in KYC due diligence and banking operations
• Prior banking experience, ideally in a commercial bank
• 1-5 years experience with Project Finance
• Excellent written and verbal communication skills.

Seniority level

Associate

Employment type

Full-time

Job function

Finance

Industries

Financial Services and Banking

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Inferred from the description for this job

• Medical insurance
• Vision insurance
• 401(k)
• Paid maternity leave
• Disability insurance
• Paid paternity leave

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