Yesterday
Public Trust
Unspecified
Unspecified
Tysons, VA (On-Site/Office)
OVERVIEW:
The Credit Associate is a key member of the Client Advisory Team alongside a Treasury Analyst and under a Client Advisor. In this role, the Credit Associate will report to the Client Advisor. They will focus on carrying out the credit related duties with respect to that client portfolio.
GENERAL DUTIES:
GENERAL DUTIES:
CLEARANCE:
The Credit Associate is a key member of the Client Advisory Team alongside a Treasury Analyst and under a Client Advisor. In this role, the Credit Associate will report to the Client Advisor. They will focus on carrying out the credit related duties with respect to that client portfolio.
GENERAL DUTIES:
- Conduct thorough credit analysis and risk assessments for financing, including financial statement analysis, cash flow modeling and analysis, pro forma modeling and analysis, and industry analysis for both prospective and current clients.
- Support client FP&A activity, including the creation of accrual and cash flow models.
- Work closely with the Client Advisor to manage the client portfolio on a routine and proactive basis.
- Engage with clients directly to collect underwriting documents and assist the Client Advisor in the underwriting process, including analyzing the documents, compiling questions, and gathering additional details.
- Prepare credit committee decision memorandums for clients under the guidance of the Client Advisor.
- Assist the compliance team with client document collection, review, analysis, and annual loan renewal packages.
- Work closely with the deal team to assist in the structuring of transactions.
- Monitor the credit quality of the portfolio, identify trends, and make recommendations for changes to mitigate risk.
- Prepare and submit waivers, amendments, and other credit-related requests to leadership.
GENERAL DUTIES:
- Bachelor's degree in finance, Accounting, Economics, or Business Administration.
- Minimum of 2 years of experience in credit analysis within leveraged finance, ideally within a private equity or investment banking environment.
- With at least 1 of those years being in a client facing role.
- Strong understanding of financial statement analysis and cash flow analysis.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with internal and external stakeholders.
- Experience with articulating complex financial solutions in a written format.
- Ability to meet deadlines on assigned tasks and responsibilities.
- Strong verbal/phone communication skills.
- Strong analytical and problem-solving skills, with the ability to make sound credit recommendations.
- Ability to work independently and as part of a team in a fast-paced, dynamic environment.
- Familiarity with Federal government contracts and/or the federal government contracting industry is preferred.
CLEARANCE:
- US Citizenship required
group id: 90943786