Able to analyze credit for a portfolio while interfacing with client
Strong communicator and leader
Industry background in investment banking, auditing, private equity, or finance
Job Responsibilities:
Conduct due diligence on potential client portfolios - analyzing documents, and asking questions to evaluate strengths.
Provide tactical support to clients by managing and mitigating risks and proactively managing a client portfolio
Ensure loan files are accurate and complete prior to submittal.
Manage up to 50 clients while operating as a strong financial leader making recommendations for cost-saving measures, revenue growth, cash flow optimization, etc.
Collaborate internally and externally on client goals and develop accurate projections for financial success
Convey portfolio performance via metrics and visualization
Analyze client financials to best understand client operations and goals
Review P&L statements, interpret financials, and resolve account discrepancies.
Requirements:
Background in financial modeling, forecasting, and budgeting