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analyst credit portfolio analytics credit risk

Morgan Stanley

<div>
 Firm Risk Management
 <br/>
 <br/>
 Firm Risk Management (FRM) supports Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a result of credit, market, liquidity, operational, model and other risks.
 <br/>
 <br/>
 Background on the Position
 <br/>
 <br/>
 The role will reside within the Firm Risk Management's Credit Risk Management department. The team is dedicated to analyzing the portfolio risk with each lending business including calculating and conducting ACL (Allowance for Credit Losses) and stress loss analysis.
 <br/>
 <br/>
 Primary Responsibilities: The role will focus on analyzing the ACL (Allowance for Credit Losses) results, running ACL and stress testing models, and reporting results to management.
 <br/>
 <br/>
 <ul>
  <li>
   Evaluate and analyze ACL results under CECL and IFRS9 methodologies and regulatory stress tests (CCAR)
  </li>
  <li>
   Create and deliver presentations to management audiences to aid in analysis and understanding of the ACL
  </li>
  <li>
   Ensure proper implementation of Governance and Controls including updating documentation and project management of recurring and ad-hoc deliverables
  </li>
  <li>
   Collaborate with risk analytics and technology groups on model implementation and testing
  </li>
  <li>
   Work with technology/perform UAT testing on projects to streamline and enhance existing stress testing models, data tables, and analysis tools Experience:
  </li>
  <li>
   Bachelor's degree required
  </li>
  <li>
   Strong quantitative and analytical skills
  </li>
  <li>
   Ability to clearly summarize and communicate complex concepts
  </li>
  <li>
   Proficient at using Excel and PowerPoint to efficiently organize, transform, and analyze data, and to summarize complex information. Key skills include data lookups (e.g. Vlookup, Index/Match) and transformations (e.g. pivot tables) as well as writing logic-based formulas
  </li>
  <li>
   Basic knowledge of programming languages such as SQL/VBA/R/Python a plus
  </li>
  <li>
   Hard working team player/self-starter with a desire and willingness to learn, attention to detail, and problem solving skills
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  What You Can Expect From Morgan Stanley
  <br/>
  <br/>
 </strong>
 At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
 <br/>
 <br/>
 To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
 <br/>
 <br/>
 Expected base pay rates for the role will be between $75,000 and $95,000 year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs
 <br/>
 <br/>
 Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
 <br/>
 <br/>
 Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
 <br/>
 <br/>
 For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
</div>


Analyst – Credit Portfolio Analytics – Credit Risk

Wells Fargo

<div>The Corporate &amp; Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. Learn more about the career areas and lines of business at wellsfargojobs.com.<br>
<br>
<br>
<br>
<b>About this role:</b><br>
<br>
Wells Fargo is seeking an Analyst to support the Portfolio Strategy &amp; Credit Administration and Capital Optimization &amp; Returns teams within the Corporate &amp; Investment Bank (CIB). This role plays a key part in managing the CIB credit portfolio, evaluating capital deployment, and supporting leadership with high-quality insights and materials.<br>
<br>
This unique opportunity provides exposure from both a risk management/strategy as well as business capital and returns perspective. The Analyst will collaborate with partners across Coverage, Underwriting, Corporate Treasury, Finance, and Enterprise Risk to support disciplined portfolio management, strategic growth strategy, and improved returns.<br>
<br>
This position is suited for individuals with strong analytical skills, exceptional Excel and PowerPoint capability, and an interest in capital, credit, and portfolio strategy.<br>
<br>
<b>In this role, you will support:</b><br>
<br>
<b>Capital Optimization
</b><ul><li>Assist in evaluating return on capital for new and existing transactions</li><li>
Utilize profitability and pricing tools to assess capital efficiency</li><li>
Support efforts that improve capital deployment, enhance return frameworks, and strengthen data quality</li></ul><br>
<b>
Portfolio Strategy &amp; Credit Administration
</b><ul><li>Monitor portfolio trends, credit policy exceptions, industry exposures, and emerging risk themes</li><li>
Assist in regulatory reporting processes, limit framework tracking, and enterprise-wide portfolio routines</li><li>
Support review and control processes for the CIB-Banking portfolio</li></ul><br>
<b>
Analytics, Reporting &amp; Presentation
</b><ul><li>Assist with the creation and maintenance of standardized reporting, dashboards, and recurring analytics for portfolio performance, capital usage, industry trends, and asset quality</li><li>
Analyze client-level, industry-level, and portfolio-level data to support capital allocation, RWA assessments, regulatory capital considerations, return analyses, and inherent risk management</li><li>
Support production of polished, executive-ready PowerPoint presentations for senior management, capital and risk committees, and cross-functional forums</li><li>
Assist on materials related to spread performance, loan origination trends, repricing, and macro portfolio outcomes</li></ul><br>
<b>
Cross-Functional Collaboration</b><ul><li>
Partner with Underwriting, Treasury, Coverage, Finance, and Risk to gather inputs and create materials for transaction and portfolio reviews</li><li>
Participate in cross-functional initiatives aimed at enhancing portfolio monitoring, standardizing analytics, and improving reporting infrastructure</li></ul><b>
Required Qualifications:
</b><ul><li>6+ months of Corporate Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li></ul><b>
Desired Qualifications:
</b><ul><li>Foundational understanding of wholesale credit, capital markets, corporate lending, and regulatory capital concepts</li><li>
Familiarity with portfolio management practices, RWA methodologies, or profitability frameworks</li><li>
Experience working with large datasets or reporting/BI tools</li><li>
Interest in developing expertise in capital optimization, portfolio strategy, and credit risk</li><li>
Advanced Excel skills (modeling, financial calculations, data analysis)</li><li>
Advanced PowerPoint skills with the ability to produce executive-ready presentations</li><li>
Strong analytical and problem-solving skills</li><li>
Familiarity with AI prompting techniques</li><li>
Excellent verbal, written, and interpersonal communication skills</li><li>
Ability to effectively interact with senior leaders and cross-functional partners</li><li>
Ability to work independently, manage multiple priorities, and collaborate across teams</li><li>
Strong organization and prioritization skills with ability to meet deliverables in a fast-paced, deadline driven environment</li></ul><b>
Job Expectations:</b><ul><li>
Willingness to work on-site in accordance with current office requirements</li><li>
Visa sponsorship is not available</li><li>
Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.</li><li>
Registration for FINRA Series 63 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.</li><li>
For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required</li><li>
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.</li><li>
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.</li></ul><b>
Posting Locations:</b><br>
<br>
Charlotte, NC: 550 S Tryon<br>
New York, NY: 30 Hudson Yards<br>
<br>
<b>Base Salary NC and NY:</b><br>
<br>
Base pay range: $100,000-110,000<br>
<br>
<b>Pay Range</b><br>
<br>
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.<br>
$90,000.00 - $150,000.00<br>
<b>Benefits
</b><br>
<br>
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.<ul><li>
Health benefits</li><li>
401(k) Plan</li><li>
Paid time off</li><li>
Disability benefits</li><li>
Life insurance, critical illness insurance, and accident insurance</li><li>
Parental leave</li><li>
Critical caregiving leave</li><li>
Discounts and savings</li><li>
Commuter benefits</li><li>
Tuition reimbursement</li><li>
Scholarships for dependent children</li><li>
Adoption reimbursement</li></ul><b>
Posting End Date:</b><br>
16 Apr 2026<br>
<ul><li><b>Job posting may come down early due to volume of applicants.
</b></li></ul><br>
<b>We Value Equal Opportunity</b><br>
<br>
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.<br>
<br>
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.<br>
<br>
<b>Applicants with Disabilities</b><br>
<br>
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .<br>
<br>
<b>Drug and Alcohol Policy</b><br>
<br>
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.<br>
<br>
<b>Wells Fargo Recruitment and Hiring Requirements:</b><br>
<br>
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.<br>
<br>
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.</div>

Analyst, Corporate Banking - Capital & Portfolio Management

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><br>
The Credit Portfolio Lending Group (CPG) is a public-side global function with approximately 25 Portfolio Management and Trading professionals across New York, London, and Singapore, and is part of the Markets function within the Commercial &amp; Investment Bank (CIB). CPG has two primary functions: Portfolio Management &amp; Research (PM&amp;R), which is aligned by industry and geography, and Trading &amp; Distribution (T&amp;D), which uses both liquid and illiquid channels to risk manage the book. The priority of the group is to manage the retained credit portfolio, focusing on concentrated exposures (company-specific, industry, or geographical concentrations) while balancing the competing priorities of minimizing cost, P&amp;L volatility, and capital usage. Portfolio Managers and Researchers work with Traders to determine appropriate strategies to manage the portfolio, achieved primarily via the secondary loan market, the CDS market, and through structured solutions.</p><p>
</p><p>The Quantitative Research (QR) function supporting CPG is responsible for developing and maintaining models for valuation, risk, and P&amp;L calculations, as well as building analytics, portfolio monitoring tools and algorithms that support CPG&rsquo;s activities. Responsibilities span the full lifecycle from new model specification and approval through to implementation in libraries and integration into risk and P&amp;L systems.</p><p>
</p><p><b>Job Summary</b></p><p>
We are seeking a diligent, quantitative, self-motivated, and outgoing individual to join the Credit Portfolio Group in New York in a Quantitative Research capacity. In this role, you will serve as the primary quant for CPG delivering cutting-edge tools and models that enhance the group's portfolio management, trading, and distribution capabilities. There will be a particular emphasis on leveraging AI, large language models (LLMs), and generative AI agents to design and implement market-based tools that provide the desk with a quantitative edge, accelerate automation, and improve decision-making across the credit portfolio.</p><p>
</p><p><b>Job Responsibilities</b></p><ul><li>
Design, build, and deploy AI, LLM, and generative AI agent-based tools to support CPG trading workflows, including automated market analysis, credit curve maintenance, trade idea generation, and portfolio risk monitoring</li><li>
Explore and implement machine learning techniques to enhance market-making algorithms, quoting tools, and portfolio optimization strategies</li><li>
Stay at the forefront of emerging AI capabilities and identify practical applications that can be embedded into the desk's daily operations</li><li>
Leverage the vast amount of data available across the credit portfolio to proactively identify opportunities, concentrated exposures, and optimal hedging strategies for the desk</li><li>
Collaborate with model control teams to facilitate timely and efficient review and approval of all models, ensuring compliance with internal policies and industry regulations</li><li>
Automate trading desk daily risk and position reports, streamlining workflows to accelerate the broader automation &amp; digital transformation agenda across CPG</li><li>
Build and enhance trade support and automation infrastructure for portfolio hedging strategies, credit curve reconciliation, and loan sale execution</li><li>
Interact with other sub-teams within Markets QR to explore synergies and share best practices</li></ul><p>
</p><p><b>Required Qualifications, Capabilities, and Skills</b></p><ul><li>
An advanced degree in mathematics, statistics, physics, financial engineering, computer science, or an equivalent subject</li><li>
At least 4 years of experience in a quantitative research, markets, or analytics-focused role supporting a fixed income, credit, or lending desk</li><li>
Hands-on experience building and deploying AI agents, machine learning or LLM based applications, with demonstrated ability to apply these technologies to financial markets or trading desk workflows.</li><li>
Hands-on experience in portfolio optimization, familiar with related software and tools</li><li>
Strong software design and data science skills, with Python experience</li><li>
Exceptional analytical, quantitative, and problem-solving skills with an intellectual curiosity and passion for credit markets and investing.</li><li>
Excellent written and verbal communication skills, with the ability to convey complex quantitative concepts to both technical and non-technical stakeholders.</li><li>
Ability to work in a high-pressure, collaborative team environment with strong attention to detail and a focus on quality of deliverables</li></ul>
<b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><div><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Credit Portfolio Group – Quantitative Research - Associate

<div><b>JOB DESCRIPTION</b><p><br>
The Global Fixed Income Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is a leading fixed income manager with over $1 trillion in assets and expertise across major sectors and niche markets. Our shared research language, combining fundamental, quantitative valuation and technical inputs, facilitates the comparison of ideas across sectors and geographies. The Global Credit Team manages corporate bond portfolios utilizing a rigorous, disciplined investment process with emphasis on transparency, teamwork and close monitoring of risk. This process has helped us generate consistent alpha from sector and security selection over the longer term, across conservative buy and hold strategies, benchmarked accounts with differing alpha targets, and total return&ndash;focused portfolios, including those within our flagship multi-asset strategies.</p><p>
As the Investment Grade Credit Portfolio Manager within the Fixed Income team, you will have a proven track record of consistent alpha generation and a strong fiduciary mindset. You will report into the Head of US Credit and work closely with a team of deeply experienced portfolio managers, fundamental credit research analysts and traders. You will be based in New York and will coordinate with a large team of portfolio managers and credit analysts in NY, Columbus, and London, including the Global Head of Credit.
</p><p><b>Job Responsibilities</b></p><ul><li><b>
Translate investment process outputs into recommendations</b> and implement across portfolios</li><li><b>
Generate positive sector alpha</b> <b>and influence cross-sector discussions </b>by partnering with research to surface key developments and translate analyst insights into actionable positioning
</li><li><b>Identify trades, rotations, and relative value (RV) opportunities and size appropriately</b>, balancing return vs. risks and aligning it with portfolio objectives.</li><li><b>
Identify developing themes early</b> and recommend how to maneuver portfolios to benefit from them, including assigning appropriate risk to nascent themes.</li><li><b>
Adapt quickly when facts change and recommend concrete portfolio risk adjustments</b>
</li><li><b>Partner effectively with other PMs, research, traders, and risk/governance teams
</b></li><li><b>Maintain command of key portfolio metrics</b> and advanced risk measures</li><li><b>
Provide weekly thematic relative value/market-direction updates</b> that provide monetizable opportunities and present differing views with supporting evidence to challenge and strengthen team positioning.</li><li><b>
Contribute to platform content and articulate and advocate investment views</b> in regular forums, building clear, consistent arguments that help steer strategy across the platform and calibrate portfolio positioning.</li></ul><p>
</p><p></p><p><b>Required qualifications, capabilities and skills
</b></p><ul><li>Minimum of 10 years of credit investing / portfolio management experience</li><li>
Deep knowledge of fixed income and credit markets</li><li>
Strong fiduciary mindset</li><li>
Proven track record of delivering alpha through sector/security selection while taking into account macro strategy</li><li>
Collaborative investor that embraces a team based approached
</li><li>Clear and effective communicator willing to engage in lively investment discussions</li><li>
Familiarity with portfolio/risk management tools</li><li>
Proactive in adopting and leveraging new technologies to drive efficiency, enhance decision-making, and improve investment outcomes</li></ul><p>
</p><p><b>Preferred qualifications, capabilities and skills</b></p><ul><li>
CFA designation and/or a postgraduate degree a plus</li></ul><p>
</p><b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><div><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><p><br>
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</p></div>

Asset Management - Investment Grade Credit Portfolio Manager - Executive Director

First Citizens Bank

<div>Overview:
<div>
This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.</div><div><br>
</div><div>The Senior Capital Markets Analyst - Loan Syndications position on the FCB&rsquo;s Capital Markets team is responsible for assisting with structuring, pricing, and distributing all lead financings originated by FCB&rsquo;s various lending business units. This position will primarily support the syndication and execution of project finance and infrastructure-related transactions originated by FCB&rsquo;s Energy and TMT verticals, including renewable energy, power, data centers, telecom, and related infrastructure asset classes.</div>
Responsibilities:
<p>
FCB&rsquo;s Capital Markets team is responsible for structuring, pricing, and distributing all lead financings originated by FCB&rsquo;s various lending business units. This position will primarily support the syndication and execution of project finance and infrastructure-related transactions originated by FCB&rsquo;s Energy and TMT verticals, including renewable energy, power, data centers, telecom, and related infrastructure asset classes</p><p></p><p><br>
The Loan Syndications Analyst will support all elements of syndication execution, including:</p><ul><li>
Working alongside industry teams to help structure, underwrite, and pitch lead transactions</li><li>
Preparing transaction marketing materials, including lender presentations, confidential information memoranda, lender models, and other materials to support syndication of FCB-led financings</li><li>
Supporting lender and investor dialogue through initial outreach, diligence coordination, Q&amp;A, and closing</li><li>
Managing data rooms to facilitate review of marketing materials, diligence materials, and legal documentation</li><li>
Tracking lender feedback, market soundings, and syndication progress throughout execution</li><li>
Coordinating with internal and external stakeholders, including coverage teams, credit, legal counsel, portfolio management, and investors</li></ul><p>
Support underwriting and transaction analysis, including financial modeling, sensitivity analysis, debt sizing, and review of transaction structures, financing terms, and key credit considerations</p><p></p><p><br>
Support ongoing market intelligence and ad hoc initiatives, including:</p><ul><li>
Maintaining debt comparables and tracking market activity across covered sectors</li><li>
Preparing market update presentations for client pitches, conferences, and internal meetings</li><li>
Supporting additional requests in connection with FCB Capital Markets growth initiatives</li></ul><div>
This role offers meaningful exposure to senior bankers, live transactions, and the broader project finance and infrastructure markets, with long-term career growth opportunities within FCB Capital Markets and First Citizens Bank</div>
Qualifications:
<div>
Bachelor's Degree and 1 years of experience in Credit analysis, financial statement spreading, Underwriting or Risk Management OR High School Diploma or GED and 5 years of experience in Credit analysis, financial statement spreading, Underwriting or Risk Management</div><div></div><div><br>
Preferred Qualifications:</div><br>
<div></div><ul><li>
1 year of experience in loan syndications, project finance, infrastructure finance, credit underwriting, portfolio management, investment banking, or a related field</li><li>
Bachelor&rsquo;s degree in business administration, finance, Accounting, Economics, Business, or a related discipline, or equivalent experience</li><li>
Strong academic performance</li><li>
Experience in syndication, capital markets, commercial finance, project finance, infrastructure finance, energy, power, telecom, digital infrastructure, or a related sector</li><li>
Strong financial modeling, analytical, Excel, and PowerPoint skills</li><li>
Strong writing, communication, and presentation skills</li><li>
Ability to manage multiple workstreams and meet tight deadlines in a fast-paced environment</li><li>
Strong attention to detail and ability to articulate complex transaction</li></ul><div></div><div><br>
If hired in New York, the base pay for this position is generally between $110,000 and $130,000. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment</div><div></div><div><br>
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.</div><div></div><div><br>
#LI-Hybrid</div></div>

Senior Capital Markets Analyst - Loan Syndications

Sumitomo Group

<div><p>SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG&rsquo;s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges.</p><p></p><p><br>
In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization&rsquo;s extensive global network. The Group&rsquo;s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.</p><p></p><p><br>
The anticipated salary range for this role is between $110,000.00 and $175,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.</p><div><div><div><h2 class="jobSectionHeader"><b>
Role Description</b></h2></div><div><p>
SMBC is hiring an Analyst or Associate within Credit Portfolio Management. This position is responsible for supporting the portfolio management function for mid-market and large cap borrowers that are Private Equity backed Leveraged loans with below investment grade credit ratings. This role is responsible for contributing to credit monitoring activities as well as new business underwriting from within the portfolio (upsizes, M&amp;A add-ons, refinances, extensions, etc.). The position will interact with senior members of SMBC management including credit and risk professionals, and is responsible for supporting relationship management with borrowers as well as with Private Equity Sponsors in connection with SMBC sponsor coverage.</p></div></div><div><div><h2 class="jobSectionHeader"><b>
Role Objectives</b></h2></div><div><ul><li>
Assist in Underwriting increases to total facility, M&amp;A transactions, dividends, refinancing and re-pricing transactions that arise from existing portfolio</li><li>
Prepare credit applications and amendments</li><li>
Prepare credit analysis for quarterly and annual reviews</li><li>
Assist Head of Portfolio Management in various reporting and presentations to senior management as well as support the overall monitoring and management of the portfolio</li><li>
Prepare financial projection models including Base Case and development of Downside Case scenario</li><li>
Review of projections and budget achievement</li><li>
Utilize various IT systems including customer setup, compliance and portfolio management systems</li></ul></div></div><div><div><h2 class="jobSectionHeader"><b>
Qualifications and Skills</b></h2></div><div><ul><li>
Minimum of 1 year of credit and lending background preferred</li><li>
Good accounting and financial analysis skills</li><li>
Experience in review and interpretation of historical and projected statements</li><li>
Strong credit background with the ability to independently evaluate capital structures, leverage, cash flows, repayment capacity, industry trends, competitive landscape, and customer issues as well as other risks and mitigants</li><li>
Exposure to bank regulatory policies and reviews</li><li>
Knowledge of bank grading systems</li><li>
Strong communication skills and team orientation</li></ul></div></div></div><p>
SMBC&rsquo;s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.</p><p></p><p><br>
SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.</p></div>

Credit Portfolio Management, Analyst/Associate

Standard Chartered Bank

<p></p><div><div><div><div><div><div><b>Requisition Number: </b>52749
</div></div></div></div><div><div><div><div><b>Job Location: </b>New York, USA
</div></div></div></div><div><div><div><div><b>Global Grade: </b>Band 4
</div></div></div></div><div><div><div><div><b>Work Type: </b>Hybrid Working
</div></div></div></div><div><div><div><div><b>Employment Type: </b>Permanent
</div></div></div></div><div><div><div><div><b>Posting Start Date: </b>28/04/2026
</div></div></div></div><div><div><div><div><b>Posting End Date: </b>29/06/2026
</div></div></div></div><div><div><div><div><b>:
</b><div><div><div><div><b>Job Summary</b></div>
</div><div><div>
The Senior Credit Officer, FIR, Americas is responsible for the second line of defense responsibilities related to Credit Risk for FI portfolio for Americas (excluding Real Money Funds &amp; Hedge Funds and Private Equity &amp; Other Investment Funds sub-segments) which involves oversight and challenge of risk management actions from the First Line, including the following:<br>
<ul><li>Support development and maintenance of the CIB Credit Risk Type Framework (&ldquo;CRTF&rdquo;) which sets out the overall risk management approach for Credit Risk as applicable to Financial Institutions portfolio for Americas (excluding Real Money Funds &amp; Hedge Funds and Private Equity &amp; Other Investment Funds sub-segments)</li><li>Support review of adequacy and effectiveness of the CIB Credit Risk Appetite statements and metrics, as applicable to Financial Institutions portfolio for Americas (excluding Real Money Funds &amp; Hedge Funds and Private Equity &amp; Other Investment Funds sub-segments)</li><li>Monitor compliance to Board approved Credit Risk Appetite (as applicable to Financial Institutions, for Americas excluding Real Money Funds &amp; Hedge Funds and Private Equity &amp; Other Investment Funds sub-segments) using the risk information report and highlight significant matters for the attention of senior management and senior risk committees.</li><li>For Credit risk (pertaining to Financial Institutions portfolio for Americas, excluding Real Money Funds &amp; Hedge Funds and Private Equity &amp; Other Investment Funds sub-segments), provide independent oversight and challenge of all credit origination activities and approve credit risk exposures proposed by the First Line of Defence based on delegated authorities. Responsible for ensuring that the quality of the portfolio is being maintained within acceptable parameters and for escalating significant risks and issues to the senior Management and senior risk committees as appropriate.</li><li>Provide evidence based annual affirmation to the Head - FIR, Europe &amp; Americas on the effective management of Credit risk for Financial Institutions portfolio for Americas (excluding Real Money Funds &amp; Hedge Funds and Private Equity &amp; Other Investment Funds sub-segments).</li></ul></div></div></div><div><div><div><b>
Key Responsibilities</b></div>
</div><div><p><b>
Responsibility for wholesale lending decisions</b></p>
<div>
Responsible for final credit decisions for wholesale lending facilities pertaining to Financial Institutions portfolio for Americas (excluding Real Money Funds and Hedge Funds and Private Equity &amp; Other Investment Funds sub-segments). Rresponsibilities do not extend to the following, which are the responsibility of the relevant Business CEOs:<br>
<ul><li>Completeness and accuracy of the business credit application and capture of critical information required for credit risk measurement and credit analysis.</li></ul></div>
<div><b>
Strategy</b><br>
<ul><li>Plan development of risk parameters for Financial Institutions portfolio for Americas (excluding Real Money Funds &amp; Hedge Funds and Private Equity &amp; Other Investment Funds sub-segments) according to Risk Appetite and Policy Frameworks and Credit Underwriting Principles</li><li>Inform the development of business plans for CIB FI Americas portfolio with the provision of cost and impairment forecasts and a balanced judgement on the external environment</li><li>Contribute to the development of performance management and remuneration processes, in order to encourage the development of an appropriate risk culture and discipline</li><li>Be the single point of contact as necessary for all matters linked to Credit Risk portfolio for FI Americas (excluding Real Money Funds &amp; Hedge Funds and Private Equity &amp; Other Investment Funds sub-segments).</li></ul></div>
<div><b>
Business</b><br>
<ul><li>Communicate the strategic intent and collective agenda for the function in FIR Americas Risk team</li><li>Align strategy of the FIR Americas with business strategy and risk appetite and supervise the Function in overseeing its execution in their respective regions</li><li>Maintain and develop the FI Risk function&rsquo;s risk capabilities, and skills to meet ongoing business needs and plans</li><li>Identify measure and monitor material risk affecting CIB FI Americas (excluding Real Money Funds &amp; Hedge Funds and Private Equity &amp; Other Investment Funds sub-segments) in the context of the external market environment.</li></ul></div></div></div><div></div><div><div>
</div><div><div><b>
Processes</b><br>
<ul><li>Control portfolio within the set risk parameters to ensure risk profile within Risk Appetite.</li><li>Ensure credit approvals are within delegated authorities.</li><li>Supervise all processes where a member of the Risk function is the identified first line process owner.</li><li>Ensure effective management of the operational risks within the Risk function and compliance with applicable internal policies, and external laws and regulations.</li><li>Continuously improve the operational efficiency and effectiveness of the risk management processes.</li></ul></div>
<div><b>
Risk Management</b><br>
<ul><li>Assess the credit risk profile of the CIB FI Americas portfolio (excluding Real Money Funds &amp; Hedge Funds and Private Equity &amp; Other Investment Funds sub-segments), maintaining alignment with risk appetite by rebalancing of risks or controls that may be required in response to internal and external factors</li><li>Initiate stress tests as required by internal and external factors and review results and assess their implications</li><li>Ensure that effective management response plans are in place to respond to extreme but plausible scenarios</li><li>Uphold the integrity of risk / return decisions, by challenging business to demonstrate that risk origination and control decisions are properly informed and consistent with strategy and risk appetite</li><li>Direct appropriate response to material events or other risk issues that come to the attention of Senior Credit Officer - FIR, Americas</li><li>Exercise risk control responsibility for Credit Risk for assigned part of CIB FI portfolio in Americas (excluding Real Money Funds &amp; Hedge Funds and Private Equity &amp; Other Investment Funds sub-segments)</li></ul></div></div></div><div><div><div><b>
Qualifications</b></div>
</div><div><ul><li>Experience: 15+ years of relevant credit/risk management experience with deep Financial Institutions sector expertise</li></ul>
<ul><li>Market knowledge: substantial experience at the highest level in the banking industry, including demonstrated success in a similar role</li><li>Business strategy and model: sharp business acumen (including ability to assess risk and appropriate levels of return), strong leadership qualities, excellent interpersonal skills and multi-cultural awareness</li><li>Risk management and control: demonstrated track record in successful management and ability to manage risk in geographically dispersed and highly varied product base. Expertise in process design and control</li><li>Regulatory framework and requirement: awareness and understanding of the regulatory framework in which the firm operates and the regulatory requirements and expectations relevant to the role of Chief Credit Officer, Financial Institutions Risk</li><li>Non-technical skills: significant relationship management experience- with external stakeholder at the most senior levels, including regulators and rating agencies</li><li>Languages: English. Spanish is a plus</li></ul></div></div><div><div><div><b>
About Standard Chartered</b></div>
</div><div><p>
We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.</p>
<p>Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.</p>
<p>Together we:</p>
<ul><li><b>Do the right thing</b> and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do</li>
<li><b>Never settle,</b> continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well</li>
<li><b>Are better together,</b> we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term</li>
</ul></div></div><div><div><div><b>What we offer</b></div>
</div><div><p><b>
In line with our Fair Pay Charter,</b> we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.</p>
<ul><li><b>Core bank funding for retirement savings, medical and life insurance,</b> with flexible and voluntary benefits available in some locations.</li>
<li><b>Time-off</b> including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.</li>
<li><b>Flexible working</b> options based around home and office locations, with flexible working patterns.</li>
<li><b>Proactive wellbeing support</b> through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits</li>
<li><b>A continuous learning culture</b> to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.</li>
<li><b>Being part of an inclusive and values driven organisation,</b> one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.</li>
</ul></div></div><div><div><div><b>Recruitment Assessments</b></div>
</div><div><p>
Expected annual base pay range for the role is 228,200 USD to 342,300 USD. The final offer will be determined on an individualised basis using a number of variables, including but not limited to skill set, depth of experience and education, internal relativity, and specific work location. At Standard Chartered Bank, Base pay is only part of the total compensation package. Discretionary variable pay and a range of attractive bank sponsored benefit programs are available and designed to foster employee overall health and well-being including, but not limited to, a best in class 401k plan with up to 8% employer match, robust medical plan coverage with employer funded Health Savings Accounts, inclusive family building benefits, and flexible/hybrid working arrangements for many of our positions subject to role specific considerations.</p>
<p>
Some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.</p>
<p>
Visit our careers website www.sc.com/careers</p></div></div></div></div></div></div></div></div></div><p></p>

Senior Credit Officer, Financial Institutions Risk, Americas

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