business analyst

data analyst

financial analyst

accountant

accounting associate

credit analyst

Social Capital Resources

<div>
 <p>
  <strong>
   Top-Tier Bank in Midtown, Manhattan is seeking an Underwriting &amp; Portfolio Analyst (Project Finance) for a long-term, temporary-to-permanent position!
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Responsibilities:
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   Assisting the Head of the Team and Portfolio Manager in managing the existing loan portfolio
  </li>
  <li>
   Support relationship managers in drafting credit applications, performing credit analysis, and conducting commercial due diligence
  </li>
  <li>
   Ensuring compliance, risk management, and internal controls
  </li>
  <li>
   Perform Know Your Customer (KYC) due diligence in compliance with bank requirements
  </li>
  <li>
   Function as a deal-closing coordinator and prepare necessary paperwork
  </li>
  <li>
   Assist relationship managers in credit analysis tasks
  </li>
  <li>
   Prepare KYC reviews and reports
  </li>
  <li>
   Assist portfolio manager in portfolio-level monitoring
  </li>
  <li>
   Assisting with Post Disbursement Management
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Qualifications:
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   Bachelor&rsquo;s degree
  </li>
  <li>
   Strong credit, financial analysis, quantitative, and analytical skills
  </li>
  <li>
   Experience in credit reasoning, credit writing, and financial modeling
  </li>
  <li>
   Experience in KYC due diligence and banking operations
  </li>
  <li>
   Prior banking experience, ideally in a commercial bank
  </li>
  <li>
   1-5 years experience with Project Finance
  </li>
  <li>
   Excellent written and verbal communication skills.
  </li>
 </ul>
</div>


Underwriting & Portfolio Analyst (Project Finance)

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

MUFG

<div><p><b>Do you want your voice heard and your actions to count?
</b></p><p></p><p>Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world&rsquo;s leading financial groups. Across the globe, we&rsquo;re 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.</p><p></p><p>
With a vision to be the world&rsquo;s most trusted financial group, it&rsquo;s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.</p><p></p><p>
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.</p><p></p>
The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.<p></p><p>
The incumbent will be a corporate finance professional, supporting corporate coverage across an industry vertical lending business. A critical function of the role is to assess risk factors associated with a credit profile to determine an appropriate risk rating and credit hold level based on established policies and guidelines. Responsibilities will include, without limitation, supporting the active credit management of a designated client portfolio, utilizing sound analytical and credit validation skills. The incumbent will provide continuous oversight of designated client portfolio names, monitoring for changes in the respective credit profiles (i.e. potential upgrading, downgrading, and credit deterioration) with the goal of maximizing net income and reducing associated credit costs.</p><p><b>
Responsibilities:
</b></p><ul><li>Support the management of a commercial loan portfolio within a segment of an industry vertical</li><li>
Perform due diligence and regularly scheduled evaluations of their assigned loan portfolio, which is subject to change relative to the client portfolio</li><li>
Support the preparation of detailed credit analyses and required credit applications in accordance with and pursuant to policy, including the evaluation of corporate, regulatory and industry risk, historical operating performance, projected operating performance and capital structure</li><li>
Ensure timely coordination and communication of account information across various constituencies throughout the organization</li><li>
Maintain a thorough understanding of macro-level country/risk factors</li><li>
Maintain current knowledge of relevant industries, including all current events pertaining to an assigned portfolio utilizing internal and external sources</li><li>
For assigned accounts, provide oversight of covenant compliance, facility closing due diligence, legal documentation and ongoing monitoring of credit conditions, if any</li><li>
Attend RM customer meetings as appropriate</li><li>
Special projects as assigned</li></ul><p><b>
Advanced Credit/Underwriting Solutions:</b></p><ul><li>
Work within a deal team environment supporting Senior Portfolio Managers in the development and analysis of financing structures/strategies to support/identify LBO, M &amp; A and Corporate re-capitalization opportunities</li><li>
Pre-screen proposed transactions to identify critical structural issues and risks, balancing institutional policy with business development needs</li><li>
Work on structured credit transactions (including Financial Solution opportunities, securitizations, supply chain, specialized leasing transactions, and up-tier proposals)</li><li>
Understand and maintain base industry knowledge of industries represented in the portfolio, including technical aspects, regulatory issues and unique credit product activity</li><li>
Participate in client and bank meetings as necessary</li></ul><p><b>
Policy and Deal Advocacy:
</b></p><ul><li>Support Senior Portfolio Managers in communicating and/or negotiating with CDA for transaction approval, including final hold level strategies to ensure alignment of risk strategy and policy</li><li>
Evaluate and establish appropriate ratings for transactions and correlate appropriate exposure levels at both the transaction and group level</li><li>
Ensure compliance with policy and regulatory requirements</li></ul><p><b>
Skills and Experience:</b></p><ul><li>
1-2 years of substantive portfolio management, corporate credit, and/or other similar experience with an emphasis on credit and analytical experience</li><li>
Completion of a formal credit-training program at a money center bank is preferred</li><li>
Bachelor&rsquo;s degree in Finance, Mathematics, or related discipline CFA is an asset</li><li>
Able to work independently and under pressure</li><li>
Strong written, verbal and interpersonal skills</li><li>
Strong analytical, financial, and balanced decision-making skills</li><li>
Advanced financial modeling skills are required, including those required for credit applications and Quarterly Credit Watch presentations</li></ul><p></p><p>
The typical base pay range for this role is between $100K-$110K depending on job-related knowledge, skills, experience and location. This role will be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.</p><p></p><p>
MUFG Benefits Summary</p><p></p>
We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles&rsquo; Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.<p></p>
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.<p></p>
We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual&rsquo;s associates or relatives that is protected under applicable federal, state, or local law.</div><p></p>

Analyst, Portfolio Management Group - Diversified Industrials - Global Corporate & Investment Bank

JPMorganChase

<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

Octus

<div><div><p><b>Octus</b></p>
<p>
Octus is a leading global provider of credit intelligence, data, and analytics. Since 2013, tens of thousands of professionals across hedge fund, investment banking, management consulting, and law firm verticals have come to rely on Octus to make better, faster, and more confident decisions in pace with the fast-moving credit markets.
<br>
For more information, visit: https://octus.com/</p>
<p><b>
Working at Octus</b></p>
<p>
Octus hires growth-minded innovators and trailblazers across the globe to drive our business and culture. Our core values &ndash; Action Oriented, Customer First Mindset, Effective Team Players, and Driven to Excel &ndash; define an organizational ethos that's as high-performing as it is human. Among other perks, Octus employees enjoy competitive health benefits, matched 401k and pension plans, PTO, generous parental leave, gym subsidies, educational reimbursements for career development, recognition programs, pet-friendly offices (US only), and much more.<br>
<br>
<b>Role</b></p></div><p>
Octus, a rapidly growing tech-powered financial news and data company and leader in leveraged finance and distressed debt news and analysis, is seeking highly motivated reporters to join us in covering leveraged finance, private credit and M&amp;A activity. This is a unique opportunity to get in on the ground floor of a new coverage model while working in an exciting collaborative environment. An ideal candidate would be highly curious, self motivated and possess outstanding interpersonal skills. They should have significant prior experience covering debt capital markets and debt origination.</p>
<p>
This position is based in our New York City office, on a hybrid schedule (3 days in office per week).</p>
<p><b>
Responsibilities</b></p>
<ul>
<li>Help build out Octus' coverage of private debt/capital markets, including private equity, credit secondaries, fund raising and M&amp;A</li>
<li>Develop and maintain rapport with private credit shops, private equity firms, M&amp;A bankers and leverage loan investor contacts</li>
<li>Identify and report on new trends and developments in private credit, the secondary private capital markets and M&amp;A/LBOs</li>
<li>Collaborate with financial and legal analysts, and other reporters across multiple sectors</li>
</ul>
<p><b>Requirements</b></p>
<ul>
<li>Experience writing about debt capital markets, and specifically leveraged finance and LBOs, M&amp;A</li>
<li>Experience writing about fund raising, deal valuations, credit quality and its intersection with private equity and LP formation</li>
<li>Excellent interpersonal skills; self motivated; ability to multitask and work in a fast paced newsroom environment</li>
<li>Write clearly and concisely under deadline pressure and derive trends from issuance, pricing and other market patterns.</li>
<li>Scoop driven reporter with a stable of reliable sources in private credit, investment banking, fund and asset management industries</li>
<li>The candidate must be collaborative and enjoy working in a multicultural team environment.</li>
</ul>
<p></p><p>At Octus, we consider a range of factors in connection with compensation decisions, including experience, skills, location, and our business needs and limitations. As a result, compensation may vary within and across similar roles and positions. Please note that the salary range information below is a good faith estimate for this position and actual compensation for any individual may fall outside this range if warranted by the circumstances applicable to that individual. If we identify a role that would be suitable for a broader range of skills and experience such that we would consider hiring at multiple levels then the range listed below may reflect that breadth.</p>
<p>
The salary range estimate for this position is $140,000 - $180,000, plus an annual discretionary bonus.</p>
<p>
The actual compensation will be at Octus' sole discretion and will be determined by the aforementioned and other relevant factors.</p><div><p><b>
Equal Employment Opportunity</b></p>
<p>
Octus is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, pregnancy, veteran status, or any other legally protected status. We strive to create an inclusive and diverse work environment where all individuals are valued, respected, and treated fairly. We believe that diversity enriches our workplace and enhances our ability to innovate and succeed.</p></div></div>

Senior Reporter, Private Credit

Marathon Asset Management

<div>
 Marathon Asset Management is a leading global asset manager specializing in public and private credit with ~$24 billion in assets under management. Marathon is recognized as a distinguished leader with 27+ years of exceptional performance and partnership. Marathon&rsquo;s integrated global credit platform is driven by our specialized, highly experienced, and disciplined teams across Private Credit: Direct Lending, Asset Based Lending and Opportunistic Credit and Public Credit: High Yield, Leveraged Loans &amp; CLOs, Emerging Markets, and Structured Credit. Marathon&rsquo;s mission is to build lasting partnerships with an unwavering commitment to delivering best-in-class performance, service, and reliability on behalf of our clients.
 <br/>
 <br/>
 <strong>
  Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Underwrite and size commercial real estate loans across multiple asset classes by analyzing financial statements, property cash flows, and market data.
  </li>
  <li>
   Conduct comprehensive due diligence, including gathering and reviewing documentation from borrowers, brokers, and third parties.
  </li>
  <li>
   Prepare and present detailed credit memorandums and financial models for investment committee review.
  </li>
  <li>
   Support the structuring, negotiation, and closing of investment transactions in coordination with deal teams, legal, and closing departments.
  </li>
  <li>
   Participate in deal pipeline management, early-stage deal screening, and ongoing portfolio monitoring and compliance reporting.
  </li>
  <li>
   Interface with borrowers and industry partners to ensure timely and accurate transaction execution
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor&rsquo;s or Master&rsquo;s degree in Finance, Mathematics, Engineering, Statistics, Quantitative Finance, or related quantitative field preferred.
  </li>
  <li>
   Advanced proficiency in Excel and financial modeling as well as Power Point.
  </li>
  <li>
   Hands-on experience building, running, and interpreting complex financial models and large datasets for investment analysis.
  </li>
  <li>
   Proven skills in analytical thinking, risk assessment, and scenario analysis &ndash; ideally experience in CRE, fixed income, or credit risk roles.
  </li>
  <li>
   Thrive in fast-paced, high-stakes environments; hungry to learn, excel, and advance on a team of CRE investment experts
   <br/>
   <br/>
  </li>
 </ul>
 The average salary for this role is $125,000 - $150,000 base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, location, skills, training, certifications and education, and in addition we will also consider internal equity and market data.
 <br/>
 <br/>
 No agencies please
 <br/>
 <br/>
 Equal Opportunity Employer M/F/D/V
</div>


Investment Associate - Commercial Real Estate Team

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

Explore 273+ Credit analyst in New York this May. Find roles across top companies and apply now to boost your career.