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15041LA Credit Analyst/Assist. Relationship Manager(Portfolio Manager)
15041LA Credit Analyst/Assist. Relationship Manager(Portfolio Manager)ACG Resources • New York, NY, US
15041LA Credit Analyst / Assist. Relationship Manager(Portfolio Manager)

15041LA Credit Analyst / Assist. Relationship Manager(Portfolio Manager)

ACG Resources • New York, NY, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Credit Analyst / Assistant Relationship Manager (Portfolio Manager)

Location : New York, New York

Industry : Corporate & Commercial Lending

Portfolio Size : $1B+ | Average Deal Size : $25M–$150M

Why This Role Stands Out

Join a collaborative, low-stress team managing a portfolio of large corporate clients across sectors such as specialty chemicals, automotive, hospitality, gaming, energy, and project finance.

You’ll enjoy :

Fully paid family medical coverage

Generous PTO and true work-life balance

Twice-yearly bonuses

Close collaboration with senior leadership

A stable, long-term environment focused on quality relationships over sales pressure

What You’ll Do

Portfolio Management : Support and manage a portfolio of approximately 10 major corporate accounts with exposures ranging from $25M to $150M.

Credit Analysis : Perform financial modeling, projections, and sensitivity analysis. Review balance sheets, income statements, and cash flow statements to evaluate creditworthiness.

Relationship Support : Serve as the point of contact for existing borrowers, assisting with credit agreements, loan documentation, and annual reviews.

Loan Structuring : Draft term sheets, coordinate with agent banks, and ensure smooth loan closings under senior management guidance.

Compliance : Maintain “Know Your Customer” documentation, ensure Bank Secrecy Act (BSA) compliance, and perform periodic customer due diligence.

What We’re Looking For

Experience with large corporate lending —deal sizes $25M+ preferred

5+ years in commercial credit analysis, underwriting, or portfolio management

Strong financial modeling and Excel skills

Ability to write concise credit applications and present findings clearly

Comfort working with mid-size to large global corporates across diverse industries

Bachelor’s degree in Finance, Accounting, or related field

About the Environment

This is not a high-pressure sales role. You’ll be joining a tight-knit, professional team that values long-term relationships, thorough analysis, and a balanced workday.

Salary :

Depending on experience & skill

($125,000 - 150,000) Plus 2 bonuses per year 401K fully paid benefits

#acgresourcesjobs

Company Description

Great opportunity, visible role

Company Description

Great opportunity, visible role

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Relationship Manager • New York, NY, US

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