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
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Company Description
Great opportunity, visible role
Company Description
Great opportunity, visible role
Relationship Manager • New York, NY, US