Job Description

Job Description

  • Prepare credit recommendations, including risk assessment, deal structuring, and analysis of financial and operational information for new and existing technology clients
  • Directly manage annual reviews, interim reviews, and portfolio monitoring requirements for a complex set of clients
  • Partner closely with Origination Managing Directors and Directors to support prospecting, early opportunity assessment, and development of New Business Committee materials
  • Identify cross‑bank opportunities in treasury, FX, capital markets, and other commercial products to broaden client relationships
  • Provide mentorship and guidance to Analysts and Associates on deal analysis, underwriting standards, and portfolio management
  • Participate in sales activities such as pitch preparation, prospect research, and development of client files for further action
  • Act as a key client point of contact on credit‑related matters and ...
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