Middle Market Credit Underwriting Analyst or Senior Analyst Sponsor and Leveraged Finance

Truist Financial
Charlotte, Atlanta
Workplace: OnsiteFull timeFunction: Insurance & Actuarial0Education: bachelorsSkills: ["Analytical skills","Attention to detail","Written communication","Verbal communication","Organizational skills"]

Perform detailed credit-oriented financial analysis for middle market borrowers, including reviewing statements, projections, cash flow, leverage, liquidity, and repayment capacity. Assess industry trends, competitive dynamics, and key risks, and prepare credit memoranda with transaction structure, risk assessment, and recommendations. Monitor portfolios through periodic reviews, covenant testing, risk rating updates, stress tests, and credit exposure analyses, while maintaining data accuracy in credit systems.

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Truist Financial
Truist Financial
1 day ago

Middle Market Credit Underwriting Analyst or Senior Analyst Sponsor and Leveraged Finance

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Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live

Job Summary

Perform detailed credit-oriented financial analysis for middle market borrowers, including reviewing statements, projections, cash flow, leverage, liquidity, and repayment capacity. Assess industry trends, competitive dynamics, and key risks, and prepare credit memoranda with transaction structure, risk assessment, and recommendations. Monitor portfolios through periodic reviews, covenant testing, risk rating updates, stress tests, and credit exposure analyses, while maintaining data accuracy in credit systems.
Location: Charlotte, Atlanta
Workplace: Onsite
Employment Type: Full time
Job Function: Insurance & Actuarial
Seniority: Mid level

Key Responsibilities

  • •Perform detailed financial analysis of borrower financial statements, projections, cash flow, leverage, liquidity, and repayment capacity.
  • •Assess industry trends, business models, competitive dynamics, and key risks impacting borrower performance.
  • •Prepare credit memoranda with transaction structure, risk assessment, mitigants, and credit recommendations.
  • •Conduct periodic financial reviews, covenant testing, risk rating updates, and borrower performance assessments.
  • •Produce portfolio monitoring reports (including stress tests), risk dashboards, and credit exposure analyses while maintaining data accuracy across credit systems.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

Key Requirements

  • •Bachelor’s degree, or an equivalent combination of education and work experience.
  • •0-1+ years of related financial services work experience.
  • •Solid understanding of business, finance, and accounting, with strong analytical skills and attention to detail.
  • •Strong written and verbal communication skills for internal and external information requests.
  • •Proficiency in Microsoft Excel and PowerPoint.
Experience:0Financial services
Education:Bachelor's
Skills:Analytical skillsAttention to detailWritten communicationVerbal communicationOrganizational skills
Languages:English
Tech Stack:Microsoft ExcelPowerPoint

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn