via LinkedIn
$70K - 90K a year
Assist portfolio and relationship managers with credit analysis, KYC due diligence, and portfolio monitoring in project finance.
Bachelor's degree with 1-5 years banking experience, strong credit and financial analysis skills, and knowledge of KYC and banking operations.
Top-Tier Bank in Midtown, Manhattan is seeking an Underwriting & Portfolio Analyst (Project Finance) for a long-term, temporary-to-permanent position! Responsibilities: • Assisting the Head of the Team and Portfolio Manager in managing the existing loan portfolio • Support relationship managers in drafting credit applications, performing credit analysis, and conducting commercial due diligence • Ensuring compliance, risk management, and internal controls • Perform Know Your Customer (KYC) due diligence in compliance with bank requirements • Function as a deal-closing coordinator and prepare necessary paperwork • Assist relationship managers in credit analysis tasks • Prepare KYC reviews and reports • Assist portfolio manager in portfolio-level monitoring • Assisting with Post Disbursement Management Qualifications: • Bachelor’s degree • Strong credit, financial analysis, quantitative, and analytical skills • Experience in credit reasoning, credit writing, and financial modeling • Experience in KYC due diligence and banking operations • Prior banking experience, ideally in a commercial bank • 1-5 years experience with Project Finance • Excellent written and verbal communication skills.
This job posting was last updated on 4/21/2026