Responsible for supporting credit underwriting and monitoring for new and existing clients in partnership with a credit team, managing low‑complexity transactions, completing credit analysis, evaluating risks, and writing financial analysis.
Locations (4)
New York, New York, United States
Chicago, Illinois, United States
Boston, Massachusetts, United States
Providence, Rhode Island, United States
Compensation
$87,000.00 - $200,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Responsibilities
Leads the credit analysis process with the support of other analysts and associates
Partners with Credit Officers, Relationship Management, and Risk teammates to understand structuring needs and requirements
Monitors operating performance and financial condition, proactively identifying issues and opportunities
Assists in delivery of financial modeling, loan structure, industry, economic, and other analyses to team members to support the loan decision-making process
Reviews work of junior teammates to provide feedback/coaching and ensure compliance with laws, rules, regulations and policy procedure
Requirements
Undergraduate degree in finance, accounting or related field is preferred
Nice to have: Municipal / Public Finance Lending or Leasing Experience
Credit Underwriter supporting the Sports Finance & Advisory team at Bank of America, managing credit underwriting and monitoring for clients in the sports ecosystem.
Responsibilities
Manages a portfolio of clients supporting underwriting and/or monitoring requirements with limited to moderate complexity
Independently works with Relationship Management, and Risk teammates to understand structuring needs and requirements
Delivers financial modeling, loan structure, industry, economic, and other analyses to team members to support the loan decision-making process
Reviews work of junior teammates to provide feedback/coaching and ensure compliance with laws, rules, regulations and policy procedure
Manage daily cash and collateral activities for the Futures Commission Merchant (FCM) business across Futures, Options, and Cleared Swaps, ensuring timely and accurate processing of funding, securities transfers, and settlement activity.
Responsibilities
Manage daily cash and collateral activities for the FCM business
Oversee high-value cash and collateral movements
Manage collateral requirements across cleared derivatives products and tri-party arrangements
Investigate and resolve reconciliation breaks, funding discrepancies, settlement exceptions
Prepare exchange reports and other operational, funding, and collateral reporting
Support investment operations across public and private markets, focusing on collateral management, transaction settlements, investment accounting and operational controls.
Responsibilities
Oversee daily investment operations workflows
Support investment closings
Provide oversight and support for collateral management activities
Monitor and resolve margin disputes, reconciliation breaks, settlement issues and collateral discrepancies
Support investment accounting, financial reporting and valuation reviews
Requirements
Undergraduate degree or college diploma in a related field
Lead and scale a team supporting OTC derivatives and related capital markets products, providing strategic leadership across the end-to-end OTC post-trade lifecycle including Collateral Management, Trade Confirmation, Settlements, Reconciliations & Client Service.
Responsibilities
Define and execute the OTC Operations strategy aligned with business growth objectives
Lead large global teams across multiple locations and functions
Provide executive oversight across Collateral Management, Trade Confirmation, Settlements, Reconciliations, and Trade Lifecycle Management
Drive operational excellence and enhance client experience
Implement large-scale transformation initiatives leveraging AI, automation, data analytics, and digital platforms
Supports production and day to day activities in Securities Finance Collateral management, including creation and maintenance of Standard Operating Procedures and checklists.
Responsibilities
Assist in the creation and maintenance of Standard Operating Procedures and checklist
Ensures accurate reconciliation and reporting of derivative holdings, cash movements, collateral changes, and valuations across multiple trading and accounting platforms.
Responsibilities
Reconcile derivative positions, cash balances, collateral movements, and valuations across multiple systems and counterparties.
Analyze and resolve complex reconciliation exceptions and pricing discrepancies.
Monitor trade lifecycle events, including settlements, resets, expirations, and corporate actions.
Investigate margin and collateral-related breaks and ensure timely resolution.
Partner with trading, operations, accounting, risk, and external counterparties to resolve issues.
Requirements
Bachelor’s degree in a quantitative discipline such as Finance, Accounting, Economics, Engineering, Mathematics, or a related field
Responsible for assessing and monitoring creditworthiness of prospects and existing customers, making credit decisions, managing legal cases, collateral, and collaborating with sales and external partners.
Responsibilities
Assess and monitor creditworthiness of prospects and existing customers
Handle legal cases within the DKV organization
Perform credit checks and make independent credit decisions
Analyze customer exposures to identify credit and default risks
Monitor payment agreements, deadlines, and due dates
Requirements
Bachelor's or equivalent degree in business or economics
An experienced operation manager for the SSGM India COO organization managing processes and large teams in securities lending, mark to market, SBL, Corporate actions, Settlements, and Collateral management.
Locations (2)
Bengaluru, Karnataka, India
Hyderabad, Telangana, India
Responsibilities
Processes high volume of international borrows, loans, Recall returns, Equilend & Non-Equilend Broker Returns daily
Monitors and resolves pending and failing aged Returns
Interacts with traders, client management, fund group(s) and counterparts regarding discrepancies
Executes instructions to receive or deliver securities from counterparties
Ensure that team meets the agreed SLA, KPI and KRI
Credit ManagerNewDKV Mobility Services · Ratingen, Germany
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