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Analyst, Underwriting & Portfolio Management - Financial Institutions Group

Apply Req ID: Req0967838 Date posted 06/03/2022
Analyst, Underwriting & Portfolio Management - Financial Institutions Group

New York, United States of America


The Analyst, Underwriting & Portfolio Management - Financial Institutions Group, will provide oversight of all aspects of credit quality of the Financial Institutions portfolio working with more senior colleagues, including the daily approval process of individual credits and the formal review process of the portfolio as a whole.

  • Primary responsibility is to review and coordinate the approval of individual counterparty limits and transactions working with more senior members of the team.
  • Monitor the portfolio including the management of limits, review of exposures and relevant news on the clients / sectors covered
  • Will work closely with the bankers in the origination and monitoring their assigned portfolio.
  • Undertake other tasks as may be appropriate to the position as part of the broader team environment.


  • Conduct detailed credit analysis and risk assessments for FI clients in the assigned portfolio with a primary focus on structure, documentation and financial analysis on the client.
  • Participates in due diligence calls.
  • Prepare written risk opinions and analysis.
  • Deal with bankers on a regular basis and building strong relationships with them.
  • Apply credit policy and risk management standards, procedures and processes for the credit risk management of clients.
  • Articulate a convincing case in support of the risk opinion.
  • Prepare various portfolio analytical reports and presentations; stay connected with industry trends and macro issues which may impact the portfolio.
  • Understand and use internal tools, methodologies and rating models used for underwriting and monitoring.

Qualifications -
  • 3+ years Related experience and/or training
  • Bachelors degree or equivalent work experience
  • Ability to work in a fast paced environment with little supervision
  • Ability to work well with others and on teams
  • Demonstrated proficiency in Microsoft Office, including Word, Excel and PowerPoint
  • Demonstrates strong judgment and sound credit skills
  • Excellent written and verbal communication skills
  • Strong analytical skills and proficient with financial statements
  • Knowledge of Federal banking regulations

At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply.

Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.

This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.

Primary Location: New York, New York, United States of America

Other Locations: New York-New York

Organization: Banco Santander S.A.

As a part of our commitment to the health and safety of our employees and clients, we have implemented COVID-related health and safety requirements for our workforce. These requirements may include all or some combination of: disclosing your vaccination status, being fully vaccinated, regular testing, mask wearing and social distancing. As you go through our selection process, the requirements will be clearly disclosed to you.


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