About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

The Confidential Client is hiring an entry-level Analyst to support the Credit Products / Portfolio Management team. This role is a development opportunity to learn commercial credit analysis, underwriting, and portfolio monitoring while collaborating with Relationship Management, Credit Administration, Capital Markets, and other partners.

• Gather and analyze financial and business information to assess creditworthiness for loan and credit products
• Build and maintain financial spreads, cash-flow models, and performance tear sheets
• Support risk rating, compliance testing, and ongoing portfolio monitoring activities
• Underwrite commercial loans following internal credit policy — financial statement analysis, collateral review, capitalization assessment, and management evaluation
• Conduct industry and market research and summarize key themes for stakeholders
• Prepare concise presentation-ready summaries and credit memos
• Perform other duties as assigned to support portfolio health and decision-making

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Qualifications

• Bachelor’s degree required (Finance, Accounting, or related field)
• FINRA Series 79, 63 (or equivalent combination) required — or must be obtained within 4 months of hire
• 0+ years experience in underwriting, commercial banking, or credit analysis (entry-level candidates welcome)
• Strong Excel skills and comfort building financial models and spreads
• Good analytical judgment, attention to detail, and ability to communicate findings clearly
• Ability to work collaboratively across teams and manage multiple priorities

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Compensation & Benefits

• Base salary range: $49,925 — $92,575 annually (range represents anticipated low and high end; final compensation will vary based on location, experience, and education)
• Eligible for applicable incentive compensation programs
• Typical benefits may include health insurance, retirement savings plan, paid leave, and other standard employee benefits (specifics provided by the hiring team)

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Workplace & Eligibility

• Employment type: Full time
• Workplace type: Office with flexible arrangements for certain roles; position is listed with remote/telecommute eligibility where applicable. Specific work arrangement will be confirmed by the hiring team.
• Confidential Client will not sponsor applicants for immigration benefits for this role. Applicants must be currently authorized to work in the United States on a full-time basis.

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Why This Role?

• Structured, hands-on development path into Portfolio Management, Relationship Management, Credit, or Capital Markets
• Early-career training in underwriting, financial modeling, and credit policy
• Cross-functional exposure and mentorship from experienced commercial credit professionals

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Preferred / Nice-to-Have

• Prior internship or coursework in credit, corporate finance, or accounting
• Familiarity with industry research sources and credit ratings frameworks
• Excellent written and verbal communication skills

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Confidential Client – Recruiting Note

This role is being supported by Careertakes as a third‑party recruiting partner. The Confidential Client manages the final hiring decision and employment.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.