Financial Statement Analysis. Collateral Analysis. Preparation of credit approval write-ups. Preparation of term sheets and client presentations. 2+ yrs experience in Asset Based Lending, Commercial or Corporate credit or relationship...
Develop relationships with UHNW focused Financial Advisors in assigned territory to educate on teamโs capabilities and the value proposition of the UHNW Portfolio Strategies and Analyst. Strategize with those Advisors...
Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion and helps companies save, borrow, and invest for their current and future...
Partners with teammates to understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives. Supports aspects of the client's investment...
Financial Statement Analysis. Collateral Analysis. Preparation of credit approval write-ups. Preparation of term sheets and client presentations. 2+ yrs experience in Asset Based Lending, Commercial or Corporate credit or relationship...