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Capital One Associate Specialty Underwriter & Portfolio 
United States, Texas, Houston 
275087723

Yesterday
Associate, Specialty Underwriter & Portfolio Manager - Energy, Power and Renewables


Primary underwriting responsibilities may include:

  • Support and compile due diligence to draw conclusions on material current and future risks and mitigates; identify performance drivers, project future performance, and anticipate ability to repay investment; apply industry research across transactions and share key takeaways across the organization

  • Leverage deep expertise in industry trends and market analysis to present findings and potential opportunities to senior management with ease

  • Anticipate questions that will be raised during deal review and approval meetings

  • Review financial models independently and incorporate complex structures or nuances

  • Propose appropriate structuring options in tandem with deal team

  • Write and prepare all parts of the credit approval document independently; identify need for supplemental analysis and discussion; review work of less experienced members of the team

  • Oversee closing process requirements; review closing memo

  • Support documentation process and negotiate provisions of term sheets, commitment letters, and fee letters with internal and external counsel as well as clients

  • Understand and promote bank products

  • Maintain and promote client relationships


Primary portfolio or asset management responsibilities may include:

  • Review and approve annual reviews and both material and non-material modifications

  • Facilitate and leads quarterly portfolio reviews; prepare watch and criticized reports for quarterly meetings & annual reviews

  • Ensure portfolio data is accurate, timely, and complete to ensure strong quality and reporting capabilities


Additional Responsibilities may include:

  • Build relationships across function to foster collaboration between partner groups

  • Interact directly with customers to cultivate strong relationships

  • Mentor and train rotational analysts and new hires

  • Participate in internal initiatives to ensure the business is well-managed and operates efficiently

  • Understand and employ all policies and procedures of the Bank. Remain up-to-date on all bank compliance regulatory policies and procedures and on all pending and proposed regulatory changes affecting bank compliance.


Basic Qualifications:

  • Bachelor’s Degree or Military Experience

  • At least 3 years of experience in credit underwriting, portfolio management, or asset management

Preferred Qualifications:

  • Bachelor's Degree in Accounting, Finance, or other relevant fields

  • 3-5 years of experience in credit underwriting, portfolio management, asset management or industry finance

  • 1+ year of previous mentorship, coaching and training experience

  • Strong analytical and technology aptitude

  • Ability to communicate verbally in a concise and clear manner with clients, peers and fellow associates.

  • Advanced Microsoft Office skills


***At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

Houston, TX: $144,000 - $164,400 for Associate, Specialty Underwriter & Portfolio ManagerThis role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.

. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.