The point where experts and best companies meet
Share
Primary underwriting responsibilities may include:
Lead and compile due diligence to draw conclusions on material, current and future risks, and mitigants
Identify performance drivers, project future performance, anticipate delays in return on and return of investment, and understand tax-related risks unique to tax equity financing (i.e. Capital Accounts, Tax Credit Recapture, Tax Credit Qualification); apply industry research across transactions and share key takeaways across the organization
Lead transaction execution efforts including oversight of junior members, providing feedback, and coaching and developing less experienced members of the team
Anticipate questions that will be raised during deal review and approval meetings
Assist and develop procedures to ensure less experienced team members understand financial statement analysis and cash flow analysis
Audit, sensitize, and review financial models independently and incorporate deal-specific 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 by coordinating with several partner groups for approvals and facilitating communication with operations team; prepare and review closing memos
Participate in documentation process and negotiate provisions of term sheets, commitment letters, and fee letters with internal and external counsel as well as clients
Independently lead all aspects of process for complex deals, including special circumstances, higher approval requirements, and setting overall expectations
Primary portfolio or asset management responsibilities may include:
Manage most complex or highest risk portfolio of accounts; review portfolios of less experienced team members; review and monitor health of portfolio accounts; update financial models on a quarterly basis and evaluate performance against expectations
Proactively anticipate issues, draw parallels from other accounts to own account; resolve problem accounts in partnership with other teams and specialists
Review and approve annual reviews and both material and non-material modifications including project-level consent requests
Facilitate and leads semi-annual portfolio reviews; prepare watch and criticized reports for quarterly meetings & annual reviews
Review past due reporting, covenants, and payments and remediate with the appropriate party
Ensure portfolio data is accurate, timely, and complete to ensure strong quality and reporting capabilities
Additional Responsibilities may include:
Build relationships across function and business to foster collaboration between partner groups; work with partner groups including corporate tax, finance, and accounting to meet internal information requests
Interact directly with customers, consultants, and external counsel over the course of a transaction representing the LOB’s risk-first mindset
Consult with legal or Special Assets Department
Mentor and train rotational analysts and new hires
Participate in internal initiatives to ensure the business is well-managed and operates efficiently
Ensure compliance with credit policies and procedures
Basic Qualifications:
Bachelor’s Degree or Military Experience
At least 5 years of experience in credit underwriting, portfolio management, or asset management
Preferred Qualifications:
Bachelor's Degree in Accounting, Finance, or other relevant fields
7+ years of experience in credit underwriting or portfolio management or asset management
1+ year of previous leadership experience with deal teams or analysts
. 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.
These jobs might be a good fit