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Truist CIB Credit Delivery Analyst - Financial Institutions Group 
United States, Georgia, Atlanta 
767539608

24.11.2024

Regular or Temporary:

English (Required)

1st shift (United States of America)


Essential Duties and Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Responsible for analysis and underwriting related to transactions, amendments, modifications and other credit products for new and existing clients as part of deal teams.

  • Authors and creates credit product approval documents and presentations with an initial recommendation and credit view.

  • Creates and utilizes analytical financial models, including financial projections, discounted cash flow analysis, leveraged buyout analysis, valuation analysis, and financial analysis of historical and projected cash flows.

  • Performs research and analysis on companies, industries and transactions in support of both client activities and risk mitigation strategies.

  • Supports Directors, VPs and Associates in day-to-day management of the portfolio with responsibilities including financial statement spreads, covenant compliance analysis and other activities as directed.

  • Works closely with Directors, VPs and Associates in the preparation of on-time and high quality annual reviews, renewals, and amendments. More experienced analysts may be responsible for completing entire annual reviews on assigned clients.

  • Maintains active ownership and timely processing of quarterly risk ratings within own portfolio and as needed across the team.

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Undergraduate degree.

  • Strong verbal and written communication, organizational, critical thinking and problem solving skills.

  • Strong analytical skills and attention to detail.

  • Strong work ethic, competitive drive, and time management skills.

  • Proficient in Microsoft Word, Excel and PowerPoint.

  • Licenses: Series 79; Series 63; SIE.

Preferred Qualifications:

  • Undergraduate degree with coursework in accounting or finance preferred.

  • 1 year of work experience in a finance/banking environment.