CrawlJobs Logo

Leveraged Finance Underwriter

https://www.citi.com/ Logo

Citi

Location Icon

Location:
United States, New York

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

129840.00 - 194760.00 USD / Year

Job Description:

Leveraged Finance Underwriting (“LFU”) within Institutional Credit Management (“ICM”) is seeking a Vice President/Underwriter to join the team. The VP is an Underwriter level professional that will work with the full team to lead and drive a best-in-class Leveraged Lending In-Business Credit organization with a goal of materially enhancing Citi’s end-to-end Leveraged Lending credit management process. This will be achieved through a strong partnership with Banking, Capital Markets and Risk Management. LFU Underwriters will be actively involved in Citi’s credit approval and origination process for leveraged finance transactions, assisting clients in raising funds in the capital markets, as well as providing ongoing oversight of Citi’s credit monitoring support for Citi’s Lending Finance Portfolio of client relationships.

Job Responsibility:

  • Work with Analysts, Associates and Senior Underwriters to oversee and provide critical support and leadership across LFU’s core functions: (1) Leveraged Finance transaction origination (LBO & Corporates) and credit approval
  • (2) periodic credit monitoring
  • (3) portfolio management and reporting, limits and early problem recognition
  • (4) global leveraged lending related projects and strategic initiatives
  • Evaluate and gain a strong understanding of clients' business, financial performance and key credit drivers across various industries with the ability to raise issues and concerns as needed
  • Review and analyze models used for enterprise valuation and to forecast the client's operating and financial performance and be able to articulate assumptions and analysis to senior Business and Risk
  • Supervise Analysts and Associates in coordination with LFU Mumbai to perform periodic written reviews of the clients' financial and operating performance, covenant compliance, management/relationship strategy, and competitive position within its peer group
  • Interact daily with our product partners in Capital Markets, Investment Banking, Corporate Banking and Risk, in addition to Legal counsel (both internal and external) developing the ability to understand the deal structures and to ensure they are properly documented and approved as per the WCR Standards & Procedures
  • Help manage the LFU junior team (i.e., Analysts and Associates), responsible for their credit training and mentoring throughout their tenure in the group
  • Analyze underlying business rationale/strategy for deals that are conducted through creating both Business and portfolio reviews for Senior Management on the global risks for the portfolio as well as to highlight key trends in the market
  • Thought leader to help develop and execute on a robust governance framework for the credit underwriting end-to-end processes
  • Remain current on all relevant Leveraged Lending market trends and issues

Requirements:

  • 6-8 years relevant leveraged lending underwriting experience
  • Prior experience working in a regulatory and compliance policy environment
  • Proven analytical skills including the ability to read and assess individual and company financial statements, cash flow, industry/competitive analysis and projections
  • Demonstrated advanced knowledge of accounting theory and its practical application in the credit underwriting process
  • Excellent organizational skills, prioritizing capabilities, attention to detail, and the ability to complete assignments within required deadlines in a fast-paced environment
  • Effective inter-personal and written/verbal communication skills
  • Thorough problem recognition and resolution skills
  • Pro-active disposition with ability to work autonomously and within a team
  • Proficient in various spreadsheet and word processing applications (Excel and Word), including the use of graphs and charts and financial analysis software
  • Requires good analytical skills in order to filter, prioritize and validate potentially complex material from multiple sources
  • Exercises wide degree of latitude and discretion
  • Significant impact on the area through complex deliverables
  • Provides advice and counsel related to the technology or operations of the business
  • Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family

Nice to have:

MBA/MSc degree preferred

What we offer:
  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Additional Information:

Job Posted:
August 16, 2025

Expiration:
August 22, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:
Welcome to CrawlJobs.com
Your Global Job Discovery Platform
At CrawlJobs.com, we simplify finding your next career opportunity by bringing job listings directly to you from all corners of the web. Using cutting-edge AI and web-crawling technologies, we gather and curate job offers from various sources across the globe, ensuring you have access to the most up-to-date job listings in one place.