Leveraged Finance Underwriting Analyst, Citi

Citi

Location:
United States, New York

Category:
Finance

Contract Type:
Not provided

Salary:

86330.00 - 120470.00 USD / Year

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Job Description:

The Global Leveraged Finance Underwriting Team (“LFU”) within Institutional Credit Management (“ICM”) is seeking Analysts to join the team. The Analysts will work with the team’s Underwriters to lead a best-in-class Leveraged Lending In-Business Credit organization with the primary 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.

Job Responsibility:

Provide analytical support to Underwriters across LFU’s core functions: (1) Leveraged Finance transaction origination 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 model, financial performance and key credit drivers across various industries, through both due diligence process as part of transactions and ongoing credit monitoring responsibilities
Build and analyze models used for valuation and to forecast the client's operating and financial performance and be able to articulate assumptions and analysis to Underwriters and Risk Managers
Coordinate with the LFU Mumbai team to perform periodic written reviews of the clients' financial and operating performance, covenant compliance, management/relationship strategy, and competitive position within its peer group
Work in conjunction with Underwriters to assess appropriateness of credit extension transactions (leveraged buyouts, incremental debt raise or refinancing), secure approval for and assist in executing transactions on behalf of clients
Collaborate with our product partners in Capital Markets, Investment Banking, Corporate Banking and Risk, in addition to Legal counsel (both internal and external) to develop the ability to understand the deal structures and to ensure they are properly documented and approved as per the Citi WCR Standards & Procedures
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
Research and develop robust understanding of the fundamentals of the key industry trends and risk issues and develop the ability to succinctly convey his/her thoughts and opinions to the Risk Managers and Bankers
Responsible for monitoring news and events pertaining to Citi’s leveraged lending clients as well as providing regular updates to Bankers

Requirements:

Credit Underwriting: Financial Services experience including 2-3 years of credit experience in banking or credit management
Team player with strong work ethic who also works well with others at all levels
Strong writing, analytical, quantitative, communication, and presentation skills
Working knowledge of Microsoft Word, Excel, and PowerPoint
Ability to break down large amounts of data into concise, easy to understand formats
Ability to quickly and accurately find information upon a Banker / Manager’s request
Ability to take on demanding responsibilities and work independently, effectively manage deadlines and juggle multiple tasks at once

Nice to have:

Credible Challenge
Data Analysis
Laws and Regulations
Management Reporting
Referral and Escalation
Risk Remediation

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

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Leveraged Finance Underwriting Analyst