Wholesale Credit Delivery Associate – Project Finance at Truist | NY, US | Rezi

Wholesale Credit Delivery Associate – Project Finance at Truist

Wholesale Credit Delivery Associate – Project Finance

Truist · NY, US

3 weeks ago

Wholesale Credit Delivery Associate – Project Finance

Truist · NY, US

a month ago
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About the Role

The Project Finance Credit Delivery team actively manages a portfolio of project finance debt and tax equity investments across the energy industry. This role underwrites extensions and upsizes for existing clients, manages portfolio risk, and identifies emerging credit problems and industry trends.

Responsibilities

  • Manages, coordinates, and executes credit event processes including underwritings, refinancings, and amendments.
  • Conducts due diligence, obtains credit approval, and facilitates legal review for transactions.
  • Creates and utilizes analytical financial models for projections, discounted cash flow analysis, leveraged buyout analysis, and valuation.
  • Performs research and analysis on companies, industries, and transactions.
  • Independently manages a smaller portfolio of clients with oversight.
  • Achieves timely submission of annual reviews, underwritings, and amendments.
  • Maintains active ownership and timely processing of quarterly risk ratings.
  • Demonstrates leadership through project management.
  • Supports senior team members in underwriting and portfolio management of complex transactions.
  • Trains and mentors Analysts and Summer Interns, and participates in recruiting.

Requirements

  • Undergraduate degree
  • 3 years of experience in underwriting and portfolio management
  • Strong understanding of accounting, credit, financial modeling, structuring, and underwriting
  • Strong verbal and written communication skills
  • Strong organizational skills
  • Strong analytical skills
  • Strong critical thinking skills
  • Strong problem-solving skills
  • Licenses: Series 79; Series 63; SIE (May be earned within 120 days after start date)

Skills

  • Financial modeling
  • Financial projections
  • Discounted cash flow analysis
  • Leveraged buyout analysis
  • Valuation analysis
  • Financial analysis
  • Risk management
  • Credit analysis
  • Underwriting
  • Portfolio management
  • Client communication
  • Analytical thinking
  • Problem-solving

Location

  • New York

Work Type

  • Regular
  • 1st shift

Experience Level

  • 3 years of experience

Education Level

  • Undergraduate degree

Salary/Compensations

  • $140,000

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • Accidental death and dismemberment insurance
  • Tax-preferred savings accounts
  • 401k plan
  • 10 days of vacation
  • 10 sick days
  • Paid holidays
  • Defined benefit pension plan (potential)
  • Restricted stock units (potential)
  • Deferred compensation plan (potential)

About the Company

  • Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.
  • Truist is a Drug Free Workplace.

Equal Opportunity

  • EEO is the Law
  • IER Right to Work