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About the Role

First Citizens Sponsor Finance provides senior debt for private equity-backed transactions. This role underwrites, executes, and manages sponsor-backed leveraged finance transactions, requiring strong financial analysis, credit underwriting, and communication skills.

Responsibilities

• Perform detailed financial, operational, industry, and credit analysis for new leveraged finance opportunities.
• Build and review financial models assessing historical and projected performance, cash flow, leverage, liquidity, debt repayment capacity, and covenant compliance.
• Analyze transaction structures, sponsor support, industry dynamics, and key credit risks and mitigants.
• Prepare underwriting memoranda, credit approval packages, and internal presentation materials.
• Support due diligence, structuring, legal documentation, funding, and closing.
• Monitor an assigned portfolio of sponsor-backed borrowers, including financial performance, liquidity, and covenant compliance.
• Prepare annual reviews, amendments, waivers, and add-on financing requests.
• Identify emerging risks and recommend appropriate mitigants or action plans.
• Maintain accurate risk ratings, financial spreads, covenant information, and monitoring records.
• Maintain complete credit files and ensure ongoing compliance with credit approvals, bank policies, and review requirements.

Requirements

• Bachelor's Degree and 1 year of experience in Credit analysis, underwriting or Risk Management OR High School Diploma or GED and 5 years of experience in Credit analysis, underwriting or Risk Management (for Sr Analyst/Underwriter Portfolio Manager II)
• Bachelor's Degree and 2 years' experience OR High School Diploma or GED/Equivalent and 6 years' experience in Credit analysis, underwriting or Risk Management (for Associate/Underwriter Portfolio Manager III)
• Bachelor’s degree in finance, accounting, economics, business, or a related field.
• One or more years of experience in commercial banking, leveraged finance, private credit, investment banking, transaction advisory, or a related credit role (for Sr Analyst/Underwriter Portfolio Manager II)
• Two or more years of experience in commercial banking, leveraged finance, private credit, investment banking, transaction advisory, or a related credit role (for Associate/Underwriter Portfolio Manager III)
• Experience in financial analysis, credit underwriting, or portfolio management, with exposure to leveraged loans and private equity-backed transactions preferred (for Sr Analyst/Underwriter Portfolio Manager II)
• Experience underwriting and managing leveraged loans or private equity-backed transactions involving middle-market companies (for Associate/Underwriter Portfolio Manager III)
• Strong understanding of financial modeling, capital structures, cash flow lending, leverage metrics, debt repayment analysis, and financial covenants.
• Strong analytical, communication, organizational, and problem-solving skills.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Ability to work effectively in a lean deal-team environment (for Sr Analyst/Underwriter Portfolio Manager II)
• Strong written, verbal, organizational, and project-management skills.
• Ability to independently manage multiple transaction and portfolio priorities (for Associate/Underwriter Portfolio Manager III)

Skills

• Financial analysis
• Credit underwriting
• Communication skills
• Financial modeling
• Cash flow lending
• Leverage metrics
• Debt repayment analysis
• Financial covenants
• Microsoft Excel
• Microsoft PowerPoint
• Organizational skills
• Problem-solving skills
• Written communication
• Verbal communication
• Project management

Work Type

• Hybrid

Experience Level

• 1 year of experience (for Sr Analyst/Underwriter Portfolio Manager II)
• 5 years of experience (for Sr Analyst/Underwriter Portfolio Manager II)
• 2 years' experience (for Associate/Underwriter Portfolio Manager III)
• 6 years' experience (for Associate/Underwriter Portfolio Manager III)

Education Level

• Bachelor's Degree
• High School Diploma or GED
• High School Diploma or GED/Equivalent

Salary/Compensations

• $90,000 - $105,000 (for Sr Analyst/Underwriter Portfolio Manager II)
• $110,000 - $130,000 (for Associate/Underwriter Portfolio Manager III)

Benefits

• Competitive, thoughtfully designed and quality benefits program

About the Company

• At First Citizens Bank, we believe meaningful careers are built through meaningful relationships.
• For more than 125 years, we've supported our clients, communities and colleagues through a culture rooted in connection, collaboration and long-term success.