ACG Resources
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Job Ref: 15041
Salary: $125000 – $150000
Credit Analyst / Assistant Relationship Manager (Portfolio Manager)
Location: New York, New York
Industry: Corporate & Commercial Lending
Portfolio Size: $1B+ | Average Deal Size: $25M–$150M
Why This Role Stands Out
Join a collaborative, low-stress team managing a portfolio of large corporate clients across sectors such as specialty chemicals, automotive, hospitality, gaming, energy, and project finance.
You’ll enjoy:
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Fully paid family medical coverage
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Generous PTO and true work-life balance
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Twice-yearly bonuses
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Close collaboration with senior leadership
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A stable, long-term environment focused on quality relationships over sales pressure
What You’ll Do
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Portfolio Management: Support and manage a portfolio of approximately 10 major corporate accounts with exposures ranging from $25M to $150M.
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Credit Analysis: Perform financial modeling, projections, and sensitivity analysis. Review balance sheets, income statements, and cash flow statements to evaluate creditworthiness.
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Relationship Support: Serve as the point of contact for existing borrowers, assisting with credit agreements, loan documentation, and annual reviews.
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Loan Structuring: Draft term sheets, coordinate with agent banks, and ensure smooth loan closings under senior management guidance.
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Compliance: Maintain “Know Your Customer” documentation, ensure Bank Secrecy Act (BSA) compliance, and perform periodic customer due diligence.
What We’re Looking For
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Experience with large corporate lending—deal sizes $25M+ preferred
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5+ years in commercial credit analysis, underwriting, or portfolio management
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Strong financial modeling and Excel skills
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Ability to write concise credit applications and present findings clearly
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Comfort working with mid-size to large global corporates across diverse industries
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Bachelor’s degree in Finance, Accounting, or related field
About the Environment
This is not a high-pressure sales role. You’ll be joining a tight-knit, professional team that values long-term relationships, thorough analysis, and a balanced workday.
Salary:
Depending on experience & skill
($125,000 – 150,000) Plus 2 bonuses per year 401K fully paid benefits
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