Associate (Relationship Lending)

TL;DR

Associate (Relationship Lending): Executing relationship-based lending transactions and managing portfolio analytics with an accent on underwriting, loan documentation, and cross-functional collaboration. Focus on balancing multiple simultaneous transactions, ensuring regulatory compliance, and delivering high-impact reporting for senior management.

Location: Must be based in Dallas, TX, United States

Company

hirify.global is a leading global investment banking, securities, and investment management firm founded in 1869.

What you will do

• Execute relationship loans including underwriting, structuring, and advising on capital commitment transactions.
• Manage the negotiation of loan documentation and coordinate with internal teams like Investment Banking and Credit Risk.
• Liaise with external syndication desks, clients, and legal counsel throughout the transaction lifecycle.
• Perform portfolio analytics and produce regular reports for senior management.
• Balance multiple simultaneous transactions while ensuring significant issues are escalated appropriately.
• Leverage AI applications to enhance analytical processes and efficiency.

Requirements

• Undergraduate degree in Economics, Finance, or Accounting.
• 2+ years of prior financial services experience.
• Strong analytical and organizational skills with the ability to manage competing work streams.
• Demonstrated technical proficiency in data analysis and presentation creation.
• Excellent communication skills for internal and external stakeholder management.
• Detail-oriented mindset with sound judgment and integrity.

Culture & Benefits

• Commitment to diversity and inclusion through firmwide networks and development opportunities.
• Access to comprehensive wellness, personal finance, and mindfulness programs.
• Professional growth through structured training and development initiatives.
• Collaborative environment working with global teams across various financial disciplines.