Underwriting Analyst (Private Banking)

TL;DR

Underwriting Analyst (Private Banking): Supporting the credit underwriting process for wealth-driven lending solutions with an accent on financial analysis, data gathering, and collateral review. Focus on building foundational credit skills, maintaining documentation integrity, and collaborating with bankers and risk teams to ensure accurate execution.

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

Company

A leading global investment banking, securities, and investment management firm founded in 1869.

What you will do

• Collect and organize financial statements, tax returns, and collateral documentation.
• Prepare initial financial spreads, liquidity analyses, and exposure summaries.
• Support the documentation and closing process in coordination with Legal and Compliance.
• Maintain credit files, internal databases, and workflow trackers.
• Perform data integrity checks and prepare materials for credit committee packages.
• Assist in monitoring activities including annual reviews and covenant checks.

Requirements

• 1–3 years of experience in finance, credit analysis, or accounting.
• Strong analytical skills and proficiency with Excel.
• High level of accuracy and attention to detail.
• Strong communication skills and eagerness to learn credit fundamentals.
• Must be authorized to work in the United States.

Nice to have

• Internship or experience in private banking, corporate lending, or credit operations.
• Coursework in financial modeling or analysis.

Culture & Benefits

• Commitment to diversity, inclusion, and professional growth.
• Access to firmwide networks and training opportunities.
• Comprehensive wellness and personal finance offerings.
• Supportive environment for early-career development in a sophisticated banking setting.