AWM, Private Bank, Credit Underwriter, Analyst, Dallas, TX

Location: Dallas, TX, United States; onsite at the Dallas office

Company

hirify.global is a global investment banking, securities, and investment management firm; this role is within Asset & Wealth Management and the Private Bank.

What you will do

• Collect and organize financial statements, tax returns, liquidity reports, and collateral documents.
• Prepare initial financial spreads, liquidity analyses, exposure summaries, LTV calculations, and collateral coverage reviews.
• Support Analysts and Underwriters with credit memo components, client summaries, credit files, databases, workflow trackers, and credit meeting materials.
• Coordinate documentation and closing activities with Legal, Compliance, and Operations.
• Support annual reviews, covenant checks, collateral revaluations, data integrity checks, and escalation of discrepancies or red flags.
• Collaborate with Associates, Underwriters, Bankers, and Risk while participating in training and underwriting discussions.

Requirements

• 1–3 years of experience in finance, credit underwriting, asset-based lending, credit analysis, or credit risk.
• Strong analytical skills and proficiency with Excel and financial statement review.
• High accuracy, organization, and attention to detail.
• Strong communication skills and eagerness to learn credit fundamentals.
• Curiosity and desire to develop credit expertise.
• Strong work ethic and willingness to support multiple stakeholders.
• Ability to learn quickly in a dynamic, high-volume environment.
• Dependable execution and commitment to accuracy.

Nice to have

• Internship or experience in private banking, corporate lending, wealth management, or credit operations.
• Exposure to financial modeling or analysis coursework.

Culture & Benefits

• Training and development opportunities and firmwide professional networks.
• Benefits, wellness, personal finance offerings, and mindfulness programs.
• Commitment to diversity, inclusion, and reasonable accommodations during recruiting.