Client Account Manager - Global Family and Institutional Wealth
at UBS
Posted 5 hours ago
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**Client Account Manager - Global Family & Institutional Wealth: Streamline Lending Transactions** Manage Client Accounts, driving Global Family & Institutional Wealth. Collaborate cross-functionally, focusing on Structured Collateralized Lending transactions. Key responsibilities include: - **Credit Analysis & Risk Assessment**: Evaluate potential risks in loan transactions, align with UBS's underwriting risk appetite, and independently analyze credit risks. - **Due Diligence & Financial Analysis**: Work autonomously throughout the due diligence process, highlighting gaps, and perform comprehensive financial analysis for prospective collateralized transactions. - **Financial Modelling & Reporting**: Demonstrate strong financial modelling skills, prepare Base and Downside cases, and contribute to credit memos for senior management. Requirements: Proven experience in credit analysis, strong financial acumen, and exposure to collateralized lending transactions. Proficient in financial modelling, risk assessment, and reporting tools. Experience working with global family offices or institutional wealth a plus.
| Are you someone who enjoys financial analysis and detecting potential risks in structured loan transactions? Do you like working in an environment where empowerment, challenge and excellence are highly valued? We are looking for someone like this to: - Be a Credit Analyst for Structured Collateralized Lending transactions: be involved alongside the Credit Officer in the underwriting, recommendations and the decision-making processes - Independently analyze credit risks and engage with the front office to ensure transactions are consistent with UBS's underwriting risk appetite - Show the ability to work autonomously through the extensive Due Diligence process, identifying key business drivers, specific risk issues, actively challenging during due diligence calls, and highlighting any information gaps to the business teams - Perform fundamental financial analysis for prospective collateralized transactions and corporate borrower's (covering financial, commercial, legal, tax, environmental & structuring) - Demonstrate full understanding of financial modelling, working on the production of Base and Downside cases ensuring that they reflect all key drivers and the due diligence findings - Contribute actively to a written credit memo for CRC Senior Management - Assign risk ratings and loss given default designation, prepare reporting deliverables to track limit utilization | Show more Credit Analyst - Structured Lending |
