Client Account Manager - Global Family and Institutional Wealth
at UBS
Posted 4 hours ago
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**Client Account Manager - Global Family & Institutional Wealth** - Oversees structured lending transactions, collaborating with Credit Officers; key responsibilities include underwriting, risk analysis, and decision-making. - Independently assesses credit risks, liaising with front office to align transactions with UBS's risk appetite. - Leads extensive due diligence process, identifying business drivers, risk issues, and information gaps, challenging teams when necessary. - Conducts financial analysis for prospective transactions and corporate borrowers, encompassing financial, commercial, legal, tax, environmental, and structuring aspects. - Proficient in financial modelling, producing Base and Downside cases reflecting all key drivers and due diligence findings. - Contributes to written credit memo for CRC Senior Management; assigns risk ratings and loss given default designation, preparing reports to track limits. - Requires demonstrated experience in structured lending, strong financial analysis skills, and familiarity with UBS's risk appetite.
| 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 |
