Client Advisor - Global Family & Institutional Wealth
at UBS
Posted 4 hours ago
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**Client Advisor - Global Family & Institutional Wealth** expertly manages credit analysis for structured loan transactions._HANDLE key responsibilities, including: - Collaborate with the Credit Officer on underwriting, recommendations, and decisions. - Independently assess credit risks, aligning transactions with UBS's underwriting risk appetite. - Orchestrate due diligence processes, autonomous identification of key business drivers and risk issues. - Delve into comprehensive financial analysis, covering corporate borrowers and transaction structures. - Master financial modeling, producing Base and Downside cases reflecting key drivers and due diligence findings. - Contribute to a written credit memo for CRC Senior Management. - **Required Skills & Experience:** - Proficient in financial analysis, modeling, and credit risk assessment. - Experienced in debt Capital Markets (5+ years) and structured loan transactions. - Proven ability to work autonomously, driving initiatives through to completion. - Excellent communication and stakeholder management skills. - **Technical Proficiency:** - Familiarity with credit risk software and financial modeling tools (e.g., Microsoft Excel, Power BI). - Knowledge of Institutional and Family Wealth client base preferred.
| 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 |
