
Sr. Wealth Strategy Associate
at UBS
Posted 5 hours ago
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- Compensation
- Not specified
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Currency: Not specified
**Summary:** As a **Senior Wealth Strategy Associate**, you'll function as a **credit analyst** for **structured collateralized lending** transactions. **Key responsibilities** include **underwriting**, **risk analysis**, and **due diligence**. **Required skills** involve **financial analysis** (covering financial, commercial, legal, tax, environmental & structuring) and proficiency in **financial modeling**. **Experience** in **credit risk evaluation** and preparing **credit memos** is essential. **Work autonomously** while coordinating with the **front office** and **CRC Senior Management**.
| 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 |
