Supports the Financial Institutions Group through research, financial and market analysis, executive presentations, pitchbooks, credit underwriting, transaction activity, and strategic projects. Creates materials for leadership, clients, and internal forums while managing deadlines across multiple assignments. The role requires strong communication, analytical, problem-solving, presentation, and Microsoft Office skills.

Leads complex commercial credit structuring, underwriting, portfolio risk oversight, and credit agreement negotiation for technology, media, and communications clients. Advises senior leaders and clients, monitors macroeconomic and industry risks, manages portfolio strategy, mentors junior credit professionals, and improves credit policies and processes while ensuring regulatory compliance.