58 Financial Spreading Jobs

About this role: Wells Fargo is seeking a Senior Commercial Banking Portfolio coordinator In this role, you will: Support performance and overall effectiveness of team, as well as cross-group administrative operations Provide feedback and present ideas for improving or implementing processes and tools within Commercial Banking Portfolio Management Review credit information of loans for companies and industries Respond to customer inquiries, generate status reports for management or bankers and contact available sources of information Perform or guide others on complex tasks or initiatives that require planning, evaluation, and interpretation Independently prioritize work and provide day-to-d...

Role Overview: You will be supporting the US banks team in credit risk assessment of Commercial Real Estate (CRE) loans and Commercial and Industrial (C&I) loans. Your key activities will include researching and analyzing the CRE/C&I entity to assess their credit strength. If you have extensive experience in CRE and limited experience in C&I, you are encouraged to apply. For C&I, you will also be expected to spread financials in tools such as Sageworks and CreditLens, analyze and calculate qualifying income from various tax documents, and demonstrate a good understanding of nCino, Salesforce, RMA reports, Intex, and Bloomberg. You should be able to defend your views on the covered entity whe...

Role & responsibilities Specialized knowledge in end to end spreading of private clients including the input of as reported data and normalization and alignment Good understanding of various techniques and methods of accounting treatments, financial adjustments and credit analysis of key financial metrics. Examples include performing analysis and addbacks to develop internally adjusted EBITDA calculations, reviewing financials for revolver availability and liquidity details, performing debt breakdowns, adding business segment detail and other detailed analysis required by credit teams and use cases. Financial statement data must meet high integrity standards for internal and external credit ...

Role & responsibilities Job Description - Commercial Credit Experience - 2 year to 8years . Please share your cv at surbhi.malhotra@nlbtech.com Looking for candidates who can join in 1 month Please share your cv at surbhi.malhotra@nlbtech.com Experience in CRE and Underwriting Evaluate financial performance of companies /borrower / guarantor across all segments and class based on a variety of factors including past and current performance, management projections and market changes over the period. -This would include review of various financial statements, such as balance sheet, income statement, cash flows, and statement of changes in equity. - Perform market research using various third-pa...

Role & responsibilities Job Description - Commercial Banking portfolio management. Experience - 2 year to 8years . Please share your cv at surbhi.malhotra@nlbtech.com Looking for candidates who can join in 1 month Please share your cv at surbhi.malhotra@nlbtech.com Experience in CRE and Underwriting Evaluate financial performance of companies /borrower / guarantor across all segments and class based on a variety of factors including past and current performance, management projections and market changes over the period. -This would include review of various financial statements, such as balance sheet, income statement, cash flows, and statement of changes in equity. - Perform market research...

As a Senior Commercial Real Estate Portfolio Representative at Wells Fargo in Bangalore, you will be responsible for evaluating moderately complex financial performance of borrowers and guarantors based on various factors. Your key responsibilities will include: - Analyzing historical cash flows and developing proforma based on historical property performance and market data. - Evaluating existing leases within properties to determine possible impact on cash flows. - Reviewing loan documents and summarizing key facts and ongoing covenants to be maintained by borrowers. - Conducting market research on real estate using third-party applications and comparing subject property performance agains...

About this role: Wells Fargo is seeking a Senior Commercial Banking Portfolio Coordinator . We believe in the power of working together because great ideas can come from anyone. Through collaboration, any employee can have an impact and make a difference for the entire company. Explore opportunities with us for a career in a supportive environment where you can learn and grow. In this role, you will: Review complex credit information of loans for companies and industries Provide support to the Commercial Banking Portfolio Management team and more experienced individuals in the credit approval process Perform complex credit investigations on companies and industries Utilize knowledge and inte...

In this role, you will: Evaluate moderately complex financial performance of borrower and guarantor based on a variety of factors and determining an appropriate risk rating, both qualitative and quantitative; this would include review of financial statements and compare it against Commercial Real Estate guidelines Analyze historical cash flows and developing proforma based on historical performance of the property and relevant market data Evaluate existing leases within the property to determine possible impact on cash flows by reviewing for pertinent clauses, such as termination options and go dark Review loan documents and summarize salient facts of the loan and ongoing covenants (both fin...

About this role: Wells Fargo is seeking a Lead Commercial Banking Portfolio Coordinator with experience in Quality Review/Spread Financial statements of private as well as public limited companies of different industries in credit application utilized for traditional asset-based lending, specialized senior secured financing, Accounts receivable financing and purchase order financing to companies and make relevant adjustments in cash flow and various ratio calculations to reflect true financial status of the customers Responsibilities Technical: Quality check on the elements applicable per Business Procedures, highlight discrepancies, update checklists, and report the observations Includes en...

Ready to shape the future of work At Genpact, we don't just adapt to change-we drive it. AI and digital innovation are redefining industries, and we're leading the charge. Genpact's AI Gigafactory, our industry-first accelerator, is an example of how we're scaling advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. From large-scale models to agentic AI, our breakthrough solutions tackle companies most complex challenges. If you thrive in a fast-moving, tech-driven environment, love solving real-world problems, and want to be part of a team that's shaping the future, this is your moment. Genpact (NYSE: G) is an advanced technology servic...

Role Overview: You will be responsible for reading and interpreting/analyzing financial statements, including Income statement, Balance Sheet & cash flow of public & private companies for the credit appraisal process in the bank's customized templates. Additionally, you will be required to analyze supplementary schedules, notes, and MD&A for detailed breakups and adjustments. It is essential to have a good knowledge of accounting and corporate financial accounting systems, along with understanding financial ratios and knowledge on Moody's Risk Analytics for added advantage. Monitoring Covenant compliance and reporting on an ongoing basis will also be part of your responsibilities. Understand...

Looking for an experienced Research Analyst skilled in financial statement analysis, investor presentations, credit risk, and corporate profiling, with strong knowledge of AI, emerging tools, and LLM applications like Generative AI, ChatGPT, Gemini Required Candidate profile Bachelor’s/Master’s degree in finance Excellent verbal and written communication skills Be familiar with conference call transcripts, investor presentations strong knowledge of AI, LLMs, Generative AI

About this role: Wells Fargo is seeking a CIB Portfolio Manager. In this role, you will: Participate in monitoring, documenting, underwriting, and reacting to the credit quality of an assigned portfolio of loans within CIB Portfolio Management functional area and contribute to large scale planning related to functional area Identify opportunity for process improvements within scope of responsibilities Review and analyze less complex business, operational, or technical assignments or challenges that require research, evaluation, and selection of alternatives Exercise independent judgment to guide medium risk deliverables Present recommendations for resolving more complex situations and exerci...

As a Credit Risk Assessment Team Lead for a US bank, your primary responsibility will be to oversee a team of 4-6 analysts specializing in credit risk assessment for both Commercial Real Estate (CRE) loans and Commercial and Industrial (C&I) loans. Your expertise in CRE should be in-depth, while knowledge in C&I is considered a bonus. You will be required to review spreads and reports prepared by your team, engaging with clients regularly to discuss analytical aspects and project timelines. Your core tasks will involve researching and analyzing CRE/C&I entities to evaluate their creditworthiness. Your experience in CRE should encompass activities such as gathering updated operating statement...

Dear candidate, We have planned a walk-in drive for the role of Manager - Commercial real estate lending at our Pune office on Saturday, September 20, 2025. Role specific skillsets: Accounting concepts & Processing Experience in Commercial real estate lending, Rent roll, financial spreading, appraisals, underwriting, appraisal, asset management, servicing, portfolio management, financial analysis, securitization Knowledge of using third-party reports, loan documents and analyzing borrowers' financial statement Updating financial statements of borrowers, analysis of P&L, Incorporating data from loan documents, underwriting documents, and appraisal documents for sizing the deal and supporting ...

As an Assistant Manager/Manager-Credit Analyst in Bangalore, you will play a crucial role in Corporate Banking, Financial Institutions, and Commercial Banking. With 4 to 8 years of relevant experience (considering up to 12 years), you will be responsible for credit underwriting and risk analysis. Your primary responsibilities include: - Providing recommendations on credit applications based on credit reports - Presenting credit reports to the internal committee - Conducting quality-focused credit underwriting and data analytics - Analyzing Cash flow statements, Income Statements, and Balance Sheets for Credit Quality assessment - Evaluating macro and company factors for risk analysis and rec...

About Corporate and Investment Banking (CIB) As a global leader in knowledge processes, research, and analytics, youll be working with a team that specializes in global market research, working with the top-rated investment research organizations, bulge bracket investment banks, and leading asset managers. We cater to 8 of the top 10 global banks, working alongside their product and sector teams, supporting them on deal origination, execution, valuation, and transaction advisory-related projects. What you will be doing at Evalueserve- The selected candidate will join the Private Credit team at Evalueserve that supports portfolio managers of a private equity firm in the portfolio monitoring p...

About this role: Wells Fargo is seeking a Lead Commercial Banking Portfolio coordinator In this role, you will: Support performance and overall effectiveness of team, as well as cross-group administrative operations Provide feedback and present ideas for improving or implementing processes and tools within Commercial Banking Portfolio Management Review credit information of loans for companies and industries Respond to customer inquiries, generate status reports for management or bankers and contact available sources of information Perform or guide others on complex tasks or initiatives that require planning, evaluation, and interpretation Independently prioritize work and provide day-to-day...

About this role: Wells Fargo is seeking a Lead Commercial Banking Portfolio coordinator In this role, you will: Support performance and overall effectiveness of team, as well as cross-group administrative operations Provide feedback and present ideas for improving or implementing processes and tools within Commercial Banking Portfolio Management Review credit information of loans for companies and industries Respond to customer inquiries, generate status reports for management or bankers and contact available sources of information Perform or guide others on complex tasks or initiatives that require planning, evaluation, and interpretation Independently prioritize work and provide day-to-day...

As a Lead Commercial Banking Portfolio Coordinator at Wells Fargo, you will play a crucial role in supporting the performance and effectiveness of the team and cross-group administrative operations within Commercial Banking Portfolio Management. Your responsibilities will include reviewing credit information of loans for companies and industries, responding to customer inquiries, generating status reports, and contacting available sources of information. In this role, you will be expected to provide feedback, present ideas for process improvement, and implement new processes and procedures. You will independently prioritize work, provide day-to-day leadership and mentorship to the team, and ...

As a candidate for the role, you should possess specialized knowledge in end-to-end spreading of corporate clients, with a focus on monitoring covenants and performing financial spreading. It is essential to have a good understanding of various techniques and methods of accounting treatments, financial adjustments, and credit analysis of key financial metrics. This includes tasks such as performing analysis and addbacks to develop internally adjusted EBITDA calculations, reviewing financials for revolver availability and liquidity details, performing debt breakdowns, adding business segment detail, and other detailed analysis required by credit teams and use cases. Moreover, the financial st...

Role & responsibilities Job Description - Commercial Banking portfolio management. Experience - 2 year to 8years . Looking for candidates who can join in 1 month Please share your cv at surbhi.malhotra@nlbtech.com Experience in CRE and Underwriting Evaluate financial performance of companies /borrower / guarantor across all segments and class based on a variety of factors including past and current performance, management projections and market changes over the period. -This would include review of various financial statements, such as balance sheet, income statement, cash flows, and statement of changes in equity. - Perform market research using various third-party applications and compare ...

Role & responsibilities Job Description - Commercial Banking portfolio management. Experience - 3 year to 8years . Looking for candidates who can join in 1 month Please share your cv at surbhi.malhotra@nlbtech.com Evaluate financial performance of companies /borrower / guarantor across all segments and class based on a variety of factors including past and current performance, management projections and market changes over the period. -This would include review of various financial statements, such as balance sheet, income statement, cash flows, and statement of changes in equity. - Perform market research using various third-party applications and compare performance of borrowing entity aga...

You will be responsible for supporting the US banks team in assessing credit risk related to Commercial Real Estate (CRE) loans and Commercial and Industrial (C&I) loans. Your main tasks will involve researching and analyzing CRE/C&I entities to evaluate their creditworthiness. Candidates with extensive experience in CRE and some experience in C&I are encouraged to apply. For C&I loans, you will need to possess the skills mentioned earlier as well as the ability to spread financials using tools like Sageworks and CreditLens. You will also be required to analyze and calculate qualifying income from various tax documents such as Audit reports, Business Tax Returns, Personal Tax Returns, etc. K...

Role & responsibilities Specialized knowledge in end to end spreading of private clients including the input of as reported data and normalization and alignment Good understanding of various techniques and methods of accounting treatments, financial adjustments and credit analysis of key financial metrics. Examples include performing analysis and addbacks to develop internally adjusted EBITDA calculations, reviewing financials for revolver availability and liquidity details, performing debt breakdowns, adding business segment detail and other detailed analysis required by credit teams and use cases. Financial statement data must meet high integrity standards for internal and external credit ...