45 Financial Spreading Jobs

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 ...

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...

Candidate expectation Candidate must have 4 to 8 years (upto 12 years can be considered) of relevant experience in Corporate Banking, Financial Institutions and Commercial Banking Highest Qualifications: MBA and Professional Qualifications such as Chartered Accountant (CA), Chartered Financial Analyst (CFA), Certified Public Accountant (CPA) Key Roles & Responsibilities: Review of credit applications & supporting documents (overall financial capacity and capability to pay back)Credit report (recommendation on whether to approve/decline the credit application)Present credit report to internal committee. Requisite of an Individual Contributor: Credit underwriting / Credit risk analysis; Qualit...

About the Department: Financial Process Services (FPS) is a vertical of TresVista that works with major clients in the spectrum of the financial services industry. FPS caters to their needs related to accounting & financial data extraction and spreading and enables holistic view based on summarized data & information which is consumed at various levels and by finance professionals. Exposure to processes related to core finance and accounting clubbed with innovative techniques and software adds value to the professional growth of aspirants looking for a career in the finance industry. Key Role Deliverables: Leading project requests, guiding Analysts on execution and ensuring their output is c...

Financial Spreading Financial Analysis: Conduct in-depth financial analysis of publicly traded companies to assess creditworthiness and financial health. This includes analyzing financial statements, cash flow statements, and income statements. Quantitative Modeling: Collaborate with the quantitative strategies team to develop and maintain quantitative models for credit risk assessment. This includes refining existing models and creating new ones to improve investment decision-making. Scorecard Creation: Design and implement scorecards to evaluate credit risk and identify potential investment opportunities. Continuously update and refine these scorecards to adapt to changing market condition...

As a Credit Analyst, your primary responsibilities will include creating CAMs and conducting data entry in the system for all credit transactions. You will also be tasked with generating financial spreads from financial documents and running credit checks on customers, which involves CIBIL checks, bank statement analysis, and internal credit checks. Your role will require you to ensure both productivity and quality of output, working closely with the Sales team to coordinate the completion of Login checklist documents. Collaboration with the credit team will be essential to guarantee the completeness and accuracy of data in transaction notes and digital applications. It is crucial for you to...

The role of Senior Associate/Team Lead/Assistant Manager Credit Analyst (Financial Spreading) based in Bangalore requires a candidate with a minimum of 2 years of experience in credit analysis, financial spreading, and familiarity with Moody's Credit Lens. The primary responsibilities include analyzing and spreading financial statements using Moody's Risk Analyst (MRA), Credit Lens, or client-specific templates. This involves evaluating income statements, balance sheets, and cash flows of both public and private companies to facilitate the credit appraisal process. Furthermore, the candidate will be responsible for calculating various financial metrics such as Adjusted Net Worth, Recurring C...

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 / commercial real estate asset 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 en...

The Senior Associate/Team Lead/Assistant Manager Credit Analyst (Financial Spreading) position in Bangalore requires a candidate with at least 2 years of experience in credit analysis, financial spreading, and Moody Credit lens. The responsibilities include analyzing and spreading financial statements using Moody's Risk Analyst (MRA), Credit lens, or client-specific templates. This involves examining income statements, balance sheets, and cash flows of both public and private companies for credit appraisal purposes. Additionally, tasks include calculating Adjusted Net Worth, Recurring Cash Flows, Annual Debt Service, Contingent Liabilities, Custom Ratios, and other financial metrics. The rol...

Job Description A Commercial Real Estate (CRE) Underwriter plays a crucial role by underwriting at an advanced level of complexity for commercial portfolios. Provide guidance to structuring, servicing, and analysis for both new and renewal credits. The underwriter identifies, gathers, and reviews financial information to determine borrower risk ratings and appropriate loan structuring. Assess and communicate risks to assist department risk mitigation strategies. Products include lines of credit, term loans, real estate loans, and syndicated loans. Key Responsibilities Underwriting: Underwrites commercial credit actions according to applicable regulations, procedures, and guidelines Reviews f...

The Lead Analyst SME (Subject Matter Expert) will have the opportunity to collaborate directly with stakeholders in New York to primarily engage in day-to-day originations/underwriting related tasks for Insurance funds. You will assist in the production of Screening Memos for the Origination Team. This involves detailing property level information, market information, and financing information as part of the loan origination process. The goal is to participate in the production of screening memos and potentially in the underwriting and approval process for deals financed by the company. Your focus will be on asset classes such as multifamily, retail, storage, industrial, etc. You will suppor...

Role & responsibilities Job Description - Commercial Banking portfolio management. Experience - 3 year to 8years . Please share your cv at surbhi.malhotra@nlbtech.com -Evaluate financial performance of companies /borrower / guarantor / commercial real estate asset 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 against market data to draw conclusion of ...

As a Team Lead in credit risk assessment for a US bank, you will be responsible for leading a team of 4-6 analysts specializing in the evaluation of (i) Commercial Real Estate (CRE) loans and (ii) Commercial and Industrial (C&I) loans. Your primary focus will be on CRE expertise, with C&I knowledge considered an additional asset. Your role will involve overseeing the analysis and reports prepared by analysts, as well as engaging with clients regularly to discuss analytical aspects of the work and project pipeline. Key responsibilities include conducting research and assessment of the credit strength of CRE and C&I entities. For candidates with CRE experience, your background should include t...

About this role: The Business Services team across locations provides processing and voice supportand to enable afollow-the-sun delivery model forWells Fargothat would help us service our customers faster.Business Services teams perform bank operation processes across divisions of WF Home Lending, Wholesale Ops, Wealth & Investment Management (WIM), PVSI & Community banking. In this role, you will: 8- 14 years of experience in one or a combination of the following: Service accounts of traditional asset-based lending, specialized senior secured financing, Accounts receivable financing and purchase order financing to companies; manage team of analyst and senior analyst who complete spreading o...