Lead Analyst

**Job Description** **Role Overview:** You will be leading a team of 4-6 analysts to support a US bank in credit risk assessment of Commercial Real Estate (CRE) loans and Commercial and Industrial (C&I) loans. Your primary focus will be on CRE expertise, while C&I expertise is considered a good-to-have. Your responsibilities will include reviewing spreads and reports prepared by analysts, as well as engaging with the client regularly to discuss analytical aspects of work and the work pipeline. Your key activities will involve researching and analyzing CRE/C&I entities to evaluate their credit strength. **Key Responsibilities:** - Lead a team of 4-6 analysts to support a US bank in credit risk assessment of CRE and C&I loans - Review spreads and reports prepared by analysts - Interact with the client regularly to discuss analytical aspects of work and the work pipeline - Research and analyze CRE/C&I entities to assess their credit strength - For CRE experience: Source information such as updated operating statements, rent rolls, valuation reports; spread financials using tools like Sageworks; conduct CRE cash flow analysis; and prepare detailed credit reports - For C&I experience: Spread financials (Audit, Business Tax Returns, Personal Tax Returns, etc.) using tools like Sageworks and CreditLens; analyze and calculate qualifying income from various tax documents such as 1040s, Schedule E, 1065, 1120, 1120S, K1, transcripts, etc. - Support franchise building activities such as writing blogs/articles **Qualification Required:** - Minimum Education: CA/ MBA/ CFA/ FRM - Preferred Education: CA/ MBA/ CFA/ FRM - Minimum Experience: 7+ years of work experience - Preferred Experience: 7+ years of work experience **Additional Details:** The candidate with experience in tools like CBRE, CoStar, RCA, REIS, Moodys CMM, Intex, and Bloomberg will be preferred for both CRE and C&I roles. Additionally, knowledge of nCino, Salesforce, and RMA reports will be beneficial. **Job Description** **Role Overview:** You will be leading a team of 4-6 analysts to support a US bank in credit risk assessment of Commercial Real Estate (CRE) loans and Commercial and Industrial (C&I) loans. Your primary focus will be on CRE expertise, while C&I expertise is considered a good-to-have. Your responsibilities will include reviewing spreads and reports prepared by analysts, as well as engaging with the client regularly to discuss analytical aspects of work and the work pipeline. Your key activities will involve researching and analyzing CRE/C&I entities to evaluate their credit strength. **Key Responsibilities:** - Lead a team of 4-6 analysts to support a US bank in credit risk assessment of CRE and C&I loans - Review spreads and reports prepared by analysts - Interact with the client regularly to discuss analytical aspects of work and the work pipeline - Research and analyze CRE/C&I entities to assess their credit strength - For CRE experience: Source information such as updated operating statements, rent rolls, valuation reports; spread financials using tools like Sageworks; conduct CRE cash flow analysis; and prepare detailed credit reports - For C&I experience: Spread financials (Audit, Business Tax Returns, Personal Tax Returns, etc.) using tools like Sageworks and CreditLens; analyze and calculate qualifying income from various tax documents such as 1040s, Schedule E, 1065, 1120, 1120S, K1, transcripts, etc. - Support franchise building activities such as writing blogs/articles **Qualification Required:** - Minimum Education: CA/ MBA/ CFA/ FRM - Preferred Education: CA/ MBA/ CFA/ FRM - Minimum Experience: 7+ years of work experience - Preferred Experience: 7+ years of work experience **Additional Details:** The candidate with experience in tools like CBRE, CoStar, RCA, REIS, Moodys CMM, Intex, and Bloomberg will be preferred for both CRE and C&I roles. Additionally, knowledge of nCino, Salesforce, and RMA reports will be beneficial.