Preparing credit submissions for new and existing customers
Covenant monitoring and annual reviews
Analyzing financial statements and forecasting results
The Major Client Group division supports medium to large sized businesses with debt requirements exceeding $50m and turnover over $150m
Job Summary
The Major Client Group division supports medium to large sized businesses with debt requirements exceeding $50m and turnover over $150m.
As an Associate (Credit Analyst), you will assist Directors by preparing credit submissions, monitoring covenants, and executing deals from start to finish.
The role requires a strong understanding of financial statements, the ability to forecast future results, and experience working with diverse industry sectors.
Matching Summary
The Major Client Group division supports medium to large sized businesses with debt requirements exceeding $50m and turnover over $150m.
Skills & Requirements
Must-have
Preparing credit submissions for new and existing customers
Covenant monitoring and annual reviews
Analyzing financial statements and forecasting results
Downside and sensitivity risk analysis
Documenting facilities via external legal counsel
Nice-to-have
Experience with complex lending structures
Strong stakeholder management skills
Proactive attitude and willingness to learn
Customer service in commercial banking environment
Financial modelling experience
Key Requirements
Tertiary qualification in Accounting, Finance, or Commerce
Prior experience writing credit submissions
Experience with cash flow lending and complex organizational structures