Analyst, Underwriting

Posted 18 Days Ago
Be an Early Applicant
Chicago, IL
Junior
Fintech
The Role
The Analyst will assist in reporting and managing existing loans, including financial modeling and analysis for new deals. This role involves monitoring portfolio accounts, preparing financial materials, and supporting senior team members in various tasks while ensuring effective communication and collaboration. Occasional travel may be required.
Summary Generated by Built In

Purpose and Job Summary:

NXT Capital is looking for a junior team member to be responsible for supporting the reporting and management of existing loans, assisting in the internal processes required to close and manage loans, and assisting with the financial modeling and financial statement analysis of new deal opportunities.

Essential Duties and Responsibilities:

  • Monitoring of portfolio accounts:  Spread monthly financials, analyze business trends, track financial performance relative to covenants, and prepare memos upon loan modification or amendment.
  • Financial and credit analysis:  Includes detailed financial modeling, sensitivity analysis, and preparation of credit memos.
  • Prepare financial and discussion materials for periodic internal reviews.
  • Support senior team members with database tracking and reporting of marketing and deal activity.
  • Support group credit officer through preparation of periodic ad hoc projects.
  • Work cooperatively with other parts of  ORIX Group.
  • Other projects and duties as assigned.

Travel Requirements - occasional.

Education, Skills and Experience:

  • Bachelor’s degree from accredited four-year university
  • Advanced degree or CPA is a plus
  • 1-3 years of relevant corporate finance, accounting, or due diligence experience, preferably in a bank or financial services environment.
  • Excellent interpersonal skills; able to interface effectively with senior management
  • Excellent organizational skills, with ability to handle a wide variety of responsibilities and meet deadlines
  • Detail oriented
  • Professional attitude and strong work ethic
  • Team player – effectively works well with others
  • Proficient in Excel and Word – PowerPoint proficiency is a plus

                                                                                                                              

Life at ORIX

We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.

 

You Time

 

We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.

 

Family Care

 

Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.

 

Flexible Work Arrangements

 

ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.

ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.

Top Skills

Excel
PowerPoint
Word
The Company
HQ: New York, New York
667 Employees
On-site Workplace
Year Founded: 1981

What We Do

ORIX Corporation USA (ORIX USA) and our family of companies offer investment capital and asset management services to portfolio companies in the corporate, real estate, municipal finance and energy sectors. Drawing on this broad range of expertise, we deliver customized, flexible solutions across a wide variety of industries.
A Focus on Flexible, Forward-Thinking Financial Solutions. We look to not only meet our portfolio companies'​ immediate financial needs, but also to serve as a long-term partner, working with them through their business growth and changing market dynamics.

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