Goldman Sachs · 1 day ago
AWM | Private Bank | Underwriter | Dallas
Dallas, TX
Full-time
Onsite
Mid Level
3+ years expGoldman Sachs is a leading global investment banking, securities and investment management firm, empowering clients to reach their financial goals. The Underwriting Associate plays a critical role in supporting the Private Bank’s credit delivery model, responsible for preparing underwriting analyses, drafting credit memos, and coordinating transaction execution for ultra-high-net-worth clients.
BankingFinanceFinancial ServicesVenture Capital
Responsibilities
Prepare detailed financial, cash flow, collateral, and global exposure analysis to support loan structuring
Draft credit memos, including borrower profiles, financial summaries, collateral reviews, and risk considerations; present to capital committee in support of deals
Conduct due diligence on clients, financial statements, asset holdings, trust structures, illiquid investments, and marketable securities portfolios
Support ongoing portfolio monitoring, including covenant tracking, liquidity reviews, and risk rating updates
Partner with Underwriters, Bankers, and Legal to collect documentation, resolve open items, and facilitate timely credit approval
Assist in the coordination of closing processes, internal approvals, and compliance checks
Proactively track workflow status and ensure accurate data entry into credit systems
Ensure adherence to internal credit policies, regulatory requirements, and audit standards
Identify data gaps or potential risk issues and escalate appropriately
Support periodic portfolio reviews and risk deep dives
Work with cross‑functional partners—including Capital Advisors, Investors, Trust & Estates, and Risk—to ensure cohesive credit execution
Prepare presentation materials, borrower analyses, and ad‑hoc reports for senior stakeholders
Qualification
Required
3–6 years of experience in credit analysis, corporate banking, underwriting, private banking, or related financial services
Strong financial statement, cash flow, and collateral analysis skills
Excellent written communication and attention to detail
Ability to handle multiple transactions in a fast‑paced, high‑volume environment
Preferred
Experience supporting UHNW or institutional‑level borrowers
Familiarity with securities‑based lending, corporate lending, real estate lending, or other asset‑based structures
Completion of a credit training program, CFA Level I, or similar
Benefits
Training and development opportunities
Firmwide networks
Benefits
Wellness and personal finance offerings
Mindfulness programs
Company
Goldman Sachs
Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
10001+ employees
H1B Sponsorship
Goldman Sachs has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1954)
2024 (1685)
2023 (2060)
2022 (2326)
2021 (2258)
2020 (1572)
Funding
Current Stage
Public CompanyTotal Funding
$6B2025-04-23Post Ipo Debt· $6B
2012-06-05Post Ipo Equity
1999-05-14IPO
Leadership Team
David M. Solomon
Chair and Chief Executive Officer
John Waldron
President and Chief Operating Officer
Recent News
2026-01-25
2026-01-25
2026-01-24
Company data provided by crunchbase