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Citi · 13 hours ago

Leveraged Finance Senior Underwriter – Senior Vice President

New York, NY

Full-time

Onsite

Senior Level, Lead/Staff

$164K/yr - $245K/yr

10+ years exp

Citi is seeking a Senior Vice President to join their Leveraged Finance Underwriting team. The role involves leading transaction underwriting and enhancing the credit management process while collaborating with various partners to support leveraged finance transactions.

BankingFinanceFinancial Services

H1B Sponsor Likely

Responsibilities

Work with team of Underwriters to oversee and provide critical support and leadership across LFU’s core functions: (1) Leveraged Finance transaction origination (LBO & Corporates) and credit approval; (2) periodic credit monitoring; (3) portfolio management and early problem recognition; (4) global leveraged lending related projects and strategic initiatives

Collaborate with our product partners in Leverage Finance Capital Markets, Investment Banking, Corporate Banking and Risk, to carry out complex leveraged deal approvals for both Sponsors and Corporates. Work as part of the deal team, coordinating the deal execution, participating in due diligence, assessing risks and seeking committee approval on behalf of clients

Interact regularly with our product partners in Leverage Finance Capital Markets Origination and Legal counsel (both internal and external) developing the ability to understand the deal structuring/terms and ensure they are properly documented and approved as per Citi’s Standards

Evaluate and gain a strong understanding of clients' business, financial performance and key credit drivers across various industries with the ability to raise issues and concerns as needed

Review and analyze models used for enterprise valuation and to forecast the client's operating and financial performance and be able to articulate assumptions and analysis to senior Business and Risk

Supervise NY-based Analysts and Associates in coordination with LFU Mumbai to perform periodic written reviews of the clients' financial and operating performance, covenant compliance, management/relationship strategy, and competitive position within its peer group

Help manage the LFU junior team (i.e., Analysts and Associates), responsible for their credit training and mentoring throughout their tenure in the group

Analyze underlying business rationale/strategy for deals that are conducted through creating both Business and portfolio reviews for Senior Management on the global risks for the portfolio as well as to highlight key trends in the market

Thought leader to help develop and execute on a robust governance framework for the credit underwriting end-to-end processes

Remain current on all relevant Leveraged Lending market trends and issues

Qualification

Leveraged Lending UnderwritingFinancial AnalysisCredit Risk ManagementAnalytical SkillsAccounting KnowledgeProactive DispositionOrganizational SkillsCommunication SkillsProblem SolvingTeam Leadership

Required

10+ years relevant leveraged lending underwriting experience. Prior experience working in a regulatory and compliance policy environment

Proven analytical skills including the ability to read and assess individual and company financial statements, cash flow, industry/competitive analysis and projections; including complicated business structures with foreign subsidiaries and/or parent organizations

Demonstrated advanced knowledge of accounting theory and its practical application in the credit underwriting process

Excellent organizational skills, prioritizing capabilities, attention to detail, and the ability to complete assignments within required deadlines in a fast-paced environment

Effective inter-personal and written/verbal communication skills

Thorough problem recognition and resolution skills

Pro-active disposition with ability to work autonomously and within a team Proficient in various spreadsheet and word processing applications (Excel and Word), including the use of graphs and charts and financial analysis software

Requires good analytical skills in order to filter, prioritize and validate potentially complex material from multiple sources

Exercises wide degree of latitude and discretion

Significant impact on the area through complex deliverables

Provides advice and counsel related to the technology or operations of the business

Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family

Bachelor's degree in Finance, Economics, Business Administration or Accounting

Preferred

MBA/MSc degree

Benefits

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Wellness programs

Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Company

Citi

Glassdoor3.8

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Founded in 1812

San Antonio, Texas, USA

10001+ employees

https://www.citi.com

H1B Sponsorship

Citi 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

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Trends of Total Sponsorships

2025 (1386)

2024 (849)

2023 (1375)

2022 (1117)

2021 (876)

2020 (901)