Raymond James · 1 day ago
Credit Analyst C&I
Raymond James is a financial services firm seeking a C&I Credit Analyst who specializes in supporting loan requests. The role involves assisting Portfolio Managers in evaluating borrowers and managing credit risks while ensuring compliance with the bank's policies.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Provide support to Portfolio Managers as the initial point-of-entry for client financial statements, covenant compliance and other relevant information
Prepare spreads in Moody's or Excel to aid Portfolio Managers, Relationship Managers, and Line Management in assessing the feasibility of a loan request
Provide support to Portfolio Managers in the preparation of Credit Approval Requests (CARs), including but not limited to client overview, industry overview, analysis of financial condition, collateral analysis, and identifying risks & mitigants
Reviews and analyzes financial statements and interprets findings for the preparation of annual or quarterly credit reviews as required on relationships
Collaborates with Portfolio Managers to seek out early warning signs of deteriorating credit trends and makes ongoing assessments relative to credit risk ratings (both positive and negative)
Conducts ongoing research on industries / concepts and identifies trends
Ensures compliance with the Bank’s credit policies and procedures
Qualification
Required
Bachelor's degree in accounting, finance, or related field, or equivalent combination of education and experience
Minimum 2 years of credit analysis, accounting, or financial analysis
Demonstrated knowledge of accounting theory and its practical application in the credit underwriting process
Strong analytical skills including the ability to read and assess individual and company financial statements
Excellent organization skills, attention to detail and the ability to work in a fast-paced environment and complete assignments in a timely manner
Strong written and verbal communication skills
Strong presentation skills
Ability to work independently and within a team
Advanced Microsoft Excel skills and general proficiency using the Microsoft Office suite
Preferred
Bachelor's: Accounting
Bachelor's: Business Administration
Bachelor's: Finance
General Experience - 4 to 6 months
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
H1B Sponsorship
Raymond James 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
2023 (1)
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Recent News
2026-02-04
2026-02-03
2026-02-03
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