Provide support in ensuring applicable credit policies, procedures, and process maps are accurate and updated appropriately.
June 14, 2020
Complete a review of AUS findings, analyze loan information, verify credit and file quality and obtain any applicable missing/additional documentation when required.
June 22, 2020
Reporting to the Head of Investment Research, the Junior Credit Research Analyst is responsible for assisting with fundamental investment research across the public and private credit markets.
July 19, 2020
Monitor corporate bond portfolio, report on material developments, establish and maintain issuer monitor and watch lists, proactively communicate potential risks, and identify potential sales candidates for discussion with portfolio managers and broader investment team.
July 22, 2020
Attend Credit Committee meetings, bank meetings and Lender meetings on new and existing clients.
July 27, 2020
Assist in the review and analysis of third party quality control audits by utilizing expertise and underwriting knowledge to render sound, common sense decisions based on analysis of loan parameters and documentation.
August 16, 2020
Request, input, and analyze borrower financial statements.
September 15, 2020
Review and analyze business plans of prospective clients.
September 17, 2020
Organize data requirements for separate account relationships.
September 20, 2020
Manage the loan-level rebuttal process between counterparties and QC vendor and provide appropriate feedback when required.
October 13, 2020