Analyst, Sponsor Finance Group – Leveraged Finance Underwriting

Job Description

Leveraged Finance Analyst | Webster Bank

The Tone:
This is a full-time role at Webster Bank, located in Stamford, CT or New York, NY. Webster Bank, founded in 1935, is a leading commercial bank focused on helping individuals, families, businesses, and colleagues achieve their financial goals by putting people first. This role is a meaningful contributor within the Sponsor Finance Group, offering robust development opportunities and significant responsibility in underwriting new cash flow transactions and managing existing portfolio accounts. Integrity, Collaboration, Accountability, Agility, Respect, and Excellence are Webster’s core values, guiding its operations and employer practices.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid, Stamford, CT or New York, NY
• Pay: $100000–$115000 yearly
• Team: Sponsor Finance Group, General Industries team
• Mission: Underwrite new cash flow LBO & private equity backed transactions and manage existing portfolio accounts for middle-market companies.

What You’ll Actually Do
• Due Diligence: Assist the deal team in performing financial and qualitative due diligence for new cash flow transactions.
• Documentation: Prepare pre-screen memos and credit approval documents for presentation to the credit committee.
• Financial Modeling: Develop comprehensive financial models.
• Transaction Support: Assist in the closing process for new transactions.
• Portfolio Management: Manage and continuously monitor assigned portfolio accounts, including completing required reviews and processing incremental credit extensions.

The Must-Haves
• Background: Bachelor’s Degree in Business, Finance, Accounting, Economics, or equivalent work experience.
• Experience: 1-2 years of experience in leveraged finance at a commercial bank, investment bank, or finance company with strong commercial credit experience.
• Skills: Superior written and verbal communication skills; Strong analytical skills and proficiency with financial statement modeling; Experience underwriting middle market cash flow transactions; Ability to work with limited supervision.
• Bonus: Graduate of a formalized credit training program.