Lending and Credit Solutions Analyst/Associate.
This mandate is run by SYMPHONI HR, a Mumbai-based executive search firm, est. 2003. Applications are email-verified and reach the search team running the role — confidentially, always.
About the organisation.
Our client is a leading global financial services institution with a strong presence in wealth management and investment banking. They are committed to providing sophisticated financial solutions to high-net-worth and ultra-high-net-worth clients worldwide. The firm fosters a collaborative, high-performance culture that values innovation and excellence in client service.
About the role.
This role sits within the Lending and Credit Solutions team, focusing on the origination, structuring, and execution of financing transactions for high-net-worth clients. You will collaborate with regional teams and internal control functions to manage and grow the loan book while ensuring robust risk management. The position offers a unique opportunity to work at the intersection of credit analysis and wealth management.
What you will do.
- Identify and evaluate financing opportunities through portfolio analysis and client reviews
- Market lending capabilities to relationship managers to drive loan book growth
- Structure bespoke financing solutions in collaboration with global teams
- Prepare comprehensive credit memos and term sheets for internal approval
- Manage the end-to-end execution of legal documentation for financing transactions
- Conduct training sessions to enhance credit awareness across the wealth management franchise
- Drive process improvements to increase productivity and sales management efficiency
What you bring.
- 1–5 years of experience in credit analysis, lending, or structured finance
- Strong proficiency in financial statement analysis and credit risk assessment
- Experience with financial modeling and credit rating methodologies
- Familiarity with legal documentation and KYC/AML compliance standards
- Proficiency in MS Office Suite and experience with Bloomberg or Reuters terminals
- Excellent communication skills with the ability to influence internal stakeholders
- Strong understanding of treasury, FX products, and cross-border lending
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