Full-Time

Corporate & Leveraged Finance

Credit Delivery Analyst II

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Mid

Houston, TX, USA + 1 more

More locations: Atlanta, GA, USA

Category
Corporate Finance
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Financial analysis
Word/Pages/Docs
Excel/Numbers/Sheets
Financial Modeling
Requirements
  • Undergraduate degree.
  • Strong verbal and written communication, organizational, critical thinking and problem solving skills.
  • Strong analytical skills and attention to detail.
  • Strong work ethic, competitive drive, and time management skills.
  • Proficient in Microsoft Word, Excel and PowerPoint.
  • Within an allotted timeframe post-hiring, candidate will be required to obtain the following licenses: Series 79; Series 63; SIE.
Responsibilities
  • Responsible for analysis and underwriting related to transactions, amendments, modifications and other credit products for new and existing clients as part of deal teams.
  • Authors and creates credit product approval documents and presentations with an initial recommendation and credit view.
  • Creates and utilizes analytical financial models, including financial projections, discounted cash flow analysis, leveraged buyout analysis, valuation analysis, and financial analysis of historical and projected cash flows.
  • Performs research and analysis on companies, industries and transactions in support of both client activities and risk mitigation strategies.
  • Supports Directors, VPs and Associates in day-to-day management of the portfolio with responsibilities including financial statement spreads, covenant compliance analysis and other activities as directed.
  • Works closely with Directors, VPs and Associates in the preparation of on-time and high quality annual reviews, renewals, and amendments. More experienced analysts may be responsible for completing entire annual reviews on assigned clients.
  • Maintains active ownership and timely processing of quarterly risk ratings within own portfolio and as needed across the team.
Desired Qualifications
  • Undergraduate degree with coursework in accounting or finance preferred.
  • Experience in underwriting and portfolio management

Truist offers a platform for Registered Investment Advisors (RIAs) to improve their operations and client services. The platform includes tools like live chat support, commission-free trading, and an automated rebalancer, allowing RIAs to manage their businesses more efficiently and serve more clients at lower costs. Unlike competitors, Truist provides these services for free, monetizing through a custodian service that helps RIAs reduce overhead. The goal is to empower RIAs to grow their businesses and enhance client experiences.

Company Stage

Series E

Total Funding

$437.2M

Headquarters

Culver City, California

Founded

2018

Growth & Insights
Headcount

6 month growth

5%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Altruist raised $169M in Series E funding, boosting growth and innovation potential.
  • Partnerships with Orion and Kwanti enhance Altruist's platform integration and service offerings.
  • Increased demand for digital transformation in financial services aligns with Altruist's tech solutions.

What critics are saying

  • Competition from firms like Betterment and Wealthfront pressures Altruist to innovate continuously.
  • Integration with Orion and Kwanti may pose operational risks if not seamless.
  • New digital fixed-income trading could attract regulatory scrutiny if compliance is lacking.

What makes Truist unique

  • Altruist offers a simplified tech stack for RIAs, enhancing operational efficiency.
  • The platform includes commission-free trading and an automated rebalancer for cost-effective solutions.
  • Altruist's model marketplace provides personalized investment strategies, catering to diverse client needs.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Paid Vacation

Paid Sick Leave

Paid Holidays

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Company Equity