<p>Our client is a Commercial Bank in the Greater Boston area looking to bring onboard Credit Officers. There are multiple open positions at different levels of seniority. The role is hybrid, 3 days in their office outside of Boston.</p><p>The Credit Officer plays a critical role in managing credit risk and ensuring the quality of the loan portfolio, with great experience in the C& I space. This includes assessing borrowers' capacity to generate sustainable cash flows through comprehensive analyses of financial, managerial, and industry factors. Core responsibilities involve preparing written credit assessments, conducting due diligence, and reviewing financial statements to inform loan decisions and identify potential risks. Additionally, the Credit Officer supports other bank functions like risk management, regulatory compliance, and loan reviews while collaborating with lending officers to validate loan ratings and maintain credit quality. The position also requires mentoring junior analysts, preparing various credit-related reports, and identifying cross-sell opportunities for bank offerings. Strong qualifications for this role include formal credit training, familiarity with regulations, financial acumen, and project management skills.</p><p><br></p><p>Please reach out to Thatiane Abrantes if interested and apply if you can make it to the office on a hybrid schedule. No sponsorship is offered for this position.</p>
<p>We are looking for an experienced Relationship Manager specializing in Small Business to join our clients growing team here in the Greater Boston area. This position focuses on originating and managing Commercial & Industrial (C& I) loans while fostering strong relationships with middle-market clients. The ideal candidate will excel in business development, portfolio management, and credit analysis, ensuring compliance with regulatory guidelines. You must have a book of business that you can bring over as well as dealing with deal sizes of $2.5MM - $10MM.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Build and nurture relationships with middle-market clients, handling loan requests from origination to funding.</p><p>• Perform detailed credit and financial analyses to evaluate borrower strength and structured debt proposals.</p><p>• Originate and close loans for clients and prospects, focusing on lending needs ranging from $2.5MM to $10MM.</p><p>• Prepare comprehensive credit approval reports and loan reviews for internal decision-making processes.</p><p>• Represent the bank in industry and community events to strengthen client partnerships and promote the organization.</p>
<p>We are looking for an experienced Relationship Manager specializing in Structured Finance to join our clients growing team here in the Greater Boston area. This position focuses on originating and managing Commercial & Industrial (C& I) loans while fostering strong relationships with middle-market clients. The ideal candidate will excel in business development, portfolio management, and credit analysis, ensuring compliance with regulatory guidelines. You must have a book of business that you can bring over as well as dealing with deal sizes of $30MM - $100MM.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Build and nurture relationships with middle-market clients, handling loan requests from origination to funding.</p><p>• Perform detailed credit and financial analyses to evaluate borrower strength and structured debt proposals.</p><p>• Originate and close loans for clients and prospects, focusing on lending needs ranging from $1MM to $10MM.</p><p>• Prepare comprehensive credit approval reports and loan reviews for internal decision-making processes.</p><p>• Represent the bank in industry and community events to strengthen client partnerships and promote the organization.</p>
<p>We are looking for an experienced Commercial Portfolio Manager to join client's team in the Greater Boston area. In this role, you will oversee the growth and management of a Commercial & Industrial (C& I) portfolio, ensuring effective client relationships and adherence to banking policies. This position offers an opportunity to collaborate with various teams, analyze complex financial data, and contribute to the success of our organization. Ideal candidate coming from one of these areas of focus Structured Finance, Small Business, or Middle Market</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Manage and expand an assigned C& I portfolio, maintaining strong client relationships for loan and non-loan products.</p><p>• Prepare comprehensive narrative reports on client relationships, including financial reviews, risk assessments, and collateral evaluations.</p><p>• Analyze personal and business financial statements, tax returns, and other relevant documents to assess creditworthiness.</p><p>• Create and update loan presentations, modifications, and credit file comments in compliance with banking policies and regulations.</p><p>• Support the C& I lending team by addressing customer inquiries and servicing needs efficiently.</p><p>• Oversee monthly reporting for borrowing base clients within the portfolio.</p><p>• Represent the bank at community events and participate in internal task forces and committees.</p><p>• Perform additional duties as assigned to support the team and organization.</p>
<p>Our client is a reputable and world-renowned Asset Management firm is looking to bring onboard a Finance Associate to the team.</p><p>The Finance team manages and reports on a diverse investment portfolio while collaborating with internal and external stakeholders. This role focuses on private equity investments, with exposure to other asset classes like hedge funds, public equity, and real estate. Key responsibilities include managing valuation and accounting, overseeing fund administrators, collaborating on investment closings, and conducting financial analysis. </p>
<p>Our client is a well-established investment management company is looking to add to the Finance team in their Boston office. The Finance team works alongside investment professionals, legal, tax, and operations groups to support and oversee investment activities within a diversified portfolio. Responsibilities include ensuring accurate accounting, reporting, and performance analysis, along with conducting financial analysis and market research to evaluate investment opportunities and trends. The role involves primary oversight of real assets fund investments, including real estate, private credit, and private equity, while also contributing to broader initiatives across asset classes. Collaborating closely with internal functions and external partners, the position ensures compliance with regulations and supports the lifecycle of portfolio investments. The ideal candidate will bring 5+ years of related experience, public accounting and CPA are a plus as well.</p><p><br></p><p>This position is hybrid, with 3 days in office schedule. If you are interested and would like to be considered, please reach out to Thatiane Abrantes.</p>
