Assistant Manager - Trade Finance - Credit Analysis - Global Service Centre
full-time•India
About this role
Key Role Responsibilities:
Financial Spreading: Prepare accurate and detailed financial spreads from client financial
statements (balance sheets, P&L statements, cash flow statements) to be used during the
underwriting process by the Credit team.
Preliminary Credit Assessment: Analyze financial statements and provide initial insights to the
Sales team on whether prospective clients meet basic creditworthiness criteria and are suitable for
full credit evaluation.
Sales Support: Work closely with the Sales team to quickly assess potential deals and provide
preliminary credit views to support business development activities.
Collaborate with Credit Team: Ensure all financial spreads are prepared in alignment with Credit
team's underwriting standards and templates, subject to review by the respective Credit Manager
as per current practice, to enable direct use in credit assessment without duplication of effort.
Supporting Responsibilities:
Financial Analysis: Analyse financial statements, credit reports, and other financial data to assess
creditworthiness and risk levels. Identify trends and provide actionable insights based on financial
data to support Sales team decision-making.
MIS Management: Create, update, and maintain detailed spreadsheets for tracking potential client
pipeline, financial spreading status, and preliminary assessment outcomes, etc.
Key Deliverables:
Completed financial spreads ready for Credit team underwriting (no duplication of work). Preliminary credit assessment summaries for Sales team.
Quick turnaround on initial credit views to support sales pipeline velocity.
Skills & Competencies:
Min 3 years of experience in a credit analysis or financial spreading role.
Strong understanding of financial analysis and financial statement spreading.
Advanced proficiency in Microsoft Excel, including formulae, pivot tables, etc with a good
understanding of its functionalities
Excellent communication and interpersonal skills, with a customer-oriented approach.
Strong attention to detail and organizational skills.
Ability to work effectively both independently and as part of a team.
Experience in the banking industry and/or rating agencies preferred.
Familiarity with trade finance products.
Ability to work under time pressure and deliver quick turnaround on financial spreads to support
sales pipeline.
Education & Qualifications:
Bachelor’s degree in finance, Accounting, Business Administration, or a related field is required.
MBA or professional certifications (CFA, CPA, etc.) preferred.
Other facts
Tech stack
Credit Analysis,Financial Spreading,Financial Analysis,Microsoft Excel,Communication Skills,Interpersonal Skills,Attention to Detail,Organizational Skills,Teamwork,Banking Industry Experience,Trade Finance Products,Time Management
About We One
With a refined identity as the premier concierge hub, We One offers an array of sophisticated solutions to businesses in the UAE. From impeccable security services and elite outsourced staffing solutions to comprehensive facility management and cutting-edge smart solutions, we address every operational need with unparalleled excellence. By cultivating enduring business relationships and strategic partnerships, We One champions innovation and empowers clients to concentrate on their core strengths, preparing them to seize future opportunities with confidence and finesse.
Discover how we elevate businesses to thrive in the dynamic and fast-paced business landscape at We One http://www.weone.com/
Team size: 10,001+ employees
Website: https://www.weone.com
LinkedIn: Visit
Industry: Professional Services
What you'll do
- The Assistant Manager will prepare financial spreads from client financial statements and conduct preliminary credit assessments to support the Sales team. They will collaborate with the Credit team to ensure compliance with underwriting standards and provide quick insights to facilitate business development.
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Frequently Asked Questions
What does a Assistant Manager - Trade Finance - Credit Analysis - Global Service Centre do at We One?
As a Assistant Manager - Trade Finance - Credit Analysis - Global Service Centre at We One, you will: the Assistant Manager will prepare financial spreads from client financial statements and conduct preliminary credit assessments to support the Sales team. They will collaborate with the Credit team to ensure compliance with underwriting standards and provide quick insights to facilitate business development..
Why join We One as a Assistant Manager - Trade Finance - Credit Analysis - Global Service Centre?
We One is a leading Professional Services company.
Is the Assistant Manager - Trade Finance - Credit Analysis - Global Service Centre position at We One remote?
The Assistant Manager - Trade Finance - Credit Analysis - Global Service Centre position at We One is based in India, India. Contact the company through Clera for specific work arrangement details.
How do I apply for the Assistant Manager - Trade Finance - Credit Analysis - Global Service Centre position at We One?
You can apply for the Assistant Manager - Trade Finance - Credit Analysis - Global Service Centre position at We One directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about We One on their website.