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  • Analyst, Investment

    1 month ago


    Boca Raton, United States Newmark ltd Full time

    Job Description: The Investment Analyst will be part of the Newmark Florida team who was most recently ranked the #1 Multifamily Brokerage Firm in the state. The Investment analyst will work closely with Brokers and Associates to provide financial analysis, underwriting, market research and assist in the creation of marketing collateral for the sale of...

Associate Underwriter

2 months ago


Boca Raton, United States New York State Insurance Fund Full time

Job Description: wiZeHR has been retained to search for a high achieving, client focused underwriter who would thrive on learning, collaborating, and tackling challenges head-on, and be part of a culture where every idea counts and every contribution matters. This financial services organization ensures that every team member is valued and supported with professional and personal growth through excellent training, development programs, supportive networks, comprehensive benefits, wellness, and personal finance initiatives, as well as mindfulness programs. Position Summary: The ideal candidate in this role will be responsible for evaluating and assessing loan applications, analyzing financial data, conducting risk assessments, and making sound recommendations for loan approvals. They will also be responsible for conducting market research, staying up to date with industry trends, and collaborating with cross-functional teams. Key Responsibilities: ·

Risk Assessment -

Analyzing and evaluating the risks associated

with potential clients. ·

Data Analysis -

Reviewing financial statements, reports, and other relevant data to assess the level of risk. ·

Documentation -

Ensuring all decisions are well-documented and maintaining accurate records for future reference. ·

Compliance -

Adhering to regulatory and company guidelines to ensure all underwriting practices are compliant with legal standards. ·

Collaboration -

Working closely with other departments cohesively. ·

Training and Development -

Staying updated with industry trends, regulations, and new underwriting practices, participating in professional development opportunities. ·

Risk Mitigation -

Implementing strategies to mitigate potential risks. Competencies: ·

Ethical Judgment and Integrity -

Upholding high ethical standards and ensuring compliance with regulatory requirements. ·

Analytical Skills and Attention to Detail -

Ability to evaluate financial data ensuring accuracy, risk factors, and other relevant information to make informed decisions and policy documentation. ·

Critical Thinking -

Ability to think logically and make sound judgments based on complex information. ·

Communication Skills -

Clear and effective communication skills ·

Client Service Orientation

- Commitment to providing excellent service and maintaining positive relationships. ·

Organizational Skills -

Efficiently managing multiple tasks and priorities in a fast-paced environment. ·

Problem-Solving Abilities -

Identifying issues and developing effective solutions to complex underwriting challenges. ·

Continuous Learning -

Staying updated with industry changes, regulatory updates, and new underwriting practices. Requirements: ·

Bachelor’s degree in finance, economics, or a related field

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