Head of Credit Underwriting - Specialty Finance

Overview

This role is open to working remotely in the United States.

This position leads credit underwriting on the Specialty Finance team. The team creates and manages specialty finance insurance solutions, including collateral protection, residual value, and portfolio insurance. Credit Research is central to evaluating and pricing these solutions, translating quantitative data analysis into insights that drive business results.

Responsibilities

• Drive credit analysis for innovative specialty finance solutions by developing and applying methodologies to evaluate risk and return, bridging traditional asset-oriented approaches with product-focused views.
• Identify risk and return drivers, develop and model forward-looking scenarios, analyze relative value, and provide recommendations for pricing credit aspects of specialty finance solution products.
• Communicate analysis and recommendations through written reports, presentations, discussions, and meetings with internal and external partners.
• Contribute to the establishment and implementation of a risk appetite, budget, and limit framework for specialty finance solutions, leveraging and appropriately adjusting existing frameworks.
• Design, implement, and monitor credit underwriting and operating manuals for the specialty finance venture, incorporating input from internal and external partners.
• Build relationships with internal and external partners to identify and assess new product opportunities.
• Partner with accounting, legal, regulatory, and rating agency teams to structure specialty finance products effectively and efficiently.
• Design, implement, and monitor performance and risk measurement tools and reporting for the specialty finance venture.
• Monitor, review, and evaluate industry, economic, and regulatory trends impacting specialty finance products.
• Enhance the team’s overall approach to evaluating and managing specialty finance opportunities, including evaluation frameworks, underwriting guidelines, and ongoing management.
• Perform other responsibilities as assigned.

Reporting Relationships

• Reports to VP, CRO Specialty Finance.

Requirements

• Bachelor’s Degree.
• 8 to 12 years of related investment experience.

Knowledge, Skills, and Abilities

• Conversant in fixed income and equity valuation methodologies.
• Conversant in return on capital based analysis.
• Expert credit research professional.
• Advanced understanding of credit research tools and processes.
• Proficient in Excel; Bloomberg experience is a plus.
• Demonstrated leadership potential.
• Curiosity and ability to apply risk and return principles to innovative products.
• Strong verbal and written communication.
• Organized, detail-oriented, and process-oriented.
• Analytical and problem-solving capabilities.
• Well-developed negotiating skills.
• Positive, hardworking, proactive, and professional; highly collaborative and team oriented.
• Critical and creative thinking; comfortable expressing opinions to peers and executive leaders.
• Decisive with strong judgment.
• Self-starter able to work independently.
• Responsive, reliable, and timely.
• Ability to handle pressure and manage multiple tasks and projects simultaneously.
• Ability to coordinate and work across multiple groups.

Preferred Qualifications

• MBA, MS or MA in business administration, economics, finance, or CFA preferred.

Compensation & Benefits

Salary Range

• National salary range for Senior Investment Professional - Specialty Finance - 112257: $171,750.00-$286,250.00
• Expected starting salary range for Senior Investment Professional - Specialty Finance - 112257: $171,750.00-$286,250.00

Placement within the starting salary range is determined by factors including skills, education, training, credentials, and experience; role scope/complexity and location; cost of labor in the market; and other conditions of employment.

Benefits

• Medical/dental/vision
• Life insurance
• Short and long term disability coverage
• Paid time off, with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date
• 9 paid holidays
• 8 hours of Lifetime paid time off
• 8 hours of Unity Day paid time off
• 401(k) with company match
• Company-paid pension plan
• Business casual attire

Location

• Remote in the United States.
• This position could be filled within any of the lower 48 U.S. states.

Additional Information

• Overtime eligibility: Not Eligible (Exempt).
• Working conditions: Normal office environment; some travel may be required.
• A valid credit check and/or background check will be required as part of the selection process due to fiduciary accountabilities.
• Applications are currently anticipated to be accepted until 11/08/2026; the posting may close sooner if a strong candidate slate is identified.

Equal Opportunity

The employer is an equal opportunity employer and prohibits discrimination and harassment. The employer provides equal employment opportunities to employees and applicants without regard to any protected characteristic under applicable law.

ADA / Essential Functions

The job duties described cover principal and essential functions of the position. Specific circumstances may allow or require some individuals to perform a somewhat different combination of duties.