Job summary
Job post source
This job is directly from Citizens
Job overview
The Private Bank PEVC Credit Analyst Team Lead at Citizens leads and mentors a team managing the Private Equity & Venture Capital credit portfolio, ensuring high-quality client service and portfolio risk management.
Responsibilities and impact
The role involves guiding and mentoring credit analysts, managing a portfolio of 275+ PEVC credit facilities, ensuring compliance and policy adherence, underwriting credit approvals, and fostering a collaborative team culture focused on continuous learning.
Compensation and benefits
Salary details are not specified but a recruiter will discuss pay if qualified; benefits likely include standard employment perks and equal opportunity policies.
Experience and skills
Requires a bachelor's degree (master's preferred), 3-5 years in commercial lending or portfolio management, strong credit analysis and structuring skills, and excellent communication and problem-solving abilities.
Career development
Opportunities include professional development through mentorship, continuous learning, and access to training and tools to accelerate career growth within a supportive environment.
Work environment and culture
Citizens promotes a customer-centric, inclusive, and respectful culture focused on collaboration and community involvement.
Company information
Citizens is a financial institution expanding its Private Banking and Wealth Management services, emphasizing growth in key markets and client loyalty.
Team overview
The candidate will lead a team of credit analysts across key markets including CA, NY, and MA, fostering a high-performing and collaborative environment.
Job location and travel
The position is based in Boston, MA at the Boylston Street office, with a standard Monday to Friday, 40-hour work week.
Unique job features
The role offers a unique player-coach leadership opportunity within a specialized PEVC credit product suite, managing a large portfolio and developing standardized procedures across the platform.
Company overview
Citizens Financial Group, commonly known as Citizens, is a prominent American bank headquartered in Providence, Rhode Island. The company offers a wide range of financial services, including retail and commercial banking products such as savings and checking accounts, loans, mortgages, and wealth management. Citizens generates revenue primarily through interest income from loans and fees for various banking services. Founded in 1828, the bank has a rich history of growth and acquisitions, including its significant expansion after being acquired by the Royal Bank of Scotland in 1988 and later becoming an independent public company again in 2014.
How to land this job
Position your resume to highlight leadership and mentorship experience, emphasizing your ability to guide and develop junior credit analysts in a high-performing team environment at Citizens Private Bank.
Focus on showcasing expertise in commercial lending, credit structuring, portfolio management, and risk analysis, particularly within private equity and venture capital credit products such as capital call lines and management company loans.
Apply through multiple channels including Citizens’ corporate career site, LinkedIn, and other reputable job boards to maximize your application’s visibility for the PEVC Credit Analyst Team Lead role.
Connect with current employees in the Private Bank or PEVC divisions on LinkedIn; initiate conversations by referencing recent company growth initiatives or asking about team culture and leadership expectations to build rapport.
Optimize your resume for ATS by incorporating keywords from the job description such as 'credit analysis,' 'portfolio management,' 'credit structuring,' 'risk monitoring,' and 'client relationship management' to ensure it passes automated screenings.
Leverage Jennie Johnson’s Power Apply feature to automate tailored applications, identify optimal application platforms, and find relevant LinkedIn connections, allowing you to focus on interview preparation and networking effectively.
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