You will likely have the following qualifications to succeed in this role:

• Bachelor's degree
• Strong willingness to learn, positive attitude, and a drive to succeed in this role and beyond
• A client-focused mindset with a 'can-do' attitude
• Strong communication and influencing skills, with an ability to build long-term workplace relationships
• Proven experience in similar positions, working with international companies and identifying product opportunities with corporate clients and seeing them through to a successful implementation
• Ability to prioritise and manage multiple projects & engagements
• Strong corporate banking product knowledge across Treasury/Cash Management, Foreign Exchange Trade Finance, and Capital Markets
• Understanding of regulatory and compliance processes
• Credit underwriting knowledge and experience
• Strong Windows capabilities; Excel, PowerPoint, Word, Outlook
• FINRA SIE, Series 63, and Series 79 licences are required. A contingency period to obtain licences can be provided at the discretion of the manager.

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Key responsibilities include:

• Delivering the business strategy with strong knowledge of Corporate & Institutional Banking priorities, with a focus on oil, gas, and energy finance.
• Building strategic and valued relationships with customers, applying knowledge to provide value-add advice and assistance.
• Adhering to HSBC policies, procedures, and control requirements and raising any concerns about actual or potential issues promptly.

You will have the following qualifications to succeed in this role:

• Strong commercial banking underwriting background, with deep expertise in sector-led trade finance (Oil & Gas, Chemicals, Electric Power) and broader corporate banking solutions for Large Corporate and Global Corporate clients.
• Strong energy finance structuring and credit underwriting experience.
• Thorough understanding of energy and general industries-associated credit and risk profile of respective transactions.
• Ability to analyse situations effectively and make well-thought-out decisions.
• Proven leadership skills, including coaching, motivation, and communication skills to inspire others.
• Strong teamwork skills, promoting an environment of cooperation and trust, overcoming resistance where encountered.
• Strong analytical and financial skills.
• Excellent prioritising, organisational, and time management abilities.
• Excellent verbal and written communication skills.

As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package, including a robust Wellness Hub, all in a welcoming and inclusive work environment.

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In this role, you will leverage your expertise in private credit transactions and analysis, including direct lending, unitranche facilities, mezzanine financing, sponsored lending, middle market credit underwriting, loan documentation and structuring, covenant negotiation, collateral analysis, portfolio monitoring, distressed and special situations investing, asset-based lending, and recovery analysis to support the training of AI systems.

You will collaborate with technical teams to refine annotation tools and curate impactful data, ensuring our models effectively capture real-world private credit market dynamics.

This role requires adaptability, strong analytical skills, and a passion for driving innovation in a fast-paced environment.

Responsibilities:

• Utilize proprietary software to provide accurate input and labels for private credit projects, ensuring high-quality data for AI model training.
• Deliver curated, high-quality data for scenarios involving direct lending transactions, credit underwriting and analysis, loan structuring, covenant negotiation, sponsor due diligence, portfolio company monitoring, collateral valuation, distressed debt investing, and special situations analysis.
• Collaborate with technical staff to support the training of new AI tasks and contribute to the development of innovative technologies.
• Assist in designing and improving efficient annotation tools tailored for private credit investment data.
• Select and analyze complex problems in private credit markets aligned with your expertise to enhance AI model performance.
• Interpret, analyze, and execute tasks based on evolving instructions, maintaining precision and adaptability.

Basic Qualifications:

• Professional experience in private credit or related fields (e.g., credit analyst, underwriter, portfolio manager, or investment professional at direct lending funds, BDCs, credit-focused private equity firms, or specialty finance companies).
• Proficiency in reading and writing informal and professional English.
• Strong communication, interpersonal, analytical, and organizational skills.
• Excellent reading comprehension and ability to exercise autonomous judgment with limited data.
• Passion for technological advancements and innovation in private credit markets.

Preferred Skills and Experience:

• Relevant certification or advanced training (e.g., CFA, CAIA, FRM or similar finance-related certification).
• Experience mentoring or training others in private credit practices, such as credit underwriting, loan structuring, covenant analysis, or portfolio monitoring.
• Comfort with recording audio or video sessions for data collection.
• Familiarity with AI or data annotation workflows in a technical setting.

Location and Other Expectations:

• Tutor roles may be offered as full-time, part-time, or contractor positions, depending on role needs and candidate fit.
• For contractor positions, hours will vary widely based on project scope and contractor availability, with no fixed commitments required. On average most projects may involve at least 10 hours per week to achieve deliverables effectively though this is not a fixed commitment and depends on the scope of work. Contractors have full flexibility to set their own hours and determine the exact amount of time needed to complete deliverables.
• Tutor roles may be performed remotely from any location worldwide, subject to legal eligibility, time-zone compatibility, and role specific needs.
• For US based candidates, please note we are unable to hire in the states of Wyoming and Illinois at this time.
• We are unable to provide visa sponsorship.
• For those who will be working from a personal device, your computer must be a Chromebook, Mac with MacOS 11.0 or later, or Windows 10 or later.

Compensation and Benefits:

US based candidates: $45/hour - $100/hour depending on factors including relevant experience, skills, education, geographic location, and qualifications. International candidates: Information will be provided to you during the recruitment process.

Benefits vary based on employment type, location and jurisdiction. Benefits for eligible U.S. based positions include health insurance, 401(k) plan, and paid sick leave. Specific details and role specific information will be provided to you during the interview process.

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A key part of your contribution will involve continuously enhancing our underwriting policies and processes to ensure risk assessment quality while improving efficiency. You will combine local market expertise with advanced underwriting practices to ensure robust risk assessment and portfolio health.

As a global organization, Jeeves is committed to building a team as diverse as the companies we serve. Jeeves is a global company and English is the language we use internally to communicate between regions therefore, fluency in English is required for this position.

In this role, you will:

• Be responsible for underwriting commercial loans for new and existing customers leveraging provided software cutting-edge models and alternative data to assess businesses of various scales.

• Conduct in-depth analysis of financial statements (Balance Sheet, P&L, Cash Flow) to determine debt service capacity, leverage, and liquidity positions.

• Prepare comprehensive credit memos and present recommendations to the Credit Committee, clearly articulating key risks, mitigants, and structuring rationales.

• Structure complex credit facilities, including recommending appropriate covenants, collateral requirements, and terms that align with the borrower's risk profile.

• Assist team members in evaluating new data sources in Colombia.

• Provide input for improving efficiency for the underwriting team.

• Establishes rapport; maintains and grows important relationship within the portfolio.

Requirements:

• 5+ years in credit underwriting, with experience in commercial credit risk in the Colombian market.

• Solid understanding of the Colombian regulatory landscape (e.g., SARLAFT) and legal frameworks regarding commercial lending, guarantees, and collateral enforcement.

• Expertise working with local credit bureaus (e.g., DataCrédito, TransUnion) and interpreting local tax/legal documents (Rut, Cámara de Comercio, Declaración de Renta).

• Advanced proficiency in financial modeling and 'spreading' financial statements; ability to reconstruct cash flows from raw data.

• Understanding of how risk models operate and how to explain components of underwriting assessment.

• Must have the ability to conduct research into borrowers and industries to be abreast with factors that may affect profitability and the borrower’s ability to repay loans.

• Demonstrated ability to work well with internal sales teams and balance need for prudent underwriting and following guidelines with a mindset and bias to enable growth.

• Experience with corporate credit cards, payments, lending, or related industries.

• Intellectual curiosity.

• Excellent written and verbal communication skills conducted in English.

• Strong interpersonal skills to develop and maintain internal and external relationships within their portfolio.

• Experience in high growth startups preferred.

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The credit risk operations team is responsible for conducting credit risk assessments, underwriting small and mid-size users, and proposing mitigation strategies that enable Stripe to take smart risks for our users.

Responsibilities:

• Work with merchants to evaluate their business models and financial statements
• Help manage Stripe's portfolio by developing a deep understanding of risk across industries, geographies, and operating models
• Identify differing risks of complex business models and enforce appropriate loss mitigation actions based on your assessment
• Utilize analytics to optimize strategies which can be enforced across Stripe's portfolio
• Identify risk factors and trends and further report these identifiers to the wider risk team to ensure consistency in partnership
• Identify gaps in current systems, policies and strategies, and recommend enhancements and process improvements

Requirements:

• A minimum of 1+ years of experience with knowledge of commercial credit underwriting, financial risk modeling and cash flow forecasting
• Ability to transform business and financial data into a cohesive narrative that outlines potential credit risks
• Strong knowledge of accounting principles and comfort with evaluating financial statements and business models across a range of industries
• Analytical thinking and problem solving skills
• Process-oriented mindset and ability to get things done
• Ability to prioritize and enjoy working in a quick-moving environment
• Humble and proven track record for working well across teams and with external partners

Preferred qualifications include proficiency in SQL or other data analysis tools and the ability and desire to challenge the status quo.

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Responsibilities:

• Work directly with our top merchants to evaluate their business models and financial statements
• Provide tailored credit risk recommendations that mitigate Stripe's exposure, while facilitating partner company growth
• Help manage the portfolio by developing a deep understanding of risk across industries, geographies, and operating models
• Deliver insights to support senior management decisions, ranging from onboarding strategies to merchant pricing analysis
• Support the refinement of tools and processes to help the team deliver on key performance indicators, such as credit loss targets or portfolio coverage metrics
• Work with internal and external partners to support merchants around the world

Requirements:

• 3+ years of relevant experience with knowledge of commercial credit underwriting, financial risk modeling, and cash flow forecasting
• Bachelor's degree in Finance, Economics, Statistics, or other related fields
• Strong knowledge of accounting principles and comfort evaluating financial statements and business models across a range of industries
• Ability to transform business and financial data into cohesive narratives that outline potential credit risks and present dynamic mitigation strategies
• Strong written, verbal, and analytical skills
• Attention to detail while managing priorities in a fast-paced environment
• Ability to comfortably interact with the CFOs and CEOs of our top merchants
• Deep empathy for entrepreneurs running a business, and are motivated to solve problems to empower them

Preferred Qualifications:

• Strong technical expertise, including demonstrated experience with SQL
• Strong data visualization skills and a passion for data and analysis
• Experience working in tech, or other fast-paced, high-growth environments

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