Date Posted: 09/18/2026
Hiring Organization: Rose International
Position Number: 507737
Job Title: Senior Counterparty Credit Risk & Credit Review Specialist
Job Location: Boston, MA, USA, 02110
Work Model: Onsite
Shift: Standard hours
Employment Type: Permanent
FT/PT: Full-Time
Min Hourly Rate($): 70.00
Max Hourly Rate($): 80.00
Must Have Skills/Attributes: Banking/Financial, Commercial Banking, Market Risk, Regulatory Compliance, Risk Management, Underwriting
Experience Desired: Commercial credit experience (8 yrs); Direct lending, underwriting, workout, credit review, risk management, and/or regulatory (8 yrs); Credit analysis, project management and leadership skills (5 yrs)
Required Minimum Education: Bachelor’s Degree
**C2C is not available**
Job Description
Multiple Locations: (Hybrid - 4 days onsite)
Boston, MA, US
Charlotte, NC, US
East Hartford, CT, US
Newark, DE, US
Pennington, NJ 08534, US
Plano, TX, US
Providence, RI, US
Required Education:
• Bachelor’s Degree with a preference in finance, accounting, economics or other business concentration
Required Qualifications:
• Minimum of 8 – 10 years of commercial credit experience (direct lending, underwriting, workout, credit review, risk management, and/or regulatory)
• Solid understanding of counterparty credit risk concepts such as limits framework, exposure metrics, margin practices, risk sensitivities, stress testing, trading agreements (ISDA/CSA) etc.
• Ability to support conclusions through fact-based analysis and ability to influence senior leaders
• Excellent credit analysis, project management and leadership skills
• Experience in risk management, lending and/or regulatory agencies
• Strong organizational and communication skills, both written and verbal
• Ability to manage multiple complex tasks while delivering high-quality results
• Data manipulation and analysis skills
• Experience with leading without authority
Desired Qualifications:
• 10+ years of direct counterparty credit risk, market risk, or credit portfolio management experience, preferably within Hedge Funds, Prime Brokerage or Regulated Funds businesses
• Demonstrated experience in identifying, assessing, and reporting on existing and emerging risks
• Experience with direct applicability to Credit Review responsibility
• Ability to coach/mentor new or less experienced associates
• Proficiency in Excel
• Experience using AI tools to enhance productivity and workflow efficiency
Required Skills:
• Audit Planning
• Financial Analysis
• Internal Audit Review
• Risk Management
• Underwriting
• Business Acumen
• Credit and Risk Assessment
• Critical Thinking
• Issue Management
• Portfolio Analysis
• Analytical Thinking
• Regulatory Compliance
• Relationship Building
• Stakeholder Management
We are looking for a Portfolio Specialist to join our dynamic, high-energy Credit Review team supporting review of credit portfolios consisting of Counterparty Credit Risk exposure (e.g., Hedge Funds, Asset Managers, Central Counterparties etc.) and Structured Financing Transactions globally.
Position Summary:
• Credit Review provides an independent assessment of credit decisions and the effectiveness of credit processes across the bank’s credit platform, identifies existing and emerging risks, and reports its findings to various stakeholders, including executive management, the Board of Directors or committee thereof, external auditors and regulatory agencies.
• The Portfolio Specialist works together with the Credit Review Portfolio Manager(s) to establish and execute a risk-based coverage plan for a specific portfolio(s) or set of portfolios for assessing the quality of credit decisioning and the effectiveness of credit processes and policies.
• Key responsibilities include executing transaction reviews, leading examinations as an Examiner-in-Charge (EIC) or Assistant Examiner-in-Charge (AEIC), secondary reviews of transaction testing completed by other examiners and issues management. Manages field work capacity for exams to ensure accurate and timely execution of Credit Review examinations. Coaches, mentors, and reviews the work product of new or junior team members.
• Establishes working relationships with relevant Risk and regulatory partners to facilitate ongoing dialogue of key issues and emerging risks. Additionally, assist the Portfolio Manager(s) in preparing quarterly Business Assessment Reports and Coverage Plans; maintains awareness of current economic trends and its impact on credit portfolios.
Responsibilities:
• This job is responsible for working with Portfolio Manager(s) to establish and execute a risk based coverage plan for a specific portfolio or set of portfolios.
• Key responsibilities include leading examinations as an Examiner-in-Charge or Assistant Examiner-in-Charge, executing transaction reviews, secondary reviews of transactional testing completed by others, and issues management.
• Job expectations includes managing field work capacity for exams to ensure accurate and timely execution of Credit Review examinations including work product of new or less experienced team members.
• Participates in exam activities and/or periodically serves as an Examiner-in-Charge , Assistant Examiner-in-Charge or Examiner
• Performs transactional testing of credit process execution for new and existing clients, providing direct and timely feedback on transactional reviews
• Provides assistance on portfolio reporting as needed and engages in stakeholder discussions alongside the Portfolio Manager
• Tracks and follows observations from exams and testing
• Provides regulator updates on results, and responds to inquiries
• Engages with Corporate Audit to ensure ongoing awareness of review activity, coordination, and ongoing risk assessment
• Manages issues, including approval of issue severity ratings, action plans, ongoing issue status tracking, and oversight of issue validation
• Drive a culture of continuous improvement by leading or participating in complex or multiple projects
• Produce quality, timely work
• Maintain well-written, easy to follow work papers in accordance with Credit Review guidelines and best practices
Overview:
• We are guided by a common purpose to help make financial lives better through the power of every connection.
• We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
• Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success.
• This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
• We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
• We are is committed to an in-office culture that supports collaboration, engagement, and career development.
• Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
• You can build a successful career with opportunities to learn, grow, and make an impact. Join us! - **Only those lawfully authorized to work in the designated country associated with the position will be considered.**
- **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**
Benefits:
For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website.
California Pay Equity:
For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.
Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.
If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department.
Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).
Rose International has been great to me. I thank everyone there for all of their hard work; it has not gone unnoticed.
Melody, Consultant
The interactions that I have had with your representatives have always been prompt and very professional. I am very pleased and impressed with your company and services.
Sioe, Consultant
Any time I did have a question and called, the phone was always answered, and my question/concern was immediately resolved.
Sally, Consultant
Rose International maintained good communication during assignments and are very informative through email and phone calls.
Sade, Consultant
You are customer service oriented. No matter whether it was the Recruiter or someone in Human Resources/Payroll, you were responsive. That to me is key!
Tonya, Consultant
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