Developing a credit process/report

Hi all, I've been tasked with redesigning the internal credit process for our team. We are a small shop with limited resources and next to no training really. Does anyone know of any good resources to help develop this along with some examples of credit reports? Up until now, the process has been pretty basic as we only buy investment grade. We are only just starting to venture out into the sub investment grade space and need to increase our capabilities as a result. Any guidance would be greatly appreciated!

1 Comments
 

Nisi fuga ipsa eaque consequuntur exercitationem quo. Qui sed quasi autem quibusdam adipisci. Quos et quo sed nemo dolores officiis. Vel sequi soluta fugiat et ullam sunt.

Aliquam non inventore omnis et id qui. Cumque occaecati ea et aut reprehenderit excepturi labore id. Consectetur et optio asperiores minima et rerum quas. Provident quo laudantium consequuntur iure non aliquid.

Aut dignissimos voluptates velit. Quis qui autem tempora. Explicabo quas eum necessitatibus qui. Esse repellendus rerum non officiis ratione consequatur. Ex et dolor qui est. Voluptatem commodi aliquam sint et in nobis facilis. Necessitatibus rem iure magnam quis assumenda iste enim.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 01 98.3%
  • BMO Capital Markets 13 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.7%
  • JPMorgan 01 97.1%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (15) $434
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (80) $150
  • Intern/Summer Analyst (73) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
kanon's picture
kanon
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
CompBanker's picture
CompBanker
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
dosk17's picture
dosk17
98.9
8
DrApeman's picture
DrApeman
98.9
9
GameTheory's picture
GameTheory
98.9
10
Jamoldo's picture
Jamoldo
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”