What are the most important skills/qualities to have for a origination analyst

I’ve been looking at origination analyst positions. I was curious what are applications are used the most. Also what are the main indicators when originating debt, refinancing loan, extending construction loans etc. Are there any books/vids out there to learn more?

4 Comments
 
 
Most Helpful

Organization is key, especially if you're in a shop with a lot of deal flow. Additionally, I would say that the ability to switch gears and juggle multiple tasks without getting overwhelmed will be important. Nobody wants to work with a whiny analyst.

Underwriting debt financing is simple for the most part and the math shouldn't be anything you can't learn. However, coming in proficient at excel will help you to be a stand out and potentially get more worthwhile tasks assigned to you. When you land the job find a mentor in the office and ask questions.

 

Eum repellendus nulla excepturi et rem hic. Repellendus velit qui quae enim modi quasi et. Aut libero officiis eaque eligendi mollitia. Ab ut ut est est facere consequuntur. Voluptatem reiciendis architecto dicta ut amet repellat enim.

Career Advancement Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Goldman Sachs 01 97.9%
  • Morgan Stanley 07 97.3%

Overall Employee Satisfaction

September 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 03 98.9%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 07 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.3%

Total Avg Compensation

September 2026 Investment Banking

  • Vice President (16) $429
  • Associates (51) $260
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (26) $182
  • Intern/Summer Associate (15) $159
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $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
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
DrApeman's picture
DrApeman
98.9
6
GameTheory's picture
GameTheory
98.9
7
dosk17's picture
dosk17
98.9
8
Betsy Massar's picture
Betsy Massar
98.9
9
CompBanker's picture
CompBanker
98.9
10
Mimbs's picture
Mimbs
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...”