Associate, Portfolio Management - Corporate Finance

About the role

This position offers the opportunity to help manage a dynamic multi-billion dollar corporate and leveraged finance portfolio across various verticals. You will work closely with our sponsor coverage teams and industry specific sector teams, risk management and our portfolio analytics team. The position requires a self-starter who is able to independently analyze credit, contribute to deal processes and projects, while operating at various levels of seniority in different situations.

Responsibilities

• Support the senior bankers with all aspects of managing a large portfolio of pro rata and senior secured loans primarily to sub-investment grade clients.
• Aid deal team in preparation of borrower analytics including financial updates, financial modeling, credit approval packages, market comparables and quarterly reporting statements.
• Ongoing portfolio management responsibility for a group of selected accounts – monitoring and tracking credit performance, executing amendment requests, maintaining collateral files, etc.
• Identify new business opportunities with existing clients.
• Assume key role in handling internal system processing and KYC/CDD data gathering and processing as needed.
• Review legal documentation and assist deal team in the timely closing and funding of waivers, amendments and upsized commitments.
• Collaborate with Origination, Risk Management, Compliance and Loan Operations team

Qualifications and Competencies

• Bachelor’s Degree in Economics / Finance / Accounting / Mathematics with excellent results.
• An advanced degree and/or a CFA is a plus.
• Experience working for a US regulated bank and are familiar with all aspects of Fed / OCC requirements.
• Previously received formal credit training and have a solid understanding of cash flow financing transactions.
• 3+ years of corporate and/or leverage lending, or loan portfolio management experience.
• Excellent understanding of accounting statements & principles.
• Corporate finance background – financial market experience is necessary.
• Understand debt structuring and able to make recommendations when appropriate.
• Basic understanding of legal documentation.
• Excel spreadsheets: three-statement financial modeling skills are a must.

Pay

Salary Range: $130,000-$175,000

Benefits

• Comprehensive health benefits
• A generous 401k savings plan
• Competitive PTO
• Adoption, surrogacy, and fertility services
• Student debt assistance
• Subsidies for expenses associated with commuting and fitness