Senior Portfolio Manager, Lender Finance

Major Duties & Responsibilities

• Monitor assigned portfolio of lender finance credit facilities focusing on borrower's financial performance via a variety of borrowing base (“BB”) and other financial reports.
• Lead agented LF transactions for accuracy and completeness, addressing any deficiencies in the BBs.
• Monitor and analyze performance of underlying collateral assets supporting BBs.
• Establish and maintain monthly/quarterly reporting and covenant ticklers post-closing, upon review of legal documentation.
• Review monthly and quarterly BB’s and compliance certificates to ensure accuracy and completion.
• Participate in annual or other interim lender update/ due diligence calls related to assigned credits.
• Maintain borrower credit files and credit administration on Bank’s platform.
• Ensure appropriate borrower risk rating for assigned credits.
• Prepare internal portfolio review memos to senior credit executives including quarterly dashboards and annual reviews as well as assist on internal and external audit reviews.
• Prepare and execute all amendments/waivers for existing borrowers including review of legal documentation.
• Work on projects related to improvement of the Group’s portfolio management/monitoring process as needed.

Qualifications

• A BS/BA, preferably in Business, Finance, Accounting, Economics, or a related business field.
• 7-10 years of work experience in a Finance/Banking-related position.
• Strong analytical skills and proficiency with financial statements and models.
• Ability to work well with others and on teams.
• Ability to work in a fast-paced environment.
• Superior written and verbal communication skills.
• Highly Proficient in Microsoft Office, including Excel, Word, and PowerPoint.
• Portfolio management experience at an investment bank or other financial institution.
• Middle market leveraged loan experience.
• Experience working for an institution that has been a Lead agent in lending transactions.
• Financial modeling experience.
• Graduate of a formalized credit training program.

Pay

The estimated base salary range for this position is $175,000.00 to $185,000.00 annually. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.