Vice President - Structured Products Team

About the role

This is a hands-on management role that requires the team member to be able to manage, support and guide a team who analyzes and maintains a range of complex structures, loan security types and lifecycle events in support of product administration functions and reporting preparation.

Responsibilities

• Overall responsibility for client relationships and meetings
• Provide technical accounting/industry knowledge to clients
• Be involved with the preparation of client service plans including annual budget
• Establish plan for new client setup and transitions
• Review credit agreements and other loan documentation to ensure proper setup and processing in the loan system
• Monitor accurate processing of loan lifecycle activities
• Work with team to identify, investigate and solve for accrual, position, and cash breaks to Loan Servicers and Agents
• Collaborate with internal teams to streamline and enhance processes
• Ensure the client service level agreements are closely monitored and monthly deliverables are met timely, accurately and completely
• Maintain standard processes within a robust control environment, with an eye to continually improving or modifying the same to support assigned clients
• Support / conduct training of new hires in standard processes including those without experience in loan products
• Prepare ad hoc reports as needed
• Assist in management of special projects as needed

Qualifications

• Bachelor’s Degree from an accredited college or university
• Professional Accounting/Finance designation considered an asset (CFA, CPA)
• 8+ years experience in Financial Services, Structured Products, Loan Administration and/or Loan Agency
• Experienced in a range of debt product types including, but not limited to, syndicated, bilateral, direct lending originations, commercial real estate loans, letters of credit
• Experienced in maintaining a control environment and adhering to standard operating procedures
• Successful record of delivering large scale business/technology reengineering initiatives
• Strong leadership skills and supervisory experience of other professionals
• Strong project management skills with attention to detail and proven ability to multi-task
• You are flexible and comfortable adapting to fluid operational requirements and deliverables
• Knowledge of US Generally Accepted Accounting Principles and other comprehensive basis of accounting
• Knowledge of Sentry PM is preferred
• CLO and/or Collateral Administration experience is preferred
• Ability to manage time effectively, set priorities and meet deadlines
• Strong proficiency with Microsoft Office suite, especially Excel