The VP, Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents
Gather and analyze all relevant financial data for, often high value, clients or prospects
Model future financial performance of clients and prospects, including downside scenarios
Demonstrate leadership in structuring transactions
Perform enhanced leveraged cash flow due diligence, when appropriate
Prepare a thorough credit underwriting document identifying credit risks and mitigants
Ensure compliance with all relevant regulations including Know Your Customer (KYC)
Manage the approval process for lending commitments, amendments, waivers, and consents
Review and properly maintain all necessary legal documentation
Monitor accounts/ongoing financial performance of portfolio
Establish and maintain direct client relationships.

Minimum 5 years of commercial underwriting, credit, banking, and/or financial services experience
Commercial and Industrial (C&I) underwriting strongly preferred
Competent with Microsoft Office and the ability to learn and effectively utilize other technology applications
Demonstrated competence in financial analysis and modeling
Well established ability to gather relevant research, analyze data, and concisely synthesize large amounts of information to accurately assess corporate creditworthiness
Experience structuring meaningful and appropriate financial covenants for syndicated debt facilities
Developing experience managing the left lead /administrative agent role in syndicated deals
Ability to lead discussions with clients during negotiations and act as primary lending representative on deal execution
Knowledge of business and legal elements of credit agreements and ability to work with counsel and collaborate through document negotiations on agented transactions
Solid understanding of banking and investment banking products and services and current market dynamics, trends, and terms
Effective and polished presentation and communication skills

Vice President, Portfolio Management – Commercial and Industrial Upper Middle Market

Key skills