Associate, Sponsor Credit – Technology Finance

Role Overview

• In partnership with a senior portfolio manager, assist with portfolio management and credit underwriting activities for an assigned portfolio of technology-focused and primarily sponsor-backed clients, including performing transaction due diligence, financial analysis and modeling, credit analysis and monitoring, industry analysis, enterprise valuation, and credit memoranda preparation
• Engage in regular client interaction and relationship management with CEO, CFO and private equity sponsor for assigned portfolio.
• Collaborate with internal partners in commercial and investment banking to develop and execute on relationship plans, and join meetings when relevant
• Review credit agreements and other relevant loan documentation while assisting with legal diligence and negotiation.
• Over time, develop a proficiency in structuring, negotiating and documenting facility agreements
• Regularly present credit and financial analysis to business leadership and independent risk management (IRM) in a variety of forums, including recurring portfolio reviews, pre-screen discussions and credit/approval committees.
• Develop strong and proficient written and verbal presentation skills
• Participate in business and enterprise-wide strategic initiatives, including ad-hoc specialized projects that arise from time to time to improve and enhance the efficiency and effectiveness of the team
• Collaborate with peers and functional partners and develop internal relationships that will facilitate and enhance your role effectiveness.
• As generative AI tools proliferate, leverage internal AI platforms to improve efficiency and apply best practices

Requirements

• 2+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Experience in sponsor finance at a commercial bank, investment bank or finance company
• Excellent proficiency in accounting and financial modeling
• Strong analytical skills, with heightened attention to detail and accuracy
• Strong verbal and written communication skills
• Ability to work in a fast-paced, deadline-driven environment

Benefits

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement