Managing Director – Leveraged Finance Execution Leader

Role Overview

• Lead and manage the Leveraged Finance – Execution platform
• Assist in setting policy and strategy
• Oversee workflow and develop/mentor team members
• Supervise team’s execution of financial sponsor and leveraged financing transactions
• Manage due diligence and underwriting activities for major clients
• Serve as senior escalation point for complex or high-profile transactions
• Oversee deal screening, credit approvals, and client onboarding
• Negotiate credit agreements and legal documentation
• Partner with various teams to deliver competitive financing solutions
• Work with Credit to manage portfolio credit risk
• Stay updated on market developments in sponsor financing

Requirements

• Minimum of 15 years of experience in Leveraged Finance
• Comprehensive understanding of leveraged finance markets and trends
• Experience in deal execution in time-sensitive situations
• Historical & projected financial analysis
• Risk identification & mitigation
• Knowledge of legal and regulatory landscape for leveraged and sponsor lending
• Demonstrated team leadership experience
• Proven track record of managing high performing teams
• Bachelor’s Degree; MBA or CFA preferred
• Registered Series 7, 63 and/or 79

Benefits

• health insurance coverage
• wellness program
• life and disability insurance
• retirement savings plan
• paid leave programs
• paid holidays
• paid time off (PTO)