Key skills
Communication
About this role
Role Overview
- Gather and analyze all relevant financial and industry data for high value clients or prospects
- Model future financial performance of clients and prospects, including downside scenarios
- Serve as a thought leader on the deal team, guiding Business Partners/Bankers/Relationship Managers in structuring transactions
- Perform enhanced leveraged cash flow due diligence, when appropriate
- Prepare a thorough credit underwriting document, drawing on experience and deep industry expertise to proactively identify credit risks and mitigants
- Ensure compliance with all relevant regulations including Know Your Customer (KYC)
- Lead the approval process for lending commitments, amendments, waivers, and consents
- Monitor accounts/ongoing financial performance of portfolio to track covenant compliance
- Establish and maintain strong client relationships and industry expertise
- Conduct presentations and site visits as appropriate to monitor business conditions and/or identify new opportunities
- Provide guidance and feedback to Analysts, Associates, and Vice Presidents as appropriate
Requirements
- Minimum of 7 years commercial underwriting, credit, banking and/or financial services experience (required for SVP PM role)
- Minimum of 5 years of commercial underwriting, credit, banking, and/or financial services experience (required for VP PM role)
- Competent with Microsoft Office and the ability to learn and effectively utilize other technology applications (required)
- Strong competence in financial analysis and modeling (required)
- Strong ability to gather relevant research, analyze data, and concisely synthesize large amounts of information in order to accurately assess corporate creditworthiness and create a detailed and thorough underwriting package (required for SVP PM role)
- Well established ability to gather relevant research, analyze data, and concisely synthesize large amounts of information in order to accurately assess corporate creditworthiness and create a detailed and thorough underwriting package (required for VP PM role)
- Proficient in structuring meaningful and appropriate financial covenants for syndicated debt facilities (required for SVP PM role)
- Experience structuring meaningful and appropriate financial covenants for syndicated debt facilities (required for VP PM role)
- Experience managing the left lead /administrative agent role in complex syndicated deals (required for SVP PM role)
- Developing experience managing the left lead /administrative agent role in syndicated deals (required for VP PM role)
- Demonstrated ability to drive client discussions during negotiations and act as point person for running deal execution from start to finish (required for SVP PM role)
- Ability to lead discussions with clients during negotiations and act as primary lending representative on deal execution, leveraging senior leaders as appropriate (required for VP PM role)
- Extensive knowledge of business and legal elements of credit agreements, and the ability to manage counsel and lead through document negotiations on agented transactions (required for SVP PM role)
- Knowledge of business and legal elements of credit agreements, and the ability to work with counsel and collaborate through document negotiations on agented transactions (required for VP PM role)
- Sophisticated understanding of banking and investment banking products and services and current market dynamics, trends, and terms (required for SVP PM role)
- Solid understanding of banking and investment banking products and services and current market dynamics, trends, and terms (required for VP PM role)
- Strong and well-polished presentation and communication skills, with the ability to collaboratively influence and challenge with impact (required for SVP PM role)
- Effective and polished presentation and communication skills, with the ability to collaboratively influence and challenge with impact (required for VP PM role)
- Ability to plan, multi-task, manage time effectively, and lead work and deal teams independently (required for SVP PM role)
- Ability to plan, multi-task, manage time effectively, and lead work independently with limited direction (required for VP PM role)
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Incentive compensation eligibility