Vice President, Portfolio Management – Financial Institutions, Insurance

• 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

• 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)

Demonstrates…