Manager, Loan Portfolio Diligence - Debt Advisory
Core
Deliver complex loan portfolio diligence engagements for private financing deals, including warehouses, asset-based lending, forward flow transactions, portfolio sales, acquisitions, risk transfers, and public securitisations.
Role type
Manager, Loan Portfolio Diligence (Debt Advisory)
Builds
Loan-level due diligence, re-underwriting, data verification, AUP testing, and investor reporting for structured finance transactions.
Domain
Structured finance, credit risk, debt advisory
Required skills
loan portfolio analysis, credit risk assessment, structured finance knowledge, loan underwriting, project management, team leadership, client relationship management, AUP testing, investor reporting review, policy alignment assessment
Preferred skills
background in professional services or banking, experience in lending institutions, thought leadership creation, internal methodology development
Technologies
none stated
Responsibilities
Manage and deliver loan-level due diligence, re-underwriting, and data verification for private securitisation transactions; Review and interpret credit files, servicing data, and loan documentation to assess credit quality; Oversee the review of lending policies and alignment with credit risk appetite; Take ownership of AUP testing for public securitisations, including planning, execution, and quality control; Oversee the review of investor reporting to assess accuracy and produce recommendations; Act as a key point of contact for clients during transaction delivery; Coordinate with internal teams and external stakeholders to manage project timelines, budgets, and deliverables; Contribute to business development efforts by creating thought leadership materials; Support the development of internal methodologies, tools, and training materials.