Credit Portfolio Manager - Global Family Office (GFO)
Core
Manages credit product risk and profitability for a portfolio of credit clients, monitors loan performance, and supports Relationship Managers through financial/credit analysis and underwriting.
Role type
Credit Portfolio Manager
Builds
Credit facilities and loan portfolios for Family Office clients
Domain
Wealth Management / Corporate Banking
Required skills
Credit risk analysis, Financial statement analysis, Investment portfolio evaluation, Legal documentation coordination, Covenant monitoring, Pricing strategy, Client financial projections, Credit memoranda preparation
Preferred skills
Knowledge of industry laws and regulations, Analytical skills, Communication skills, Personal computer skills
Technologies
Financial spreadsheets
Responsibilities
Manages credit product risk and profitability for a portfolio of credit clients and monitors loan performance to ensure that loan quality adheres to guidelines. Supports Relationship Managers through financial/credit analysis and credit underwriting. Researches and analyzes pertinent financial statements and investment holdings/portfolios. Prepares and presents written credit memoranda for credit approval. Coordinates preparation and execution of legal documentation in conjunction with Associate Banking Advisor and Relationship Manager. Implements appropriate pricing and covenants on credit facilities and monitors covenant compliance. Travels to client locations as required and participates in virtual client meetings. Trains, mentors and guides Rotational Development Program (RDP) Partners and less experienced analysts.
Seniority
Mid-level, hands-on IC