UHNW Lending Portfolio Management - Liquid Products (SBL) - Assistant Vice President
Core
Managing and maintaining the quality of a loan portfolio for Ultra-High Net Worth clients, including Securities Based Loans (SBL) and Life Insurance Loans.
Role type
Senior IC asset manager (lending)
Builds
Bespoke financing transactions for UHNW clients
Domain
Wealth management / UHNW lending
Required skills
credit analysis, financial statement analysis, collateral valuation, loan modification management, covenant compliance monitoring, risk rating, impairment analysis, portfolio reporting
Preferred skills
troubled debt restructuring, non-accrual loans management
Technologies
internal lending systems
Responsibilities
Managing modifications, renewals, and annual reviews of existing credit facilities; Producing credit memoranda outlining transaction structure and risk evaluation; Monitoring financial condition and performance of loan parties; Valuing collateral to advise on margin calls; Tracking capital markets and macro-economic developments; Updating loan portfolio metrics and reports; Assisting with asset management process improvements.
Seniority
Senior, hands-on IC