Vice President or Senior Vice President, Portfolio Management (Industry Focus: Financial Institutions and Insurance)
Core
Senior Vice President or Vice President responsible for performing financial analysis and preparing underwriting documents to support complex, multimillion-dollar corporate credit requests for financial institutions and insurance companies, while maintaining asset quality within a moderate risk profile.
Role type
Senior IC commercial credit underwriter (financial institutions sector)
Builds
Revolving credit facilities, terms loans, leases, foreign exchange products, derivatives products, and other ancillary products for corporate borrowers
Domain
Banking / Financial Services / Credit Underwriting
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Financial analysis and modeling, Credit metrics calculation, Risk assessment and mitigation, Syndicated deal structuring, Legal documentation review, Covenant structuring, Client negotiation, Regulatory compliance (KYC, Patriot Act, OFAC), Financial statement analysis, Industry trend analysis
Preferred skills
Experience underwriting credit exposure to insurance companies, Experience analyzing financial performance of financial institutions, Experience evaluating statutory statements, MBA
Technologies
Microsoft Office, Credit analysis software, Financial modeling tools
Responsibilities
Gather and analyze financial and industry data for high-value clients, Model future financial performance including downside scenarios, Prepare thorough credit underwriting documents, Lead approval process for complex lending commitments and amendments, Monitor accounts for covenant compliance and liquidity, Establish and maintain strong client relationships, Contribute to white papers on assigned industry segments, Provide guidance to junior staff
Seniority
Senior, hands-on IC (SVP) / Mid-Senior, hands-on IC (VP)
