Vice President or Senior Vice President, Portfolio Management (Industry Focus: Financial Institutions and Insurance)
Core
Senior Vice President or Vice President responsible for financial analysis, underwriting, and credit monitoring for complex corporate credit requests within the financial institutions and insurance sectors.
Role type
Senior IC credit underwriter and portfolio manager
Builds
Corporate credit facilities, terms loans, leases, and derivatives for financial institution clients
Domain
Banking / Financial Services / Credit Risk
Required skills
Financial analysis, credit underwriting, risk rating, financial modeling, legal documentation review, regulatory compliance (KYC, OFAC), industry expertise in financial institutions
Preferred skills
Underwriting experience with insurance companies, financial services companies, or other financial institutions (FIG)
Technologies
Credit analysis systems, financial modeling tools, regulatory compliance databases
Responsibilities
Perform financial analysis and prepare underwriting documents for complex corporate credit requests; monitor ongoing credit performance and risk ratings for a portfolio of clients; negotiate and review legal documentation; lead or participate in approval processes for lending commitments and amendments; identify potential problem accounts and work with asset recovery groups; establish client relationships and conduct site visits; contribute to industry white papers.
Seniority
Senior, hands-on IC with leadership responsibilities