Vice President, Portfolio Management (Commercial and Industrial Upper Middle Market- East or Central Region)
Core
VP responsible for financial analysis, underwriting, and credit monitoring for multimillion-dollar corporate credit requests to grow funded assets while maintaining moderate risk.
Role type
Senior IC credit underwriter and portfolio manager
Builds
Corporate credit facilities (revolving, term, leases, derivatives) and syndicated deals
Domain
Commercial Banking / Corporate Credit
Required skills
Financial analysis and modeling, Credit underwriting, Syndicated deal structuring, Risk assessment, Legal documentation review, Covenant management, Client relationship management, Financial statement analysis, Due diligence, Credit monitoring
Preferred skills
MBA, Left lead/administrative agent experience, Syndicated deal experience
Technologies
Microsoft Office
Responsibilities
Analyze financial data and model future performance, Structure transactions and prepare underwriting documents, Monitor portfolio accounts and covenant compliance, Review legal documentation and manage approval processes, Provide guidance to junior staff, Conduct client meetings and site visits
Seniority
Senior, hands-on IC with leadership responsibilities