Syndications Portfolio Manager
Core
Lead syndication-specific due diligence, transaction screening, underwriting support, and portfolio management for syndicated credit facilities where the Bank acts as Sole Lead Arranger, Left Lead Arranger, or Administrative Agent.
Role type
Senior IC syndicated credit portfolio manager
Builds
Syndicated credit facilities and loan portfolios
Domain
Commercial banking / Leveraged finance
Required skills
syndicated credit underwriting, portfolio management, credit analysis, covenant compliance monitoring, financial statement analysis, loan documentation review, risk management, lender communication, industry assessment
Preferred skills
experience managing syndicated credit facilities, experience with large corporate credit relationships, experience with loan documentation and covenant packages
Technologies
Microsoft Excel, PowerPoint, Word, virtual data rooms
Responsibilities
Lead syndication screening and due diligence; conduct credit analysis and underwriting for new and existing transactions; monitor borrower performance and covenant compliance; coordinate lender diligence and administrative agency activities; prepare credit recommendations and risk assessments; support internal audits and regulatory examinations.
Seniority
Senior, hands-on IC