Sponsor and Leveraged Finance Product Specialist
Core
Conducts end-to-end underwriting, execution, and portfolio management for complex sponsor transactions within the Corporate bank.
Role type
Senior IC leveraged finance product specialist
Builds
Sponsor lending products and credit portfolios for private equity clients
Domain
Banking / Leveraged Finance / Corporate Finance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
underwriting, credit screening, transaction structuring, negotiation, legal documentation, portfolio monitoring, market knowledge of loan pricing, client selectivity, mentoring
Preferred skills
deal underwriting and screening sponsor transactions, corporate credit training program completion, familiarity with traditional bank loan policy frameworks
Technologies
N/A
Responsibilities
Completes end-to-end underwriting, execution, and portfolio management for complex sponsor transactions; Executes efficient and extensive due diligence and credit screening of sponsor financing opportunities; Conducts structuring, underwriting, negotiation, closing, and documentation of transactions; Leads communication with coverage and credit risk partners; Ensures effective monitoring and servicing activities are completed for the portfolio; Mentors analysts and associate team members in Sponsor Credit Products
Seniority
Senior, hands-on IC