Credit Portfolio Manager - Global Family Office (GFO)
Core
Managing credit product risk and profitability for a portfolio of credit clients while monitoring loan performance and ensuring adherence to guidelines.
Role type
Mid-level credit portfolio manager (family office)
Builds
Credit facilities and loan portfolios for sophisticated family office clients
Domain
Wealth management / Family Office lending
Required skills
Credit analysis, financial statement analysis, credit underwriting, covenant monitoring, legal documentation coordination, pricing strategy, client portfolio monitoring, mentorship
Preferred skills
Knowledge of industry laws and regulations, analytical skills, communication skills, personal computer skills
Technologies
Financial spreadsheets
Responsibilities
Research and analyze financial statements and investment holdings; prepare and present written credit memoranda; coordinate legal documentation; monitor client loan portfolios and covenant compliance; collect client financial information and projections; train and mentor junior analysts
Seniority
Mid-level, hands-on IC