Senior Credit Portfolio Manager - Global Family Office
Core
Managing credit product risk and profitability for a portfolio of credit clients, monitoring loan performance, and supporting Relationship Managers with financial/credit analysis and underwriting.
Role type
Senior Credit Portfolio Manager
Builds
Credit facilities and loan portfolios for Family Office clients
Domain
Wealth management / Family Office lending
Required skills
Credit risk analysis, Financial statement analysis, Credit underwriting, Legal documentation coordination, Covenant monitoring, Client portfolio management, Pricing strategy, Team mentoring
Preferred skills
Knowledge of industry laws and regulations, Advanced Excel skills
Technologies
Microsoft Excel
Responsibilities
Monitor loan quality and covenant compliance, Prepare credit memoranda for approval, Analyze financial statements and investment holdings, Coordinate legal documentation, Mentor junior partners and CPMs, Travel to client locations
Seniority
Senior, hands-on IC