Associate, Portfolio Management - Corporate Finance
Core
Manage a dynamic multi-billion dollar corporate and leveraged finance portfolio primarily to sub-investment grade clients.
Role type
Associate, Portfolio Management (Leveraged & Structured Corporate Finance)
Builds
Pro rata and senior secured loans for corporate clients
Domain
Corporate Finance / Leveraged Lending
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial modeling (three-statement), credit analysis, debt structuring, legal documentation review, financial statement analysis, Excel proficiency
Preferred skills
CFA designation, advanced degree, experience with US regulated banks, familiarity with Fed/OCC requirements
Technologies
Excel
Responsibilities
Support senior bankers in managing large portfolios of pro rata and senior secured loans; assist deal teams in preparing borrower analytics, financial modeling, and credit approval packages; monitor credit performance and execute amendment requests; handle internal system processing and KYC/CDD data gathering; review legal documentation for waivers and amendments; collaborate with Origination, Risk Management, Compliance, and Loan Operations teams.
Seniority
Associate, hands-on IC