Senior Transactional Approval & Portfolio Management Expert
Core
Senior credit decisioning and portfolio oversight for Wholesale Banking, fund finance, and Private Banking lending portfolios.
Role type
Senior IC credit risk expert (transaction approval & portfolio management)
Builds
Independent credit views, credit memoranda, and portfolio monitoring reports for material client exposures.
Domain
Wholesale Banking, Fund Finance, Structured Lending, Institutional Credit
Required skills
Fund finance expertise, structured lending knowledge, credit analysis, covenant assessment, collateral analysis, risk-return evaluation, portfolio monitoring, credit opinion writing, stakeholder engagement, data-driven insights
Preferred skills
Defense-related corporate financing experience, Lombard lending knowledge, AI-enabled tools usage, European language proficiency
Technologies
Portfolio analytics tools, exposure reporting systems, risk analytics platforms
Responsibilities
Analyze, recommend, vote on, and decide material credit exposures for Wholesale Banking clients; Assess transaction structures, obligor quality, collateral packages, and covenants; Produce and challenge concise credit opinions articulating key risks and mitigants; Own portfolio monitoring for assigned exposures including covenant compliance and early-warning indicators; Work with relationship managers, legal teams, and global colleagues to ensure consistent credit decisions; Contribute to sector and portfolio reviews by identifying emerging risks and market developments
Seniority
Senior, hands-on IC
