Vice President, Portfolio Management
Core
Manage a multi-billion dollar corporate and leveraged finance portfolio of senior secured loans for sub-investment grade clients.
Role type
Senior IC Vice President, Portfolio Management
Builds
Loan portfolio management, post-origination transactions, borrower analytics, and credit monitoring
Domain
Leveraged & Structured Corporate Finance
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Credit analysis, transaction structuring, legal documentation interpretation, financial modeling (three statements), GAAP accounting, risk rating updates, workout/restructuring execution, mentoring junior bankers
Preferred skills
CFA designation, advanced degree, formal credit training
Technologies
Excel (financial modeling), internal banking systems
Responsibilities
Lead execution and negotiation of post-origination transactions (amendments, waivers, refinancing, workouts); oversee preparation of borrower analytics and credit approval packages; monitor and track credit performance and regulatory risk ratings; interpret and negotiate legal documentation; identify new business opportunities with existing clients; assist in KYC/CDD data processing; collaborate with Risk, Compliance, and Operations teams
Seniority
Vice President, hands-on IC with mentoring responsibilities
