Associate, Fund Finance Credit Underwriting & Portfolio Management (First Line of Defense)
Core
First Line of Defense credit professional supporting underwriting, structuring, execution, and active portfolio management of fund finance transactions for private capital clients.
Role type
Associate Fund Finance Credit Underwriter & Portfolio Manager
Builds
Credit approval packages, financial models, and risk assessments for private equity, credit, and infrastructure fund transactions.
Domain
Financial Services / Fund Finance / Private Credit
Required skills
Credit underwriting, financial statement analysis, financial modeling, stress testing, covenant compliance monitoring, risk rating assessment, due diligence review, transaction structuring, portfolio monitoring.
Preferred skills
Knowledge of subscription facilities, NAV-based lending, ABL, project management, advanced Excel.
Technologies
Microsoft Excel
Responsibilities
Prepare credit approval packages including borrowing base evaluation and liquidity analysis; manage portfolio of fund finance transactions including post-close monitoring and covenant compliance; identify and escalate emerging risks and adverse developments; review analyst work product for quality and adherence to standards.
Seniority
Associate, individual contributor