Director, Asset Managers & Insurance Lending
About The Position
This role is for a Director, Asset Managers & Insurance Lending to join the Investment Management & Insurance Institutional Lending team. The position is located in New York, NY. The successful candidate will be responsible for various credit facility components, including origination, underwriting, and documentation for large, complex credit facilities and relationships within the investment management and insurance sectors. The role also involves monitoring existing credit portfolios, managing client relationships, developing tailored credit solutions, addressing challenges affecting credit quality and client experience, and collaborating with internal partners like risk management and legal to ensure smooth transaction execution. Additionally, the Director will contribute to cross-functional initiatives to enhance the bank’s lending capabilities.
Requirements
- Bachelor’s degree in finance or the equivalent combination of education and experience is required.
- Experience in reviewing, analyzing and negotiating credit documents.
- Familiarity with investment management, regulated mutual funds, and the insurance industry.
- Strong analytical skills and attention to detail.
- Ability to communicate effectively with stakeholders at all levels.
- Excellent written and verbal communication skills, with the ability to present complex information clearly.
Nice To Haves
- 12+ years of relevant experience preferred.
- Background in risk analysis, institutional lending, or commercial banking is preferred.
Responsibilities
- Responsible for all credit facility components including origination, underwriting and documentation for large, complex credit facilities/credit relationships in the investment management and insurance industries.
- Monitor existing credit portfolios and manage existing and new accounts and client relationships.
- Leverage strong technical expertise to develop tailored credit solutions informed by research and market insights.
- Address complex challenges that directly affect credit quality and/or client experience.
- Collaborate closely with internal partners, including risk management, legal, and relationship managers across various lines of business—to ensure smooth execution of lending transactions.
- Contribute to cross-functional initiatives aimed at enhancing the bank’s lending capabilities.
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What This Job Offers
Job Type
Full-time
Career Level
Director
Number of Employees
5,001-10,000 employees
