Director, Asset Managers & Insurance Lending
About The Position
The Director, Asset Managers & Insurance Lending will join the Investment Management & Insurance Institutional Lending team in New York, NY. This role is responsible for all credit facility components, including origination, underwriting, and documentation for large, complex credit facilities and relationships within the investment management and insurance industries. The Director will monitor existing credit portfolios, manage client accounts, and develop tailored credit solutions using technical expertise, research, and market insights. The position involves addressing complex challenges related to credit quality and client experience, and collaborating with internal partners such as risk management, legal, and relationship managers to ensure smooth execution of lending transactions and enhance the bank’s lending capabilities. BNY is a leading global financial services company that influences nearly 20% of the world’s investible assets, leveraging AI and technology to drive transformative solutions.
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.
Benefits
- Highly competitive compensation
- Benefits
- Wellbeing programs
- Flexible global resources and tools for your life’s journey
- Focus on your health
- Foster your personal resilience
- Reach your financial goals
- Generous paid leaves
- Paid volunteer time
- 401(k) plan
- Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents
- Various paid time off benefits, such as vacation and sick time
- Eligibility for an annual discretionary incentive award
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What This Job Offers
Job Type
Full-time
Career Level
Director
Number of Employees
1-10 employees
