Director, Asset Managers & Insurance Lending

BNY • New York, NY

18h • Onsite

About The Position

We’re seeking a future team member for the role of Director, Asset Managers & Insurance Lending to join our Investment Management & Insurance Institutional Lending team. This role is located in New York, NY. In this role, you’ll make an impact by being 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. You will monitor existing credit portfolios and manage existing and new accounts and client relationships. The role involves leveraging strong technical expertise to develop tailored credit solutions informed by research and market insights, and addressing complex challenges that directly affect credit quality and/or client experience. You will collaborate closely with internal partners, including risk management, legal, and relationship managers across various lines of business—to ensure smooth execution of lending transactions, and contribute to cross-functional initiatives aimed at enhancing 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Director