Director, Fund Finance Lending
About The Position
We’re seeking a future team member for the role of Director to join our Credit Services team. This role is located in New York, NY. In this role, you’ll make an impact by leading structuring and underwriting of loan commitments primarily to unregulated Funds managed by Financial Sponsors. Lending commitments include both Capital Call (Subscription Finance) Facilities, BDC exposures, as well as facilities with direct recourse to Fund portfolios. You will also draft term sheets, review credit documentation, monitor existing credit portfolios, and be responsible for direct credit coverage of key clients and relationship leads to understand and assess credit needs, generating new business opportunities for the bank. Additionally, you will champion strategy expansion opportunities, lead team initiatives to develop related know-how, and identify and help implement efficiency and improvement projects for the Lending team.
Requirements
- Bachelor’s degree in Finance or the equivalent combination of education and experience is required.
- 12+ years of experience in a corporate and/or investment banking capacity, with 3+ years related to Capital Call, NAV, or Structured Finance; experience in risk analysis
- Excellent credit analysis and financial modelling skills
- Experience in reviewing, analyzing and negotiating credit documentation
- Ability to communicate skillfully and effectively with involved stakeholders
- Robust analytical thinking, intellectual curiosity, and attentiveness to detail
Nice To Haves
- MBA is preferred
- Leadership experience overseeing and educating junior team talent preferred
Responsibilities
- Leads structuring and underwriting of loan commitments primarily to unregulated Funds managed by Financial Sponsors. Lending commitments include both Capital Call (Subscription Finance) Facilities, BDC exposures, as well as facilities with direct recourse to Fund portfolios
- Drafts terms sheets and reviews credit documentation
- Monitors existing credit portfolios, including investor exposure concentrations, loan reviews
- Responsible for direct credit coverage of key clients and relationship leads to understand and assess credit needs; generates new business opportunities for the bank such as new loans
- Champions strategy expansion opportunities and leads team initiatives to develop related know-how
- Identifies and helps implement efficiency and improvement projects for the Lending team
Benefits
- highly competitive compensation
- benefits
- wellbeing programs
- flexible global resources and tools
- 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
- various paid time off benefits, such as vacation and sick time
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What This Job Offers
Job Type
Full-time
Career Level
Director
