About The Position

The Executive Director is responsible for managing the Underwriting & Portfolio Management of a defined portfolio of Financial Sponsor driven transactions. The Portfolio is primarily comprised of Infrastructure Finance Corporate Loans and NAV Credit Facilities used to finance Infrastructure Assets. This position will work closely with the Infrastructure Sponsors Coverage team and various 1LoD product teams to present and defend business opportunities to the 2nd Line of Defense. The Executive Director will manage the business relationship with risk and direct a junior resource ensuring all required portfolio management tasks are completed.

Requirements

  • Bachelor's Degree or equivalent work experience in Finance, Accounting, Management, Economics or equivalent field.
  • CFA Charter and/or MBA (Preferred).
  • 9-12 years of experience in financial analysis, structuring, underwriting and portfolio management.
  • Experience with Infrastructure Companies, preferably renewable energy.

Nice To Haves

  • Proficient communicator (orally and in writing) with clients, peers and fellow associates.
  • Proficient with Microsoft Office applications.
  • Ability to work and interact with various departments.
  • Ability to work in a fast-paced, sometimes stressful, environment with many critical deadlines.
  • Thorough knowledge and understanding of all loan products and services.
  • Understanding the Banks compliance policies as it relates to the specific individual job duties.

Responsibilities

  • Communicates portfolio trends, risks and mitigants to senior leadership.
  • Develops and manages portfolio information needed to accommodate sound risk management, economic and regulatory reporting requirements.
  • Leads underwriting, structuring and closing of amendments, upsizes and extensions, as needed, including annual reviews and credit approval memos.
  • Develop credit recommendations which include clear views of credit structures and borrower's risks.
  • Lead the financial modelling of complex structured corporates, including the impacts of complex transactions including mergers, acquisitions and divestitures.
  • Supports associate development through building strong relationships with the team as a mentor and manager as needed.
  • Collaborates with product team members prior to loan closing on approval memos, legal documentation, collateral review and funding approvals.
  • Manages and controls risks throughout the post-closing credit process to ensure strong borrower performance.
  • Monitors and enforces terms of loan agreement/documents.
  • Identifies and establishes best practices policies and procedures.
  • Manages other Portfolio Management functions, including collaborating with new business team on up-front and ongoing client due diligence.
  • Leads and/or provides valuable input for broader business initiatives, projects and goals.

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What This Job Offers

Job Type

Full-time

Career Level

Executive

Industry

Credit Intermediation and Related Activities

Education Level

Bachelor's degree

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