Syndications & Capital Market Portfolio Manager

Sunwest Bank•Denver, CO

6d•Onsite

About The Position

The Syndications & Capital Market Portfolio Manager leads the Bank’s syndications and capital markets activities, including structuring large and complex credit facilities and coordinating loan sales and participations. This role partners with relationship teams, borrowers, and lending institutions to develop marketable loan structures, manage investor relationships, and support the Bank’s capital markets strategy.

Requirements

10–12 years of credit experience in commercial and/or real estate lending
Demonstrated knowledge of capital markets, loan syndications, or related activities
Advanced knowledge of complex lending structures, financial structuring, and credit arrangements
Strong financial and credit analysis skills with the ability to evaluate risk and return in capital market investments
Advanced knowledge of credit underwriting policies, procedures, processes, and documentation requirements
Knowledge of capital markets regulations, financial reporting requirements, rating agency methodologies, and multi-lender credit facility documentation
Strong communication, negotiation, and relationship management skills

Nice To Haves

Bachelor’s degree in Business, Finance, Accounting, Management, or a related field
Established network of lenders, investors, and capital markets participants
Experience leading syndicated loan transactions and participation sales

Responsibilities

Negotiate terms and conditions with borrowers and participating lenders on multi-lender transactions
Determine loan structure, pricing, and lender group composition for syndicated transactions originated by the Bank
Provide consultation and guidance to relationship teams on structuring loans for future syndication or participation opportunities
Coordinate and manage the sale of syndicated loans and participations
Advise Relationship Managers on loan structure, pricing, and competitive market conditions for loan purchases, sales, and potential syndications
Conduct ongoing portfolio reviews with business line leaders to identify loans appropriate for participation opportunities
Maintain deep knowledge of debt capital markets, including pricing trends, fee structures, spreads, and loan syndication practices
Develop and maintain a strong network of capital markets participants and lending institutions
Organize and coordinate meetings and communications among borrowers, lenders, investors, and internal stakeholders
Ensure timely and accurate information flow between borrowers, lenders, investors, and internal teams
Provide training and guidance on capital markets and syndication-related topics to internal and external audiences
Represent the Bank at industry conferences, networking events, and business development opportunities
Perform additional duties as assigned