VP, Sr Portfolio Manager - Private Asset-Backed Finance

Western & Southern Financial Group•Cincinnati, OH

About The Position

The Vice President, Senior Portfolio Manager - Private Asset-Backed Finance (ABF) is responsible for developing, growing and managing a portfolio of Private ABF investments primarily for W&S insurance asset-liability management and surplus portfolios with the primary goals of income generation and capital preservation. The associate will partner with the public Securitized Fixed Income team with respect to both sector allocations and security selection.

Requirements

Bachelor's Degree Finance or quantitative related field - Required
10+ years of experience in banking, investment banking, insurance, investment advisory and/or capital markets with specific experience structuring and executing private ABF transactions. - Required
Proven experience in cashflow modeling and structuring across multiple ABF sectors. - Required
Strong working experience with credit rating agencies and legal teams used in ABF financings and underwritings. - Required
Experience across various ABF collateral types (commercial and consumer) - specifically structuring to achieve long-term capital efficiency for insurance clients. - Required
Prior and successful experience generating collateral performance assumptions, evaluating credit risk and negotiating deal terms. - Required
Strong public, 144a, 4a2, and loan deal execution performance history and credit underwriting skills. - Required
Developed effective relationships and management skills within private asset backed sectors. - Required
Demonstrated excellent in-person presentation skills, both oral and written. - Required
Proven team player with the ability to be a leader and manager for the sector and team on multiple transactions at any one time. - Required
Superior and proven organizational skills in order to handle multiple complex transactions simultaneously. - Required
Demonstrated ability to successfully interact effectively with senior executives inside and outside our organization. - Required

Nice To Haves

Master's Degree Finance or quantitative related field - Preferred
CFA - Preferred

Responsibilities

Manages and prioritizes a pipeline of private ABF opportunities through a developed and approved business strategy.
Manages all transactional aspects of the end-to-end process of negotiating, structuring and closing asset-based finance transactions
Presents and reinforces the rationale for the investment to the Investment Committee
Leads and participates in pitching, evaluating, structuring, executing, managing and closing all aspects of ABF transactions.
Provides ABF execution expertise/guidance to other members of the investment team.
Drives issuer engagement and originates opportunities.
Develops and maintains relationships with external counterparties and internal partners.
Identifies, researches and analyzes potential new asset classes.
Drives effective monitoring and reporting of the private asset backed ABF portfolio.
Liaises with Legal, Accounting, Operations, Compliance and Risk departments on various transactions
Performs other duties as assigned.
Complies with all policies and standards.