Portfolio Manager Leveraged Finance

 New York - United States, United States       Permanent contract        Banking Operations

Responsibilities

RESPONSIBILITIES

  • Responsibility for portfolio management functions supporting GLFI/LNI/LBO (Leveraged Finance), GLFI/LNI/TMT (Media & Telecom Finance), GLFI/NAT/Reserve Base Finance, GLFI/NAT/APF (Oil&Gas), AFI/REL, GLFI/NAT/MMF and GLFI/IAB (Infrastructure) business lines.
  • Process amendments, waivers, and consents for assigned transactions, including obtaining all required internal credit approvals.
  • Prepare periodic annual and quarterly credit reviews (including financial covenant analysis) for assigned accounts.
  • Assist in the closing of transactions with front office and back office, reviewing and vaulting documentation.
  • Responsible for credit monitoring and reporting including SG Watch List Triggers, Early Warning Indicators and Leveraged Lending.
  • Work with Loan Sales & Trading/Syndications in sell-down of exposures and processing assignments by participants in SG-agented transactions.
  • Prepare reports and responses to management inquiries on portfolios.
  • Assume lead role in assigned projects.
  • Assist in internal and external audits and examinations of portfolios.
  • Participate in workout of troubled portfolio credits.

Profile Required

TECHNICAL SKILLS

Required/Must have:

  • Fluent with Microsoft Word, Excel, and Powerpoint.
  • strong aptitude for learning and managing SG desktop applications, notably
    • Credit Workflow
    • Starweb
    • LoanIQ
    • CPM
    • CovTrak

Desired/Plus:

  • Knowledge of leveraged finance, energy asset based lending and project finance sectors/markets.

COMPETENCIES

Required/Must have:

  • General financial and credit analytical skills,
  • Strong interpersonal and communication skills;
  • Strong problem solving and organizational skills; ability to prioritize and multitask.
  • Proactive.
  • Ability to work in a dynamic, deadline-focused environment.
  • Team player. Will be working closely with senior portfolio managers.
  • Ability to work independently.
  • Comfortable working with legal documentation.

Desired/Plus:

  • Knowledge of cash flow modeling and analysis and valuation skills developed in a financial services environment

PRIOR WORK EXPERIENCE

Required/Must have:

  • Minimum 2-5 years banking experience, preferably in either leveraged finance, project finance, commercisal real estate and/or other structured finance environment.

Desired/Plus:

  • Experience working with troubled credits, including workouts.

EDUCATION

Required/Must have:

  • Bachelor’s degree.

Desired/Plus:

  • MBA, CFA or
  • Formal credit training program.

Business Insight

DEPARTMENT DESCRIPTION

Financing and Transaction Banking (GBSU/FTB) is a global organization covering the management of structured finance portfolio transactions.  Within FTB, the Structured Finance Portfolio Management team (SMO) manages transactions/portfolios post-closing for Project Finance, Leveraged Finance, Media & Telecom Finance, Commercial Real Estate, Metals & Mining Finance, Reserve Base Finance, Shipping Finance and Export Finance.  The group supports the business lines in all aspects of portfolio management, including administrative agency management, credit risk monitoring and reporting, client relationship support, and management reporting.

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All our positions are open to people with disabilities

Job code: 19000SZK
Business unit: SG CIB
Starting date: 23/12/2019
Date of publication: 24/10/2019
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Portfolio Manager Leveraged Finance

Permanent contract   |   New York - United States   |   Banking Operations