Essential Duties and Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 

1. Partner with Coverage teams to source new clients and manage existing relationships in a team-oriented environment.
2. Lead portfolio management, including identifying, assessing, and structuring new deal opportunities while addressing clients’ day-to-day needs.
3. Coordinate with product partners (Syndications, Grandbridge, Treasury, Debt Capital Markets, Investment Banking) to deliver integrated solutions.
4. Interface with Credit Risk Management to ensure sound risk management, reporting, and portfolio monitoring.
5. Originate secured and unsecured loans; analyze financial statements and underwrite bespoke balance sheet solutions.
6. Prepare term sheets, financial models, offering memorandums, and client present...