Vice President or Senior Vice President, Portfolio Management (Industry Focus: Financial Institutions and Insurance)

Responsibilities: Gather and analyze financial and industry data for high-value clients, coordinating with third-party vendors to ensure data accuracy and effective credit assessment Model and stress-test future client performance, including downside scenarios Lead deal structuring and provide guidance to bankers and relationship managers on complex, multi-faceted transactions Perform enhanced due diligence in leveraged cash flows for specialized groups when appropriate Prepare comprehensive underwriting documents identifying risks, mitigants, industry concerns, and market trends Ensure regulatory compliance (KYC, MCA/Patriot Act/OFAC, Beneficial Ownership) Lead approval processes for complex lending commitments, amendments, waivers, and consents; monitor and report to Credit Executives Review and manage legal documentation (credit agreements, guarantees, pledges, collateral) ensuring accuracy with rates/terms Monitor portfolio performance, covenant compliance, liquidity and risk ratings; maintain data integrity in systems Identify potential problem accounts and coordinate with Asset Recovery for remediation Maintain strong client relationships, attend meetings, site visits, and identify cross-sell opportunities Provide guidance to Analysts, Associates, and VPs; participate in deal execution leadership Perform other duties as assigned; maintain professional and ethical standards

Key requirements: Minimum 7 years (SVP) or 5 years (VP) commercial underwriting, credit, banking, or financial services experience Strong financial analysis and modeling proficiency Competence with Microsoft Office; ability to learn additional tools Experience structuring financial covenants for syndicated debt facilities Experience managing left lead/administrative agent roles in syndicated deals Proven ability to negotiate and run deal execution with clients; effective communication and presentation skills Extensive knowledge of business and legal elements of credit agreements; ability to coordinate with counsel Solid understanding of banking and investment banking products and current market dynamics Ability to plan, multi-task, and lead teams independently (SVP) or with limited direction (VP) Experience with credit underwriting for financial institutions preferred (FIG) Strong judgment, risk management, and open communication skills leadership communication collaboration financial modeling credit risk assessment syndicated loan structuring