Join our dynamic team as an Asset-Based Lending Relationship Portfolio Manager, where you will play a pivotal role in managing and growing a portfolio of asset-backed lending clients. This position offers an exciting opportunity to leverage your expertise in credit analysis, financial management, and risk assessment to deliver tailored financing solutions. You will build strong relationships with clients, oversee credit and risk evaluations, and ensure the effective management of assets secured by collateral. Your energetic approach and strategic mindset will drive success in a fast-paced financial environment dedicated to excellence and innovation.
- Develop and maintain robust relationships with clients involved in asset-based lending, including private equity firms, investment managers, and corporate borrowers.
- Conduct comprehensive credit analysis and financial assessments to evaluate borrower creditworthiness and collateral value.
- Monitor portfolio performance continuously, identifying potential risks and implementing proactive risk management strategies.
- Oversee underwriting processes, ensuring compliance with internal policies and regulatory standards while optimizing asset utilization.
- Collaborate with cross-functional teams such as investment management, cash management, and wealth management to deliver integrated financial solutions.
- Utilize advanced financial software and research tools like Bloomberg for market analysis, valuation, and risk evaluation.
- Prepare detailed reports on portfolio status, risk exposure, and recommended actions to senior management.
- Strong expertise in credit analysis, financial concepts, and risk management principles.
- Proven experience in private equity, investment banking, or asset management environments.
- Proficiency in financial analysis software, Bloomberg terminals, and technical accounting tools.
- In-depth knowledge of cash management, wealth planning, tax law (including wills & estate law), and financial planning strategies.
- Excellent relationship management skills with the ability to communicate complex financial information clearly.
- Solid understanding of underwriting processes, financial services industry standards, and investment concepts.
- Ability to perform detailed research and analysis using advanced mathematical skills and financial acumen. This role is ideal for motivated professionals eager to make a significant impact within a vibrant financial services organization that values innovation, integrity, and growth. Join us to advance your career while helping clients achieve their financial goals through expert asset-based lending solutions!
Pay: $350,000.00 per year
Work Location: In person