The anticipated salary range for this role is between $228,000.00 and $250,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire.
The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.
Role Description
Sumitomo Mitsui Banking Corporation is hiring an Executive Director - Portfolio Manager. This role is a key position on the Leverage Finance team and will report directly to the Head of Portfolio Management with responsibility for an assigned portfolio of Leverage Loans for large cap and middle market borrowers.
The position manages the relationship with the borrower as well as coordinates relationship issues with the Private Equity Sponsor coverage team.
This position also manages credit reviews and new business opportunities that arise within the portfolio including underwriting upsizes, dividends, M&A transactions, etc.
The Executive Director will supervise and help train associates and analysts in the credit monitoring process.
Role Objectives
- Independently manage borrower relationships both internally and externally including transactions in which SMBC is the Administrative Agent
- Perform quarterly, annual, and ad hoc credit reviews to support internal risk ratings by providing detailed qualitative and qualitative information on the borrower's financial condition to senior managers, credit and risk professionals
- Analyze historical financials and prepare cash flow models for borrower projected financial statements
- Negotiate amendment provisions and underwrite new transactions arising from the portfolio- review structures and credit metrics, evaluate key credit risks and mitigants, and provide recommendation for credit approval
Qualifications and Skills
- 10+ years of experience in a dynamic credit environment including experience with asset based lending structures
- Good background in accounting and financial analysis with strong credit skills
- Ability to analyze historical financial statements and develop and sensitize complex financial models
- Excellent communication skills - both written and verbal and leadership skills
- Ability to concisely summarize credit positions to senior management, credit and risk departments
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