Leveraged Finance Portfolio Manager

Our client is a specialty finance firm with a national reach. They are currently seeking a VP to join their Leveraged Finance team in Montgomery County, MD.

Candidates must have 5+ years' experience in a commercial finance role focused on analysis, portfolio management, due diligence, modeling and underwriting of middle market transactions. Leveraged finance or private equity-backed financing experience strongly preferred. Bachelor's degree required, CFA track a plus.

RESPONSIBLITIES:

Maintain a thorough understanding of deal capital structures and business plans, and key risks to performance through discussions with sponsors and company management.

Synthesize information and draw conclusions to critically asses future performance expectations

Participate in Underwriting and Investment Committee discussions.

Coordinate communications among borrower, syndicate members, external counsel and other constituents

• Lead amendments, waivers and consent process for portfolio transactions, including preparing internal credit memorandum and obtaining all required internal credit approvals;
• Lead restructurings of troubled transactions and coordinate with loan workout group, negotiate amendments, waivers and consents and represent lending syndicate in relations with borrowers, sponsors, legal counsel, consultants and other third parties;
• Prepare periodic credit reviews of assigned deals;
• Work with Capital Markets and Syndications team in sell down of loan exposures;

QUALIFICATIONS:

Bachelor's degree in Accounting, Finance or related major

5+ years’ of relevant experience, preferably in leveraged finance/underwriting and documenting middle market sponsored transactions

Existing knowledge of leveraged loan market

Strong analytical skills

General knowledge of cash flow modeling/analysis and valuation skills developed in a financial services environment