Role OverviewWe’re seeking a future team member for the role of Senior Vice President, Asset Managers & Insurance Lending to join our Investment Management & Insurance Institutional Lending team. This role is located in New York, NY. In this role, you’ll make an impact in the following ways: Responsible for all credit facility components including origination, underwriting and documentation for large, complex credit facilities/credit relationships in the investment management and insurance industries.
What You Will Do
Monitor existing credit portfolios and manage existing and new accounts and client relationships. Leverage strong technical expertise to develop tailored credit solutions informed by research and market insights. Address complex challenges that directly affect credit quality and/or client experience.
Why It Might Be a Fit
To be successful in this role, we’re seeking the following: Bachelor’s degree in finance or the equivalent combination of education and experience is required. 10–12 years of relevant experience preferred. Background in risk analysis, institutional lending, or commercial banking is preferred.
Requirements
- Bachelor’s degree in finance or the equivalent combination of education and experience
- 10–12 years of relevant experience
- Background in risk analysis, institutional lending, or commercial banking
- Experience in reviewing, analyzing and negotiating credit documents
- Familiarity with investment management, regulated mutual funds, and the insurance industry
- Strong analytical skills and attention to detail
- Ability to communicate effectively with stakeholders at all levels
- Excellent written and verbal communication skills, with the ability to present complex information clearly
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