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The Sponsor and Specialty Finance division provides customized secured commercial loans to middle-market companies, typically backed by private equity capital. Their loans are used by clients to facilitate acquisitions, fund working capital, finance growth/capital expenditures, and restructurings. Sponsor and Specialty Finance focuses on general commercial industries but also has dedicated specialty lending teams that cover healthcare, technology, media and franchise businesses. They are headquartered in Boston, MA and have offices in CT and NY
Manage a portfolio of 25-30 existing borrower accounts and provide support on new deal underwritings.
MAJOR DUTIES & RESPONSIBILITES:
Portfolio Management for Existing Borrowers
Review and analyze monthly, quarterly, and annual financial statements in order to monitor borrower's financial performance trends and liquidity.
Review quarterly compliance certificates to ensure they are being completed accurately by the borrower.
Communicate with the borrower's CFO (or similar position) to get more qualitative updates on performance.
Listen to annual or other interim lender update calls and ask questions, when appropriate.