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Silicon Valley Bank is seeking to add a VP to its Sponsor Finance team. This person will provide creative leveraged capital solutions to private equity clients in support of their investments, in the technology sector. The VP will have experience in leveraged finance, investment banking and/or financial sponsor coverage.
Primary responsibilities include underwriting, executing, and negotiating new transactions with a secondary focus on sponsor coverage and portfolio management. The ideal candidate will be able to execute transactions from initial date of receipt, to document negotiation and loan closing with assistance from associates and limited guidance from Directors/MDs. The team provides leveraged capital solutions to private equity clients in support of their investments in the technology sectors.
Underwriting; Process Management
Debt process management - manage leveraged transactions processes from new opportunity introduction from Director/MD to closing.
Due diligence - review target company and sponsor provided materials including historical financials, management presentations, CIMs, etc. Review 3rd party materials including Quality of Earnings Reports (75-80 pages). Assist associates with generating diligence request lists to cover questions arising from review of materials while identifying gaps in provided information.
Credit Memorandums - create credit memorandums to drive credit approval for new opportunities.
Financial Modeling - review financial models from associates to ensure accuracy with financial sponsor projections.
Present new opportunities to loan committee
Prepare loan packages for approvals including utilization of existing bank systems
Utilizes analysis and independent judgment to generate recommendation to Director/MD
act as primary liaison for portfolio companies
coordinate with the appropriate internal personnel for banking product opportunities.
work with associates to ensure timely and accurate reporting from portfolio companies.
manage any amendment/M&A processes for portfolio companies.
researches and analyzes information as directed, including updating and maintaining portfolio analytics and credit statistics.
participation on calls with sponsors and portfolio companies. Takes notes on material updates and opportunities
Highly proficient at researching information and gathering pertinent items to identify trends and anomalies
Extremely adept at understanding and interpreting requests
Strong understanding of financial accounting with financial modeling experience
Strong organization and attention to details ensuring all documentation is complete and accurate
Proven ability and highly skilled at developing strong positive relationships with external clients and internal partners
Excellent communication skills capable of explaining information in a clear and concise manner and adapting delivery depending on the audience, and influencing decisions in the best interest of the client
Professional, thorough, and organized with strong follow up skills
Excels in a team environment an proactively collaborates and acts as a leader to serve clients
Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements
Responds positively and quickly to constructive feedback
Analytical ability/fluent with numbers
Required Education and Experience:
5 or more years of related experience. Strong credit analysis and accounting skills