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Primary responsibilities include structuring, underwriting, executing, and negotiating transactions with a secondary focus on client coverage and portfolio management. The ideal candidate will be able to execute transactions from initial data receipt to document negotiation and loan closing with assistance from associates and limited guidance from Directors/MDs. The team provides creative leveraged capital solutions to corporate finance clients in the technology sector.
Underwriting; Process Management
Debt process management - manage corporate and leveraged transaction processes from new opportunity introduction from Director/MD to loan closing;
Due Diligence - review target company provided / publicly available materials, including historical financials, management presentations, CIMs, and 3 rd party materials; 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;
Review financial models from associates to ensure accuracy with company projections;
Present new opportunities to loan committee;
Prepare loan packages for approvals, including utilization of existing bank systems;
Assist in document negotiation;
Utilizes analysis and independent judgment to generate recommendations to Directors/MDs;
Drive coordination / execution with Syndications partners;
Oversee the loan closing process.
Act as primary lending liaison for portfolio companies;
Work with associates to ensure timely and accurate reporting from portfolio companies;
Manage any amendment/M&A processes for portfolio companies ;
Research and analyze information as directed;
Oversee portfolio database as well as quarter portfolio review/analysis.
External / Other Responsibilities
Coordination with RM partners to develop materials required to evaluate, pitch and execute debt opportunities;
Participation on diligence calls with prospects and portfolio companies. Takes notes on material updates and opportunities;
Mentor the associate staff
5+ years of experience in either a leveraged finance, investment banking, or technology commercial finance role.
Bachelor's or equivalent required. MBA preferred but not required