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The Director, National Corporate Accounts primary responsibilities will include: (i) serving as the Leveraged Finance expert to their Relationship Management and Credit Solutions partners; (ii) ensuring team's high standard for deal execution and portfolio management; and (iii) leading / developing a team of VPs/Associates. The team provides creative leveraged capital solutions to corporate finance clients in the technology sector.
Market Facing Leverage Finance Expertise
Serve as the Leverage Finance expert to Relationship Management and Credit Solutions partners, leading the evaluation, structuring, pitching and execution of debt opportunities;
Act as primary NCA coverage professional for portfolio companies;
Build / maintain strong alignment across the institution (e.g. RM/CS/Credit) as well as with clients / prospects;
Remain current on market, sector and competitive trends; deliver insights and points of view on loan types and credit / performance trends; identify opportunities to innovate our solutions.
. Deal Execution / Portfolio Management
Accountable for the entire financing process, including evaluating, pitching, structuring, underwriting, executing, negotiating and closing transactions.
Oversight of all aspects of portfolio management, including database analytics and quarterly reviews;
Provide expert guidance to team throughout processes, including direct execution engagement when needed;
Drive coordination / execution with Syndications partners when needed;
Administrative / Team Management
Monthly / quarterly reporting on team's performance / objectives;
Allocation of resources, including workload management;
Manage team's skillset and career development; retain top talent
8-10 years of related experience in leveraged finance, investment banking or technology finance
Bachelor's or equivalent required. MBA preferred but not required
Highly skilled at structuring, negotiating, closing and managing the most complex financing solutions to meet client needs;
Skilled at proactively managing large and complex portfolio of borrowing relationships;
Capable at ensuring resources are properly deployed for optimal outcomes in both pipeline and portfolio;
Able to engage as trusted partner / expert with key stakeholders (internally and externally);
Skilled at aligning cross-functional teams to deliver for the client while maintaining strong, collaborative relationships with one another