Ally

Financial Planning and Analysis

• Manage an assigned portfolio of sponsor-backed middle-market leveraged loans
• Maintain comprehensive oversight of commercial loan portfolios and identify emerging risks
• Complete credit reviews, risk-rating assessments, and ongoing portfolio monitoring
• Present portfolio updates and risk assessments to senior management and credit committees
• Manage financial-performance monitoring, covenant compliance, exception reporting, facility renewals and amendments, and bank-group coordination
• Monitor sponsor activity, industry dynamics, and macroeconomic developments affecting portfolio companies
• Develop risk-mitigation strategies
• Review and negotiate credit documentation with legal counsel
• Build relationships with private equity sponsors, management teams, investment bankers, and lending partners
• Analyze borrower operating performance, liquidity, leverage trends, covenant compliance, and cash-flow generation
• Evaluate amendment, waiver, acquisition, add-on investment, and refinancing requests
• Lead management of criticized and challenged credits, including restructuring negotiations, liquidity monitoring, and coordination with workout and risk teams
• Participate in underwriting new transactions through due diligence, financial analysis, leverage and cash-flow assessment, enterprise valuation, sponsor evaluation, and transaction structuring
• Recommend covenant, collateral, pricing, and structural protections
• Prepare and present underwriting recommendations to credit committees and senior management
• Support syndication and lender presentation activities
• Provide guidance, training, and mentoring to Analyst and Associate team members

Explore Director, Portfolio Management – Sponsor Finance at Ally. Review requirements and application details.

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Director, Portfolio Management – Sponsor Finance