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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in managing middle-market leveraged loan portfolios, including credit reviews, risk assessments, and financial performance monitoring. Proficient in developing risk-mitigation strategies and presenting insights to senior management and credit committees.
Highest-signal resume keywords
Leveraged Finance ExperienceCredit AnalysisPortfolio ManagementFinancial AnalysisRelationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Credit ReviewsRisk-Rating AssessmentsFinancial Performance MonitoringCovenant ComplianceCash Flow UnderwritingEnterprise ValuationDebt Capacity AnalysisLeveraged Buyout Transaction ModelingUnderwriting RecommendationsRestructuring Negotiations
Soft Skills
Excellent CommunicationInterpersonal SkillsOrganizational SkillsProblem-Solving CapabilitiesTime Management
Tools & Technologies
Microsoft ExcelMicrosoft WordMicrosoft PowerPoint
Certifications & Qualifications
Formal Credit Training Program
Industry Keywords
Middle-MarketLeveraged LoansPrivate EquityCommercial LendingBanking
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 7+ years of relevant leveraged finance, underwriting, or portfolio management experience
- 9+ years of relevant experience or equivalent combination of education and experience
- High school Diploma or GED equivalent
- Demonstrated experience managing middle-market leveraged loan portfolios
- Experience managing borrower amendments, waivers, restructurings, and refinancing activities
- Experience in banking, commercial lending, private credit, underwriting, financial analysis, credit analysis, auditing, or collateral management
- Experience with borrower and sponsor relationship management
- Completion of a formal credit training program preferred
- Advanced understanding of leveraged lending structures, cash flow underwriting, enterprise valuation methodologies, debt capacity analysis, covenant structures, sponsor equity dynamics, and leveraged buyout transaction modeling
- Demonstrated experience underwriting and/or managing private equity sponsor-backed middle-market companies
- Experience presenting credit recommendations, portfolio reviews, and risk assessments to senior management and credit approval committees
- Excellent communication, interpersonal, and organizational skills
- Highly analytical and detail-oriented, with strong problem-solving capabilities
- Ability to work independently with strong time management skills
- Well-developed presentation and relationship-building skills
- High level of accountability and ability to prioritize tasks
- Advanced proficiency in Microsoft Excel, Word, and PowerPoint, including financial forecasting and modeling
Benefits
Comp & perks- 20 paid time off days
- 11 paid holidays
- 8 hours of volunteer time off yearly
- 401K retirement savings plan with matching and company contributions
- Student loan pay downs
- 529 educational save up assistance programs
- Tuition reimbursement
- Employee stock purchase plan
- Financial learning center and financial coach access
- Flexible medical, dental, and vision insurance options
- Employee, spouse, and child life insurance
- Short- and long-term disability insurance
- Pre-tax Health Savings Account with employer contributions
- Healthcare FSA
- Critical illness, accident, and hospital indemnity insurance
- Total well-being program
- Adoption, surrogacy, and fertility assistance
- Paid parental and caregiver leave
- Dependent Day Care FSA
- Back-up child and adult/elder care days
- Childcare discounts
- Mentally Fit Employee Assistance Program
- Subsidized and discounted Weight Watchers® program
- Other employee discount programs
- Potential travel allowances
- Relocation assistance
- Potential signing bonus and/or equity
- Annual incentive plan
- Hybrid work schedule with 1 remote day weekly