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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive expertise in credit structuring, underwriting, and portfolio management within the Asset & Wealth Management sector, with a strong focus on cash flow lending and fund finance. Proven ability to lead due diligence processes, negotiate credit terms, and provide strategic oversight to a diversified lending and derivatives credit portfolio.
Highest-signal resume keywords
Credit StructuringUnderwriting ExperiencePortfolio ManagementISDA NegotiationFinancial Modeling
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 Risk AssessmentCash Flow LendingFund FinanceLending TransactionsDerivatives Exposure ManagementCredit Application ReviewAnalytical CapabilityAdvanced Financial AnalysisCredit RecommendationsRegulatory Compliance
Soft Skills
LeadershipNegotiation SkillsCollaborationCommunication SkillsInfluencing
Certifications & Qualifications
MBACFACPA
Industry Keywords
Asset ManagementWealth ManagementCorporate BankingCredit FacilitiesTrading LinesRisk MitigationStakeholder CoordinationDiligence DiscussionsMarket DevelopmentsSuccession Planning
About the role
Key responsibilities & impact- Lead credit structuring, underwriting, execution, and portfolio management across the Asset & Wealth Management sector
- Underwrite loans to asset and wealth managers and FX and interest rate derivative trading lines for sponsor funds
- Partner with coverage bankers, product teams, Risk, and Legal
- Provide senior underwriting and execution expertise across Fund Finance, management company financings, and credit facilities supporting trading, treasury, and trade finance activities
- Help design and implement a scalable underwriting execution model for high-volume trading-line originations
- Lead client due diligence discussions and translate findings into credit recommendations
- Lead credit-related ISDA and Credit Support Annex negotiations with clients and counsel
- Lead and review credit applications, approval submissions, and related documentation
- Present and defend credit recommendations to approval stakeholders
- Coordinate stakeholders from diligence through approval, documentation, and line activation
- Maintain senior accountability for a diversified lending and derivatives credit portfolio
- Lead annual reviews, renewals, amendments, and ongoing monitoring
- Escalate deterioration and recommend risk mitigation
- Ensure adherence to internal policies, controls, and regulatory expectations
- Monitor regulatory, industry, and market developments
- Provide leadership, coaching, and oversight to Analysts, Associates, and Vice Presidents
- Contribute to succession planning and talent development
- Collaborate with sector coverage bankers, product specialists, and Capital Markets partners
- Drive efficiency, effectiveness, and continuous improvement
- Oversee financial models, cash flow and downside analyses, industry assessments, and borrower- and fund-specific evaluations
- Lead due diligence for new and existing relationships
- Synthesize information into actionable underwriting recommendations and communicate credit requirements to stakeholders
Requirements
What you’ll need- Typically 8–10+ years of progressive experience in corporate banking, credit underwriting, credit risk and portfolio management, or a related financial services role
- Undergraduate degree in finance, economics, accounting, or a related discipline
- MBA, CFA, CPAs or equivalent professional credentials highly regarded
- Demonstrated experience within the Asset & Wealth Manager and/or Fund Finance sector strongly preferred
- Cash flow lending and fund finance experience ideal
- Deep understanding of corporate lending, portfolio management, and credit risk frameworks
- Ability to assess sponsor fund structures and derivatives counterparty exposures
- Experience structuring, underwriting, and executing lending transactions
- Ability to manage multiple complex underwriting assignments and portfolio responsibilities concurrently
- Experience engaging directly with clients in a diligence capacity and negotiating credit-related ISDA and CSA terms
- Experience underwriting FX and interest rate derivative trading lines highly valued
- Strong leadership, influencing, and negotiation skills
- Superior analytical capability and comfort with advanced financial modeling and analysis
- Excellent written and verbal communication skills
- Strong collaborative mindset
- Motivated to pursue a credit-oriented leadership role focused on underwriting excellence, portfolio stewardship, and team development
Benefits
Comp & perks- Performance-based incentives
- Discretionary bonuses
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- In-depth training and coaching
- Manager support
- Network-building opportunities
- Tools and resources to reach new milestones