Leveraged Finance Portfolio Manager
Leveraged Finance Portfolio Manager
Veritas Partners
Chevy Chase, MD
See who Veritas Partners has hired for this role
Our client is a specialty finance firm with a national reach. They are currently seeking a VP to join their Leveraged Finance team in Montgomery County, MD.
Candidates must have 5+ years' experience in a commercial finance role focused on analysis, portfolio management, due diligence, modeling and underwriting of middle market transactions. Leveraged finance or private equity-backed financing experience strongly preferred. Bachelor's degree required, CFA track a plus.
RESPONSIBLITIES:
Maintain a thorough understanding of deal capital structures and business plans, and key risks to performance through discussions with sponsors and company management.
Synthesize information and draw conclusions to critically asses future performance expectations
Participate in Underwriting and Investment Committee discussions.
Coordinate communications among borrower, syndicate members, external counsel and other constituents
- Lead amendments, waivers and consent process for portfolio transactions, including preparing internal credit memorandum and obtaining all required internal credit approvals;
- Lead restructurings of troubled transactions and coordinate with loan workout group, negotiate amendments, waivers and consents and represent lending syndicate in relations with borrowers, sponsors, legal counsel, consultants and other third parties;
- Prepare periodic credit reviews of assigned deals;
- Work with Capital Markets and Syndications team in sell down of loan exposures;
QUALIFICATIONS:
Bachelor's degree in Accounting, Finance or related major
5+ years’ of relevant experience, preferably in leveraged finance/underwriting and documenting middle market sponsored transactions
Existing knowledge of leveraged loan market
Strong analytical skills
General knowledge of cash flow modeling/analysis and valuation skills developed in a financial services environment
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Seniority level
Mid-Senior level -
Employment type
Full-time -
Job function
Accounting/Auditing, Finance, and Research -
Industries
Banking, Venture Capital and Private Equity Principals, and Investment Banking
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