Senior Portfolio Management - Sponsor Finance
Job Title: Senior Portfolio Manager - Sponsor Finance
Location: New York, NY
Industry: Financial Services / Private Equity
Role Overview:
Our client, a global financial institution, is seeking an experienced Portfolio Manager to join their Sponsor Finance team in New York City. This individual will be responsible for managing a portfolio of complex fund finance transactions, including Subscription Financing, NAV Financing, and Fund-Level Lending. The ideal candidate will bring deep credit expertise, strong analytical skills, and a solid understanding of sponsor-backed structures.
Key Responsibilities:
* Oversee a portfolio of sponsor finance transactions, ensuring ongoing credit quality, risk management, and compliance.
* Conduct in-depth credit analysis and periodic reviews of existing clients, including private equity sponsors and their affiliated funds.
* Monitor financial performance, covenant compliance, and market developments impacting portfolio companies and fund structures.
* Partner with Relationship Managers to support client needs and identify opportunities for upselling or restructuring.
* Prepare and present credit memos, risk assessments, and portfolio reports to internal committees.
* Collaborate with internal teams including credit, legal, operations, and product specialists to ensure smooth execution and servicing of transactions.
* Contribute to the development of portfolio management frameworks, risk models, and reporting tools.
Qualifications:
* Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CFA preferred.
* 8-10+ years of experience in banking, credit, or portfolio management, with a strong focus on Sponsor Finance or Fund Finance.
* Deep understanding of Subscription Lines, NAV-based Lending, and Fund-Level Financing structures.
* Strong credit analysis and risk management skills, with experience managing complex, structured transactions.
* Excellent written and verbal communication skills, with the ability to present to senior stakeholders.
* Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment.
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