Leveraged Finance Portfolio Manager

4 weeks ago


chicago, United States Veritas Partners Full time

Our client, a specialty finance firm in Chicago, IL is currently seeking a Leveraged Finance Portfolio Manager to join their growing team. The incumbent will be responsible for performance monitoring, in-depth credit analysis of existing investments and required to be in the office three days a week.


Responsibilities

  • All aspects of portfolio management including credit analysis, monitoring performance and measuring covenant compliance
  • Maintain a thorough understanding of deal capital structures and business plans
  • Participate in Underwriting and Investment Committee discussions
  • Lead amendments, waivers and consent process for portfolio transactions
  • Lead restructurings of troubled transactions and coordinate with loan workout group
  • Work with Capital Markets and Syndications team in sell down of loan exposures


Qualifications

  • Bachelor's in Accounting, Finance or related major
  • Over five years of experience in leveraged finance or specialty lending
  • Experience underwriting middle market transactions
  • Strong financial modeling skills
  • Knowledge of cash flow modeling/analysis and valuation skills
  • Excellent oral and written communication skills
  • Strong work ethic and team player


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