Senior Portfolio Manager-Healthcare

2 weeks ago


New York County New York, United States First Citizens Bank Full time
Overview:
First Citizens provides comprehensive financing and banking solutions to middle market healthcare companies across the U.S. Using a client-focused and industry-centric model, Healthcare Finance can tailor its products and services to help clients meet their needs for growth capital.

 

The VP, Sr Portfolio Manager is responsible for the management of Healthcare investment products. Creates and implements the Bank's Healthcare investment strategy and approach within stated investment guidelines. Responsible for the financial risk and return of the portfolio through ongoing monitoring, reporting, risk management, and structuring of investments. Services large, complex portfolios for high new worth clients. Provides investment recommendations, presentations, and expertise to achieve client investment and service objectives.

Responsibilities:
VP, Sr Portfolio Manager will support the Health Care Real Estate (HCRE) Portfolio Management team with managing existing HCRE & ABL loans.

The VP/Director will act as primary contact to Borrower’s CFOs and Controllers. Will be responsible for vetting Borrower’s compliance certificates and financial statements. Respond to Borrower’s and Sponsor’s ad-hoc requests.

Draft amendment, waiver and maturity extension request memos on an as needed basis.

The position requires a candidate to have strong presentation, credit and analytical skills that can multi-task and work in a high paced team environment.

Assist with special projects, audits, and other ad hoc duties on an as needed basis.

Will interact with Credit Management, Borrowers, support Senior Underwriters, Operations and Closing teams, and collaborate with peers.

The base pay for this position is relative to your experience but the range is generally $145,000 to $200,000 per year. This position is eligible for variable compensation, which may be in the form of incentive, bonus, or commission pay. First Citizens offers a competitive, comprehensive benefits program which you can review here: .

Qualifications:
Required

 

Bachelor's Degree and 6 years of experience in Credit Analysis, Credit Underwriting OR High School Diploma or GED and 10 years of experience in Credit Analysis, Credit Underwriting

 

Preferred

 

Education: Bachelor’s Degree in Real Estate, Finance, and/or Accounting

Master's Degree

Finance/Banking experience with 5 – 7+ years’ experience in Commercial Real Estate (CRE) finance with focus on credit portfolio management and underwriting

Experience portfolio management/underwriting in Senior Housing, Skilled Nursing Facilities and ABL a plus

Skill(s): Completion of a formal credit training program

Strong analytical, financial modeling, written and communication skills

Proficiency with Microsoft Excel/MS Office



  • New York, NY, United States First Citizens Bank Full time

    OverviewFirst Citizens Healthcare Finance provides comprehensive financing and banking solutions to middle market healthcare companies across the U.S. Using a client-focused and industry-centric model, Healthcare Finance can tailor its products and services to help clients meet their needs for growth capital.The VP, Sr Portfolio Manager is responsible for...


  • New York, United States Top Tier Investment Manager Full time

    My client a high profile Investment Manager is currently looking for a Senior Equity Analyst with in depth knowledge of the global Software sector. The successful applicant will have at least 10-15yrs years of experience as an Equity Analyst covering the Software sector at a top Asset Manager or Hedge fund. This role does also include some portfolio...


  • New York, United States UPWARD TREND LLC Full time

    Healthcare Portfolio Manager - Equity Market Neutral Multibillion Long / Short HF platform New York Our client, a successful global Equity Market Neutral platform are actively looking for an experienced Healthcare PM for its fast-growing multimanager platform in New York. They can offer increased capital, generous payouts, and a unique workplace culture with...


  • New York County, New York, United States First Citizens Bank Full time

    Overview: First Citizens   provides cash flow and asset based senior debt for communications and technology companies in the middle market throughout the United States.   This position is responsible for the management of Technology, Media, & Telecom (TMT) portfolio accounts. Responsible for the financial risk and analysis of the portfolio through...


  • New York County, New York, United States Post Acute Partners Full time

    Salary: 100,000 / Year Overview: Post Acute Partners is seeking an Analyst of Portfolio Management & Transactions.    Post Acute Partners Management, LLC, a large and growing geriatric, and pediatric post-acute healthcare services company focused on the Northeast, is looking for an Analyst to join its New York City corporate office.  This position is...


  • New York, United States Green Recruitment Company Full time

    Role: Senior Manager, EV Portfolio Finance Location: United States (Remote) The Senior Manager, EV Portfolio Finance; you will play a pivotal role in establishing and growing the Portfolio Finance function. This individual is responsible for sourcing, negotiating, and executing structured financing, which may include project sales, leases, construction...

  • Portfolio Manager

    1 week ago


    New York, United States Piermont Bank Full time

    **About Us**: **The Role**: The Portfolio Manager is responsible for monitoring and assessing the credit risk of the banks commercial loan portfolio. This individual will focus on detailed financial statement analysis, industry assessment, collateral valuation, and cash flow analysis. **Responsibilities**: - Manages a loan portfolio of existing...

  • SAP Portfolio Manager

    2 weeks ago


    New York, United States truData Solutions Full time

    Title: SAP Portfolio Manager Start Date: ASAP Duration: Contract to hire / Permanent Location: Montvale, New Jersey – Onsite Summary: The SAP Applications Portfolio Manager is an essential member of the IT Project Management Office (PMO) and will report to the Senior Manager, Project Management Office. The SAP Applications Portfolio Manager will be...

  • Portfolio Manager

    2 days ago


    New York, United States Hedge Fund Full time

    Established Portfolio Manager/Trader with Proven ExpertiseMajor Buy Side client look for an established Portfolio Manager/Trader with a distinguished 5+ year track record in the financial markets. This role is designed for a seasoned professional who has demonstrated expertise in designing, developing, and managing highly profitable systematic trading...


  • New York, United States iCapital Full time

    Responsibilities Perform deep credit research and due diligence on new private credit co-investment opportunities alongside third-party lenders. Manage private credit portfolio construction. Oversee financial underwriting models. Present investment committee memos. Discuss overall strategy, portfolio, and specific co-investments with investors, as...


  • New York County, New York, United States First Citizens Bank Full time

    Overview: First Citizens provides comprehensive financing and banking solutions to middle market healthcare companies across the U.S. Using a client-focused and industry-centric model, Healthcare Finance can tailor its products and services to help clients meet their needs for growth capital.   This Underwriter II supports the Healthcare group through...

  • Portfolio Manager

    5 days ago


    New York, United States Piermont Bank Full time

    About Us: Piermont Bank is a tech-enabled digital commercial bank founded in 2019 with a mission of changing the face and pace of banking. It provides an unprecedented experience that blends the best of banking and agile Fintechs. At Piermont, we are purpose-driven, and focused on creating and delivering banking products relevant to today's digital economy....

  • Senior Associate

    1 week ago


    New York, United States Albert Cliff Full time

    Our client is a global private equity firm specializing in healthcare investments. The fund (headquartered in the US) is a distinguished private equity firm renowned for its strategic investments and transformative approach within the healthcare industry. With a legacy of successful transactions and value creation initiatives, they are committed to driving...

  • Sponsor Finance

    4 weeks ago


    New York, United States SMBC Group Full time

    Role Description SMBC is hiring an Analyst within the Sponsor Finance - Portfolio Management and Portfolio Origination team. This position is responsible for managing a mid market and large cap portfolio of Private Equity backed Leveraged Loans that are primarily rated single-B (or equivalent). This role is responsible for credit monitoring as well...


  • New York, NY, United States CyberCube Full time

    New York, NYProduct /Full-time /HybridAbout CyberCube:1) The market leader in digital analytics with the mission of delivering the world’s leading cyber risk analytics on one of the most critical risks of today and the future.2) Exceptionally well-funded startup that has raised over $100MM of capital from top-tier investors that has no need for any...


  • New York, New York, United States First Citizens Bank Full time

    Overview: This is an opportunity to work within a small and growing group for a top 20 U.S. Bank with significant advancement opportunities both within the department and other functional areas of First Citizen's Commercial Bank. The VP, Sr Underwriter Portfolio Manager Sponsor Finance will work within a team construct to assist in the credit underwriting...


  • New York County, New York, United States NBCUniversal Full time

    Job Description The Comcast NBCUniversal Symphony team is seeking a Manager to support the Portfolio Growth & Partnerships function. This opportunity will provide the candidate with a solid understanding of the organization’s business priorities, portfolio of brands, and key executives. The role will focus on partnering with brands and functions across...


  • New York, United States Sumitomo Mitsui Banking Corporation Full time

    SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group,...

  • Portfolio Manager

    2 weeks ago


    New York, United States The Resource Collaborative Full time

    Our client deploys systematic, computer-driven trading strategies across multiple liquid asset classes, including equities, futures, and foreign exchange. The core of their effort is rigorous research into a wide range of market anomalies, fueled by their unparalleled access to a wide range of publicly available data sources. Over the long run, the most...


  • New York, United States Taurus Search Full time

    My client is an international bank and is looking to hire a Renewable Energy Director to join their global business.This senior-level role will be part of the front-office team and will have a hybrid of portfolio management responsibilities and along with sitting alongside the Client Advisors to support the structuring of a renewable energy project finance...