Job Description

Edenthorpe Search have been requested to identify a Portfolio Manager for a leading New York-based bank within their Private Equity business line. Reporting to the Managing Director, this role focuses on structuring, underwriting, and managing a portfolio of fund financing loans for private equity clients, emphasizing a consultative approach to client and internal stakeholder interactions.

Key Responsibilities:

• Underwrite, structure, and manage fund financing loans, including capital call lines, management company lines, NAV facilities, and hybrid facilities, adhering to bank guidelines.
• Conduct due diligence and prepare opportunity memos for new client relationships.
• Analyze financial data to evaluate loan requests, recommend structures, and present to the Loan Approval Process.
• Co-manage client relationships, acting as a liaison with the Credit Department and internal teams.
• Monitor covenant compliance, accurately risk-rate loans, and develop solutions for problem credits.
• Ensure portfolio administration aligns with bank credit policies and regulatory guidelines.
• Support renewals, amendments, and waivers in collaboration with Relationship Managers and clients.
• Perform financial modeling and prepare loan write-ups to drive new business.

Qualifications:

• Bachelor’s degree in Finance or related field; MBA or CFA preferred.
• 10+ years of banking experience with direct portfolio management in private equity or asset management.
• Strong underwriting, financial modeling (Excel proficiency), and risk-rating skills.
• Deep knowledge of fund finance loans and credit policies.
• Exceptional analytical and client relationship skills.

Please apply directly for a discreet conversation about this role.

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