VP Portfolio Manager - Private Equity Job at Edenthorpe Search, New York, NY

VDkyUjFBdS9vZWtoaDNaeXAya1oxNU83RGc9PQ==
  • Edenthorpe Search
  • New York, NY

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.

Job Tags

Similar Jobs

Trojan Roofing

Inside Sales Representative Job at Trojan Roofing

 ...Job description Position Overview As an Inside Sales Representative , you will play a critical role in driving sales success by managing leads, converting inquiries into appointments, and assisting customers through the early stages of the sales process. Your primary... 

Motion Recruitment

Junior DevOps Engineer Job at Motion Recruitment

Join to apply for the Junior DevOps Engineer role at Motion RecruitmentWere working with an established digital health company located in Rhode Island that specializes in improving outcomes for chronic conditions like diabetes through behavioral science, data, and technology... 

bold line design

Interior Designer Job at bold line design

 ...Overview Position | Interior Designer Experience | 5+ years Location | Jacksonville, Florida Type | Full-Time in Office...  ...inspirational images, finish selections, and curated collections of furniture, art, and accessories. As the Interior Designer, you... 

Harlem Children's Zone

School Principal, Promise Academy Charter School Job at Harlem Children's Zone

 ...break the cycle of intergenerational poverty and unlock new possibilities for our children, families, and communities. As the K-12 charter school within HCZ's cradle-to-career pathway, Promise Academy delivers exceptional education alongside holistic supportempowering... 

Get It - Marketing

Customer Success Manager - Remote Job at Get It - Marketing

Customer Success Manager About Us We are a dynamic and growing company on a mission to empower the people behind the hospitality industry...  ...challenges, and profitability. With a global team of 350 and a remote-first mindset, we provide flexibility while fostering...