2 дня назад
Senior Credit Portfolio Manager - Global Family Office (GFO)
74 200 - 126 200$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Credit Portfolio Manager - Global Family Office (GFO) (Credit Portfolio Management): Managing credit risk and profitability for a portfolio of family office clients with an accent on financial analysis, credit underwriting, loan performance, and creditworthiness assessment. Focus on preparing credit memoranda, evaluating liquidity and collateral support, monitoring covenants, and mentoring less experienced credit portfolio managers.
Location: Chicago, IL; office-based and required onsite. Travel to client locations may be required. Applicants must be authorized to work in the United States without employment-based visa sponsorship.
Salary: $74,200–$126,200 USD per year, plus a discretionary bonus program that may include an equity component.
Company
provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.
What you will do
- Manage credit product risk and profitability across a portfolio of credit clients.
- Monitor loan performance, credit quality, covenant compliance, documentation deficiencies, and margin reports.
- Support Relationship Managers with financial analysis, credit underwriting, pricing, and covenant structuring.
- Analyze financial statements, investment holdings, liquidity, collateral support, repayment sources, and creditworthiness.
- Prepare and present written credit memoranda for approval and coordinate legal documentation.
- Train, mentor, and guide Rotational Development Program partners and less experienced credit portfolio managers.
Requirements
- 5–7 years of experience in financial and/or credit analysis.
- In-depth knowledge of finance, accounting, and investments.
- Knowledge of applicable industry laws and regulations relevant to credit risk.
- Strong analytical and communication skills for assessing credit risk and preparing credit presentations.
- Personal computer skills for preparing financial spreadsheets, projections, and client financial analyses.
- U.S. work authorization without current or future employment-based visa sponsorship; visa sponsorship is not available.
Culture & Benefits
- Retirement benefits including a 401(k) and pension.
- Medical, dental, vision, spending account, and disability benefits.
- Paid time off, parental and caregiver leave, and life and accident insurance.
- Flexible and collaborative work culture with opportunities for internal mobility and access to senior leaders.
- Inclusive workplace with opportunities to support local communities through philanthropy.
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