Director of Referral Services overseeing the referral processes at BioMatrix. Focused on patient referrals, prescription activities, and team management in specialty pharmacy.
About the role
- Executive Director-level Portfolio Manager managing credit aspects of a diverse TMT portfolio. Collaborating with teams across Corporate & Investment Banking to deliver financial solutions.
Responsibilities
- Manage and oversee credit aspects of a broad portfolio of public and private companies across the TMT sector, likely with an emphasis on the Technology subsectors, including AI
- Perform detailed credit, financial statement analysis, industry analysis and projection modeling to ensure accurate and timely monitoring, accurate risk ratings, covenant compliance, watchlist updates, and recognition of potential problems loans
- Provide high touch portfolio monitoring, analytics and aggregate reporting.
- Provide and present portfolio updates as needed to senior leadership, risk management and coverage partners
- Lead coordination and execution of loan booking, closing, legal documentation and compliance requirements
- Partner with Corporate Banking Relationship Management and Industry Bankers to support client coverage needs related to credit products.
- Lead credit analysis support and execution to grow relationships through products such as rates, fx, operating exposure for cash management.
- Engage with clients as needed
- Assist with coordination and preparation for borrower/portfolio reviews and responses for internal and external exams
- Deliver solutions that are long term, large scale, and require vision, creativity, innovation, advanced analytical and inductive thinking, and coordination of highly complex activities and guidance to others
- Oversee the technical due diligence, complex financial modeling, and credit analysis performed by junior team members
- Ensure that all credit and risk monitoring is performed and that internal reporting requirements are adequately and timely completed
- Provide guidance to the team for the preparation of comprehensive credit screens and analyses in line with the bank’s existing credit policies and procedures, highlighting counterparty risks, contractual risks, and structural risks. Finalize recommendations for internal risk ratings
- Provide ongoing market intelligence to the team as to various sub-sectors within TMT and its main participants.
- Occasionally assign projects to junior team members to cultivate and deepen the team’s collective knowledge
- Directly or indirectly manage, mentor and train junior team members
- Collaborate and consult with peers, colleagues, managers, and develop a relationship with internal partners, including product groups, risk and operations to achieve goals
Requirements
- 7+ years of experience in CIB Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 4+ years of experience in deal execution or portfolio management in Technology related subsectors
- Strong analytical skills with high attention to detail and accuracy
- Strong accounting skills and ability to analyze financial statements
- Excellent verbal, written, and interpersonal communication skills
- High level of initiative and accountability
- Strong Excel skills and intermediate Microsoft Office Word, and PowerPoint skills
- Experience in assessing and modifying projection models
- Strong knowledge of credit agreements and structures
- Knowledge and understanding of corporate banking credits, cash flow analysis, and underwriting guidelines
- Ability to multitask, time management and prioritization skills.
Benefits
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Job title
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