Join LPL Financial as an Analyst in CFO Solutions, focusing on financial insights and analytics for affiliated financial advisors. Collaborate with CFOs and improve financial models and reporting processes.
About the role
- Head Portfolio Manager for Webster Bank's Healthcare Sponsor Finance team overseeing portfolio management of PE-backed investments. Responsible for stakeholder interaction and managing junior resources in a fast-paced environment.
Responsibilities
- Responsible for all portfolio management activities for cash flow-based investments in PE-backed transactions.
- Coordinate junior resources to ensure required portfolio reviews, waivers, amendments, and incremental credit extensions are processed in accordance with Webster Bank Credit Policies.
- Mentor junior deal team members and interact with multiple stakeholders.
- Involvement in new deal underwriting and execution as time/capacity permits.
Requirements
- Bachelor's Degree in Business, Finance, Accounting, Economics, or equivalent work experience.
- 10+ years of experience in leveraged finance at a commercial or investment bank with strong commercial credit experience.
- Experience leading negotiation of credit agreements / legal documentation of leveraged loans.
- Superior written and verbal communication skills.
- Strong analytical skills and proficiency with financial statement modeling.
- Experience underwriting middle market sponsored transactions.
- Ability to work in a fast-paced environment with little to no supervision.
Benefits
- Incentive compensation
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