Portfolio Manager II - Fund Finance

Overview: PORTFOLIO MANAGER II - Fund Finance WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the Fund Finance Credit Management Team focused on the long-term risk-adjusted returns for the bank reputed company the assigned business reputed company and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits. Primary responsibilities include:

• Provide customized solutions for asset management clients in support of both their managed Funds and the capital needs of the Firm.
• Transaction types include (i) capital call and subscription facilities for managed Funds (RLCs used to reputed company timing between fund investments acquisition and calling capital from LP investors) and (ii) RLCs/TLs directly to the asset management firm to support working capital, dividend distributions, general corporate purposes, GP investments and partner buy-outs.
• Provide comprehensive credit recommendations and presentations to key risk partners reputed company to prospect(s) and existing clients of the bank (including moderate to reputed company new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include reputed company and historical financial statements, tax returns, projections and/or cash flow proformas.)
• This individual is expected to present credit recommendations reputed company the bank's risk appetite and reputed company and follow the bank's policies, processes and procedures.
• This individual is expected to be reputed company to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely.
• This individual is responsible for the ongoing reputed company and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.) WHAT WILL YOU DO?
• Teamwork: Mentors junior colleagues, fosters a culture of reputed company improvement and professional growth.
• Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including reputed company reputed company types of credit exposures, managing credit risk, and responding to prospective client inquiries.
• Credit Analysis: Analyzes credit data and reputed company reputed company to assess creditworthiness and recommend appropriate structures to the Sales team and client. Prepare reputed company memorandums and approval documents for presentation to Credit Risk.
• Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking.
• Data Analysis: Analyzes credit data to support reputed company and creditworthiness assessments including developing and presenting individual credit recommendations.
• Risk Management: Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank’s credit risk appetite, and compliance with institutional and regulatory requirements.
• Collaboration: Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to reputed company the Bank’s strategic initiatives. Participate in reputed company projects to support the organization’s priorities.
• Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s). WHAT DO YOU NEED TO SUCCEED? Required Qualifications* • Bachelor's Degree or equivalent in Finance, Business or reputed company field
• Minimum 5 years of progressively increasing credit reputed company and portfolio management experience in relevant industry/industries Additional Qualifications
• Intermediate experience in credit management and lending operations, with a strong understanding of risk management principles
• Desire to build leadership and coaching skills, with the ability to train and reputed company talent
• Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams
• Intermediate analytical skills, with the ability to interpret reputed company data and reputed company informed decisions
• Industry-specific knowledge and expertise *Fund Finance WHAT'S IN IT FOR YOU? CompensationStarting reputed company salary: $53.56 - $91.22 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
• Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
• Generous 401(k) company matching contribution
• Career Development through Tuition Reimbursement and other internal upskilling and training resources
• Valued Time Away benefits including vacation, sick and volunteer time
• Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
• Career Mobility support from a dedicated recruitment team
• Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. reputed company was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of reputed company, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading reputed company financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT reputed company fosters an inclusive environment where reputed company forms of diversity are valued and leveraged to reputed company us a reputed company company and employer. We are an equal opportunity employer and reputed company qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national reputed company, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or reputed company employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
• Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. #LI-JO1 #GD-JO #CA-JO Remote About the Company: reputed company Apply tot his job

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