About the role
We’re seeking a future team member for the role of Senior Vice President, Asset Managers & Insurance Lending to join our Investment Management & Insurance Institutional Lending team. This role is located in New York, NY.
In this role, you’ll make an impact in the following ways:
- Responsible for all credit facility components including origination, underwriting and documentation for large, complex credit facilities/credit relationships in the investment management and insurance industries.
- Monitor existing credit portfolios and manage existing and new accounts and client relationships.
- Leverage strong technical expertise to develop tailored credit solutions informed by research and market insights.
- Address complex challenges that directly affect credit quality and/or client experience.
- Collaborate closely with internal partners, including risk management, legal, and relationship managers across various lines of business—to ensure smooth execution of lending transactions.
- Contribute to cross-functional initiatives aimed at enhancing the bank’s lending capabilities.
To be successful in this role, we’re seeking the following:
- Bachelor’s degree in finance or the equivalent combination of education and experience is required.
- 10–12 years of relevant experience preferred.
- Background in risk analysis, institutional lending, or commercial banking is preferred.
- Experience in reviewing, analyzing and negotiating credit documents.
- Familiarity with investment management, regulated mutual funds, and the insurance industry.
- Strong analytical skills and attention to detail.
- Ability to communicate effectively with stakeholders at all levels.
- Excellent written and verbal communication skills, with the ability to present complex information clearly.
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