VP Portfolio Manager - Private Equity

Edenthorpe Search; New York (NY); On-site; USD 180,000 - 200,000; Full time

Job summary

Edenthorpe Search is seeking a Portfolio Manager for a leading bank in New York's Private Equity division. This role focuses on structuring and managing financing loans, requiring significant experience in banking and asset management. Ideal candidates will possess strong underwriting skills and a consultative approach to client interaction, alongside management responsibilities in a dynamic financial environment.

Qualifications

• 10+ years of banking experience with direct portfolio management in private equity or asset management.
• Strong underwriting, financial modeling (Excel proficiency), and risk-rating skills.
• Deep knowledge of fund finance loans and credit policies.

Responsibilities

• Underwrite, structure, and manage fund financing loans adhering to bank guidelines.
• Conduct due diligence and analyze financial data for loan requests.
• Co-manage client relationships and monitor covenant compliance.

Skills

Underwriting

Financial Modeling

Analytical Skills

Client Relationship Management

Education

Bachelor’s degree in Finance or related field

MBA or CFA preferred

Job description

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This range is provided by Edenthorpe Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$180,000.00/yr - $200,000.00/yr

Direct message the job poster from Edenthorpe Search

Edenthorpe Search have been requested to identify a Portfolio Manager for a leading New York-based bank within their Private Equity business line. Reporting to the Managing Director, this role focuses on structuring, underwriting, and managing a portfolio of fund financing loans for private equity clients, emphasizing a consultative approach to client and internal stakeholder interactions.

Key Responsibilities:

• Underwrite, structure, and manage fund financing loans, including capital call lines, management company lines, NAV facilities, and hybrid facilities, adhering to bank guidelines.
• Conduct due diligence and prepare opportunity memos for new client relationships.
• Analyze financial data to evaluate loan requests, recommend structures, and present to the Loan Approval Process.
• Co-manage client relationships, acting as a liaison with the Credit Department and internal teams.
• Monitor covenant compliance, accurately risk-rate loans, and develop solutions for problem credits.
• Ensure portfolio administration aligns with bank credit policies and regulatory guidelines.
• Support renewals, amendments, and waivers in collaboration with Relationship Managers and clients.
• Perform financial modeling and prepare loan write-ups to drive new business.

Qualifications:

• Bachelor’s degree in Finance or related field; MBA or CFA preferred.
• 10+ years of banking experience with direct portfolio management in private equity or asset management.
• Strong underwriting, financial modeling (Excel proficiency), and risk-rating skills.
• Deep knowledge of fund finance loans and credit policies.
• Exceptional analytical and client relationship skills.

Please apply directly for a discreet conversation about this role.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Accounting/Auditing, and Consulting

• Industries

  Investment Banking, Banking, and Financial Services

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