Sponsor Credit Lead Mid-Corporate Portfolio Manager

• Underwrite new transactions as part of a team or as lead underwriter
• Build and sensitize integrated operating/LBO models
• Size debt capacity and covenant headroom
• Produce in-depth credit analysis and write credit approval memoranda
• Run diligence: synthesize data-room materials, financial statements, projections, and third-party reports
• Negotiate legal documentation: review and comment on term sheets, credit agreements, intercreditor docs
• Present to senior approvers and risk committees
• Portfolio Management: oversee production of quarterly reviews, variance analyses, compliance checks
• Monitor market and macro trends
• Integrate AI tools into underwriting and portfolio workflows
• Mentor junior team members

• 5+ years of Mid-Corporate Portfolio Management experience
• Experience managing complex credit and capital structures, including M&A and/or sponsor-backed transactions
• Advanced proficiency in accounting principles, financial statement analysis, and financial modeling
• Significant experience with credit documentation, including term sheets, credit agreements, and intercreditor provisions
• Demonstrated ability to assess business/industry risk, structure covenants and protections, and assign/defend internal ratings
• Strong analytical skills with heightened attention to detail and accuracy
• Excellent written and verbal communication skills
• Ability to work in a fast-paced, deadline-driven environment
• Strong foundation in credit analysis, including evaluation of business risk, industry trends, and capital structures
• Proficient in Microsoft Office (Word, Excel, Powerpoint, and Outlook)

Experience within commercial or corporate banking, investment banking, leveraged finance, private credit, private equity, or ratings agencies