Title: ED, Head of Fund Finance Origination
Office Status: Onsite NYC
Base Salary: $240, 000 $285, 000
Overview
A top-tier global financial institution is seeking a seasoned credit and risk leader to head its Investment Fund and Client Portfolio team in New York City. This role blends strategic team leadership, client engagement, and hands-on credit oversight, providing an opportunity to drive portfolio performance while managing a high-performing team. The position is ideal for a results-driven professional looking to influence credit quality, guide risk management, and oversee complex investment portfolios.
Key Responsibilities
- Lead and supervise the client portfolio team, establishing strategy, assigning goals, and monitoring performance to meet organizational objectives.
- Build and maintain client relationships, identify growth opportunities, and promote financial products and services to institutional clients.
- Oversee credit due diligence, transaction analysis, and approval processes, ensuring accurate assessments, regulatory compliance, and timely execution.
- Own and manage portfolio risk as the first line of defense, monitoring transactions, covenants, and credit quality, while escalating issues appropriately.
- Supervise post-disbursement processes including loan classification, KYC reviews, and follow-up on non-performing facilities.
- Ensure the team adheres to internal policies, procedures, and regulatory requirements, promoting a culture of risk awareness.
- Allocate resources effectively, mentor team members, provide training, and cover responsibilities during team capacity gaps.
- Support remediation and risk management initiatives, collaborating across departments to implement improvements.
- Prepare reports, business research, and materials for senior management, ensuring timely communication of insights and outcomes.