Surveillance and monitoring of an assigned portfolio of leveraged loan exposures, including quarterly financial tracking, rating action review, and watchlist management
Credit memos on underperforming names, with clear views on path forward, recommended actions, and restructuring dynamics
Evaluation of amendments, waivers, and covenant activity across the book
Excel-based models, dashboards, and reporting infrastructure that scale with the portfolio
Written and verbal credit updates to internal stakeholders and external partners on credit evolution and restructuring options
Direct exposure to senior leadership and a voice in how the platform’s portfolio function evolves
Qualifications
4+ of experience in leveraged finance, with credit surveillance, portfolio management, or post-close monitoring as a meaningful part of yourwork