
Job Description:
Global Markets Credit (GMC) organization is responsible for credit underwriting, ongoing monitoring and portfolio management of Global Markets (GM) financing and traded products transactions. GMC is a global organization, with over 120 staff globally, which partners directly with Global Markets FLU teams in relation to client selection, structuring and underwriting activities to drive revenue growth while maintaining appropriate risk disciplines. GMC also coordinates engagement with key control partners including Global Risk, Credit Review and Audit to accordance with our Risk Framework.
This role is responsible for managing approx. 8 resources supporting Hedge Fund and Asset Manager Credit Officers on a daily basis in the underwriting, monitoring and management of their portfolios. The end-to-end process involves credit underwriting, ongoing monitoring and portfolio management of traded products transactions. The lead acts as a primary liaison with the credit teams, operations, and other business partners. Handles more complex opportunities and takes a greater leadership role in supporting the clients' needs. Provides coaching to associates when dealing with day-to-day support activities. Employees that achieve success in this role often demonstrate the following attributes: attention to detail, self-motivation and learning agility.
Provides day to day managerial support on pre and post-closing activities which may include due diligence activities, creation of approval documents, and interaction with operations
Responsible for oversight of monitoring requirements and sourcing of required financial statements and NAV per the terms of the documentation
Identifies and resolves data quality issues
Identifies opportunities to improve operational efficiency
Understands policy and procedures and ensures compliance
Ensures policies and procedures are maintained and enhanced on an ongoning basis
Leads or participates in special projects
Coach and develops associates
Required Skills:
Written communications
Oral communication
Credit Guidelines & Lending Procedures
Portfolio monitoring
Underwriting systems
Credit Documentation verification
Commercial Lending & Commercial Products
Time Management
Organization
Collaborating
Influencing
Desired Skills:
College graduate or equivalent and/or track record of relevant experience
• Institutional banking experience and knowledge of traded products
•Managerial/team lead experience
• Good communication skills, both written and oral - ability to be concise and with attention to accuracy and detail; ability to influence business partners and stakeholders
• Good interpersonal skills and team player with a proactive attitude and ability to think independently and laterally
• Able to quickly absorb and follow credit policies and procedures; demonstrated ability to continuously learn and adapt with a proactive work ethic.
• Strong work organizational skills with an ability to work under pressure to ensure commitment deadlines are met. Ability and willingness to work as part of a team is essential
• Strong technical skills including Word, Excel, PowerPoint
•Familiarity with legal documentation (ISDA/CSA, GMRA, GMSLA, F&O)
Job Band:
H5Shift:
1st shift (United States of America)Hours Per Week:
40Weekly Schedule:
Referral Bonus Amount:
0Job Description:
Global Markets Credit (GMC) organization is responsible for credit underwriting, ongoing monitoring and portfolio management of Global Markets (GM) financing and traded products transactions. GMC is a global organization, with over 120 staff globally, which partners directly with Global Markets FLU teams in relation to client selection, structuring and underwriting activities to drive revenue growth while maintaining appropriate risk disciplines. GMC also coordinates engagement with key control partners including Global Risk, Credit Review and Audit to accordance with our Risk Framework.
This role is responsible for managing approx. 8 resources supporting Hedge Fund and Asset Manager Credit Officers on a daily basis in the underwriting, monitoring and management of their portfolios. The end-to-end process involves credit underwriting, ongoing monitoring and portfolio management of traded products transactions. The lead acts as a primary liaison with the credit teams, operations, and other business partners. Handles more complex opportunities and takes a greater leadership role in supporting the clients' needs. Provides coaching to associates when dealing with day-to-day support activities. Employees that achieve success in this role often demonstrate the following attributes: attention to detail, self-motivation and learning agility.
Provides day to day managerial support on pre and post-closing activities which may include due diligence activities, creation of approval documents, and interaction with operations
Responsible for oversight of monitoring requirements and sourcing of required financial statements and NAV per the terms of the documentation
Identifies and resolves data quality issues
Identifies opportunities to improve operational efficiency
Understands policy and procedures and ensures compliance
Ensures policies and procedures are maintained and enhanced on an ongoning basis
Leads or participates in special projects
Coach and develops associates
Required Skills:
Written communications
Oral communication
Credit Guidelines & Lending Procedures
Portfolio monitoring
Underwriting systems
Credit Documentation verification
Commercial Lending & Commercial Products
Time Management
Organization
Collaborating
Influencing
Desired Skills:
College graduate or equivalent and/or track record of relevant experience
• Institutional banking experience and knowledge of traded products
•Managerial/team lead experience
• Good communication skills, both written and oral - ability to be concise and with attention to accuracy and detail; ability to influence business partners and stakeholders
• Good interpersonal skills and team player with a proactive attitude and ability to think independently and laterally
• Able to quickly absorb and follow credit policies and procedures; demonstrated ability to continuously learn and adapt with a proactive work ethic.
• Strong work organizational skills with an ability to work under pressure to ensure commitment deadlines are met. Ability and willingness to work as part of a team is essential
• Strong technical skills including Word, Excel, PowerPoint
•Familiarity with legal documentation (ISDA/CSA, GMRA, GMSLA, F&O)
Shift:
1st shift (United States of America)Hours Per Week:
40Learn more about this role