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Vice President, Global Markets Credit Wholesale Credit Team Lead

New York, New York;

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:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

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)

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-23006765

Band: H5

Manages People: No

Travel: Yes, 10% of the time

Manager:

Talent Acquisition Contact:

Courtney Carlton

Referral Bonus:

0

New York City pay and benefits information

New York City pay range:

$95,900 - $128,700 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.