Portfolio Manager - Investment Fund Finance-2400958
Description
TriState Capital Bank is an independent chartered bank subsidiary of Raymond James. Headquartered in Pittsburgh, PA, TriState Capital Bank provides premier private banking, commercial banking, and treasury management products and services to corporate, institutional, and high-net-worth (HNW) clients.Summary PositionThe Primary Position Develop and manage counterparty and collateral underwriting and due diligence framework and process, including but not limited to credit due diligence questionnaires, credit review process and counterparty screening process. Work framework Underwrites clients Performs Provide agreements Prepares the following for approval by Senior Loan Committee, Chief Credit Officer and/or Senior Credit Officero Credit (CAR)o Modificationso Covenant Waivers/Amendmentso Periodic Reviews Manages foro Loan Performanceo Accurate Ratingo Required Reportingo Covenant Complianceo Payment Delinquencieso Overdrafts Ensures compliance with the Bank's credit policies and procedures, identifying exceptions for approval whenthey occur Ensures Approve loan advances for revolvers based on review of borrowing base information and covenant checking Assist with the development of Fund Finance specific frequency. Prepares required Ensures compliance Accompanies appropriate Work closely with the risk and regulatory reporting team to create risk reporting for senior management, board and other external parties such as auditors and regulators
Qualifications
Education and Experience Requirements Bachelor's field Minimum experience Completion Essential Skills and Abilities Demonstrated transactions Excellent organization skills, attention to detail and the ability to work in a fast-paced environment and Strong skills Strong skills Ability team Proficient chartsRaymond James Guiding BehaviorsAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firms core values of client-first, integrity, independence and a conservative, long-term view.We expect our associates at all levels toAt Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Job
Banking
Primary Location
US-NY-New York-New York City
Organization
TriState Capital Bank
Schedule
Full-time
Shift
Day Job
Travel
NoSalary Range CO, CA, DC, HI, IL, NJ, NY, WA (based on Education, Work Experience, and Geographic Location)$132,000 - $195,000Thank You