Vice President, Loan Portfolio Advisory, BCMA

New York, USA
Jan 22, 2021
Feb 06, 2021
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Team Overview
The Loan Portfolio Advisory team is part of The Banking, Capital Markets & Advisory Division within the Institutional Clients Group ("ICG"). LPA is a private side group whose mandate is to create tailored risk and capital management solutions in coordination with ICG Markets public side execution teams and evaluates, advises on and help develops new business and client opportunities in support of the growth strategy of BCMA. LPM partners with Global Capital Management, Banking, Risk and Markets and works with various support functions to drive cross-franchise collaboration in support of firm business opportunities.

Job Background/Context:
Supporting the Global Head of BCMA Loan Portfolio Advisory, the VP of LPA will be responsible for 1) market intelligence and insights related to lending and credit markets products and trading activities; 2) advisory and trade support for Risk and Banking partners on hedge execution and portfolio management issues; 3) enhancement of relevant governance, policies and procedures to ensure best practices for the group's operating activities; and 4) project management of key cross-firm strategic and business development initiatives

Key Responsibilities Include, but are not limited to:
  • Monitor Loan & CDS market trends and provide guidance to Banking & Risk on loan pricing, hedge costs and hedge execution strategies on obligor, transaction or portfolio basis as well as monitoring and support of mitigation activities
  • Prepare briefs on portfolio composition and trends, impact of risk policies, regulatory and accounting changes or other topical areas with support of LPA analysts
  • Frequent Ad-hoc projects entailing analysis and/or project management responsibilities (i.e., industry limit hedging analysis, capital management exercises, NPAC for new initiatives, etc.)
  • Develop materials, resources, frameworks to demystify processes, policies, trading conventions to increase and improve the impact of the advisory work the team provides to partners in Banking and GCM
  • Develop resources and frameworks to expand the quality, quantity and frequency of market and product insights and information available to the team, and create targeted approach to leverage for benefit of banking, GCM and Risk partners.
  • Develop subject matter expertise on trends and issues affecting our industry and provide impact analysis and recommendations.
  • Contribute to continuous enhancement of governance, policies and procedures to ensure best practices for group's operating activities
  • Supervise, train and support the career development of junior team members

  • 6-10 years of relevant experience
  • Strong knowledge of credit products (loans, bonds, CDS, CLOs), the marketplace and market issues, preferably through experience in loan trading or syndications, credit research or credit trading.
  • Ability to think strategically and creatively to identify industry trends and provide strategic insight
  • Well organized, disciplined approach to work with a high level of attention to detail.
  • Team player with strong work ethic who also works well with others
  • Strong writing, analytical, communication, and presentation skills
  • Solid technology skills, including excel and Bloomberg or other relevant market research tools

  • Bachelor's degree in Finance or closely related areas of Business Administration
  • Master's degree or CFA a plus

Job Family Group:
Institutional Banking

Job Family:
Corporate Banking

Time Type:
Full time

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