Western & Southern Financial Group · 1 week ago
VP, Sr Portfolio Manager - Private Asset-Backed Finance
Cincinnati, OH
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expWestern & Southern Financial Group is seeking a Vice President, Senior Portfolio Manager - Private Asset-Backed Finance. This role is responsible for developing, growing, and managing a portfolio of Private ABF investments, focusing on income generation and capital preservation while partnering with the public Securitized Fixed Income team.
Financial ServicesHealth InsuranceInsurance
Responsibilities
Manages and prioritizes a pipeline of private ABF opportunities through a developed and approved business strategy
Manages all transactional aspects of the end-to-end process of negotiating, structuring and closing asset-based finance transactions
Presents and reinforces the rationale for the investment to the Investment Committee
Leads and participates in pitching, evaluating, structuring, executing, managing and closing all aspects of ABF transactions
Provides ABF execution expertise/guidance to other members of the investment team
Drives issuer engagement and originates opportunities
Develops and maintains relationships with external counterparties and internal partners
Identifies, researches and analyzes potential new asset classes
Drives effective monitoring and reporting of the private asset backed ABF portfolio
Liaises with Legal, Accounting, Operations, Compliance and Risk departments on various transactions
Performs other duties as assigned
Complies with all policies and standards
Qualification
Required
Bachelor's Degree Finance or quantitative related field - Required
10+ years of experience in banking, investment banking, insurance, investment advisory and/or capital markets with specific experience structuring and executing private ABF transactions. - Required
Proven experience in cashflow modeling and structuring across multiple ABF sectors. - Required
Strong working experience with credit rating agencies and legal teams used in ABF financings and underwritings. - Required
Experience across various ABF collateral types (commercial and consumer) - specifically structuring to achieve long-term capital efficiency for insurance clients. - Required
Prior and successful experience generating collateral performance assumptions, evaluating credit risk and negotiating deal terms. - Required
Strong public, 144a, 4a2, and loan deal execution performance history and credit underwriting skills. - Required
Developed effective relationships and management skills within private asset backed sectors. - Required
Demonstrated excellent in-person presentation skills, both oral and written. - Required
Proven team player with the ability to be a leader and manager for the sector and team on multiple transactions at any one time. - Required
Superior and proven organizational skills in order to handle multiple complex transactions simultaneously. - Required
Demonstrated ability to successfully interact effectively with senior executives inside and outside our organization. - Required
Preferred
Master's Degree Finance or quantitative related field - Preferred
CFA - Preferred
Company
Western & Southern Financial Group
Western & Southern Financial Group is a network and insurance group.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
John F. Barrett
Chairman, President and CEO
Robert Walker
Senior Vice President and Chief Financial Officer
Recent News
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