WhiteCap Search ยท 2 weeks ago
Analyst/Associate, Credit Facility Management
WhiteCap Search is seeking an Analyst/Associate to join their Credit Facility Management team in New York. The role involves managing compliance with credit facility terms and overseeing the loan approval process with lenders, while also maintaining relationships with custodians and monitoring financials of underlying obligors.
Professional ServicesRecruitingStaffing Agency
Responsibilities
Manage compliance with credit facility terms, including ongoing Borrowing Base compliance
Review fund investments to ensure optimal financing of underlying assets
Manage all credit facility compliance and reporting requirements
Manage loan approval process with lenders
Monitor underlying obligor financials and maintain dialogue with investment professionals to identify potential impacts to credit facilities
Manage relationship with Custodian/Trustee
Qualification
Required
Graduate with a bachelor's degree in Finance or related field
1-7 years of experience in financial services industry
Understanding of credit facilities and/or CLOs
Understanding of bank loans
Proficient in excel and outlook