Managing Director – Strategic Capital Management

Managing Director – Strategic Capital Management

Requirements

• Typically 9+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• This position requires Credit Qualification. The incumbent must possess an in-depth level of Credit knowledge and skills and an in-depth level of Portfolio Management knowledge and skills according to the standards established within the Credit Qualification Process Policies & Procedures.
• An undergraduate degree. Focal areas of finance, economics, or accounting preferred.
• CPA or MBA or equivalent experience in finance, accounting and business law.
• 15+ years of relevant experience in negotiating and structuring financial transactions.
• Minimum of 15 years in financial services industry experience in a corporate lending environment with experience in various balance sheet de-risking strategies.
• Formal credit training and prior lending authority.
• Seasoned expert with extensive industry knowledge.
• Technical leader viewed as a thought leader for innovation.
• Verbal & written communication skills – Expert.
• Analytical and problem solving skills – Expert.
• Influence skills – Expert.
• Collaboration & team skills; with a focus on cross-group collaboration – Expert.
• Able to manage ambiguity.
• Data driven decision making – Expert.

Responsibilities

• Forming a new dedicated centralized resource team focused on active portfolio exposure management.
• Working with lines of business and product partners to develop options to de-risk or reduce loan exposures where desirable and accelerate balance sheet velocity to better manage risk or enhance returns.
• Analyzing portfolio to identify candidates and advising relationship managers on de-risking strategies and options.
• Serving as central point of contact coordinating process between stakeholders.
• Ensuring the documentation, reporting and data requirements are addressed satisfactorily and internal control standards, including adherence to audit, regulatory and compliance policies are met.
• Coaching and mentoring team members and freely sharing information and ideas.
• Building interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
• Providing training and advice to relationship managers on de-risking options and borrower fit.
• Identifying issues, gaps and process improvements through open communication both internally and with other bank areas, and through the monitoring of productivity against benchmarks.
• Collaborating to generate ideas, identify client solutions, pursue sector solutions that support growth and enhancement to returns, and deliver timely solutions.
• Overseeing documentation and ongoing monitoring of asset and client performance as appropriate.
• Coordinating approvals and execution on de-risking transactions between specialist teams, finance, risk and line of business.
• Actively working with specialists as needed to support successful syndication, sales, credit swaps, credit insurance, originate-to-distribute and other available de-risking programs.
• Proactively identifying gaps, issues and best practices in the process.
• Acting as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.
• Managing resources and leading the execution of strategic initiatives to deliver on business and financial goals.

Preferred Qualifications

• Preferred experience in large corporate/commercial lending, syndications.