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Portfolio Monitoring Lead & Corporate Derivatives

Portfolio Monitoring Lead & Corporate Derivatives

CompanyUBS
LocationRaleigh, NC, USA
Salary$207500 – $282500
TypeFull-Time
DegreesBachelor’s
Experience LevelExpert or higher

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, or Mathematics; MBA and/or CFA strongly preferred.
  • Min. of 10 years of experience in corporate credit risk or related roles within wholesale banking, with demonstrated expertise in credit risk underwriting and/or loan portfolio management and corporate derivatives.
  • Extensive knowledge of financial analysis, enterprise valuation, legal documentation, and leveraged lending guidelines.
  • Strong quantitative risk analysis skills, coupled with advance skills in financial modeling and complex financing structures.
  • Demonstrated ability to lead due diligence processes, assess credit risks, and succinctly communicate recommendations to senior managers.
  • Extensive experience with common trading documentation, particularly ISDA/CSA.
  • Proven leadership and mentoring experience, with the ability to foster collaboration and drive results across global teams.
  • Strong verbal and written communication skills, with the ability to confidently present complex analyses to varied audiences.

Responsibilities

  • Oversee the Raleigh based team for Commercial Lending inclusive of building, training, and retaining a team of credit risk professionals. Mentor and develop junior team members, ensuring quality output and fostering a collaborative team environment.
  • Responsible for comprehensive credit analysis for a designated portfolio, drawing conclusions on creditworthiness, risk ratings, exposure drivers, and business prospects.
  • Leading due diligence efforts, ensuring thorough risk assessments and regulatory compliance throughout the deal lifecycle.
  • Responsible for any ad-hoc portfolio management reports, ensuring alignment with regulatory and internal requirements.
  • Provide guidance on Shared National Credit exam-specific documents, ensuring analyses meet regulatory standards.
  • Identify counterparties with deteriorating credit trends, perform monthly re-assessments, recommend watch list adjustments, and escalate specific credit concerns to senior leadership.
  • Manage the corporate derivatives portfolio; oversee trading document negotiation (ISDA / CSA) and ensure adherence to the traded products risk appetite framework.
  • Drive strategic projects, such as improvements to risk frameworks and risk IT infrastructure in coordination with IT, Risk Change and business functions.
  • Manage and collaborate with colleagues of varying seniority and geographic locations to ensure seamless communication and execution of responsibilities.

Preferred Qualifications

  • MBA and/or CFA strongly preferred.