
Portfolio Manager - Power and Project Finance
- Los Angeles, CA
- Permanent
- Full-time
- Partner with relationship manager(s) in underwriting, structuring, closing and managing cash flow, ABL and real estate loans in the healthcare space (SNF, pharma, medical devices, specialty hospitals)
- Prepare pre-screens and credit approval memos containing in-depth analysis of the transaction structure, customer (including KYC/AML), industry, market trends and key risks and mitigants.
- Spearhead transaction process, lead due diligence activities and prepare financial models.
- Present new transactions to credit and participate in the bank’s loan approval process.
- Review credit documentation and assist loan operations with closing and funding
- Proactively monitor client financial performance, covenant compliance and relevant industry/market developments
- Ensure the portfolio administration and risk management of each client relationship is in compliance with established BOH credit policy, procedures and business strategy as well as commercial and regulatory guidelines.
- Assist in training and developing credit analysts and underwriters. Continuously improve the quality and consistency of the team’s underwriting and portfolio management activities.
- Minimum Bachelors degree
- 10+ years of banking or private credit lending experience with direct portfolio management experience
- 7+ years in the “for-profit” healthcare space
- Familiarity across a range of facility types including ABL, cash flow, real estate
- Current knowledge of market developments, regulatory changes, trends across various healthcare sectors
- Demonstrates strong understanding of underwriting, credit analysis, structuring, legal documentation and regulatory frameworks.
- Strong understanding of credit policy and procedures and able to accurately risk rate loans/credits according to BOH policy
- Excellent communication, negotiation and relationship manager skills.
- Entrepreneurial mindset, strong work ethic, high integrity and alignment with the bank’s long-term vision of growth.