Senior Associate, Leveraged Finance position in Boston w a Major U.S. Bank

Job Description

Job Description

Looking for a Senior Associate, Leveraged Finance with 5 – 7 years of experience in Leveraged Finance .

Locations : Boston, MA

The position will work in the Leveraged Finance team partnering with senior credit officers, capital markets professionals, private equity sponsors, company management teams, and other industry participants to underwrite, execute, and manage sponsor-backed leveraged lending transactions.

Key Responsibilities

New Deal Underwriting & Execution

• Screen new deal opportunities and provide timely feedback to senior members of the Technology & Infrastructure team.
• Lead all aspects of the underwriting and due diligence process, including identifying key risks, reviewing data room materials and third-party reports, leading diligence calls, and conducting independent research.
• Build and oversee complex financial models and mentor junior team members responsible for financial projections.
• Manage the internal investment committee approval process, prepare credit approval memoranda, and ensure compliance with the bank's underwriting policies and procedures.
• Lead investment committee approval meetings and negotiate loan documentation with borrowers and private equity sponsors.
• Manage the internal loan closing process, including KYC requirements

Portfolio Management

• Manage a portfolio of approximately 10–15 leveraged lending relationships.
• Monitor borrower performance, maintain appropriate risk ratings, and oversee periodic credit reviews.
• Review borrower financial statements, covenant compliance, and portfolio reporting.
• Lead amendments, waivers, and upsizing requests for existing borrowers.
• Provide additional oversight and management for higher-risk or problem credits.

Leadership

• Mentor and develop Analysts and Associates on underwriting, financial modeling, and portfolio management best practices

Preferred Experience

• Experience working on sponsor-backed leveraged loan transactions.
• Strong credit underwriting, financial statement analysis, and financial modeling skills

Experience

• 5 – 7 years of experience in Leveraged Finance.
• Strong experience underwriting and executing leveraged loan transactions.
• Experience managing leveraged lending portfolios and preparing investment committee materials.
• Strong accounting background with formal credit training required.
• Excellent communication, analytical, and organizational skills.
• Ability to work independently in a fast-paced environment and manage multiple transactions simultaneously.

If you're interested in this position Please Apply Here with your resume .

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